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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
2101
Kaydan Wealth Management
Michigan
$386K -$344 -1 -0.1%
FPCG
2102
Fort Pitt Capital Group
Pennsylvania
$385K
CCA
2103
Conestoga Capital Advisors
Pennsylvania
$383K +$6.89K +20 +2%
EPA
2104
Element Pointe Advisors
Florida
$383K +$18.9K +55 +5%
TFA
2105
Tranquilli Financial Advisor
New Jersey
$383K +$48.6K +141 +13%
CL
2106
Choreo LLC
Illinois
$381K -$67.2K -195 -14%
IA
2107
Integrity Advisory
Kansas
$381K +$689 +2 +0.2%
SMA
2108
Sage Mountain Advisors
Georgia
$381K +$63K +183 +18%
CIA
2109
Citadel Investment Advisory
Ohio
$380K +$8.61K +25 +2%
FCA
2110
FinTrust Capital Advisors
South Carolina
$380K +$24.5K +71 +7%
DBT
2111
Dubuque Bank & Trust
Iowa
$379K -$1.03K -3 -0.2%
VC
2112
Vicus Capital
Pennsylvania
$379K +$10.7K +31 +3%
JHCP
2113
Jackson Hole Capital Partners
Oklahoma
$378K +$93K +270 +29%
LJAC
2114
L.J. Altfest & Co
New York
$377K +$412K +1,195 New
KFGK
2115
Keystone Financial Group (Kentucky)
Kentucky
$376K -$39.3K -114 -9%
AWM
2116
Alterna Wealth Management
Texas
$376K
WCM
2117
Wallace Capital Management
Texas
$374K
PCMF
2118
Private Capital Management (Florida)
Florida
$374K +$408K +1,186 New
FP
2119
Financial Perspectives
Minnesota
$373K
OCM
2120
Objective Capital Management
Ohio
$373K +$5.51K +16 +1%
OWA
2121
Opal Wealth Advisors
New York
$372K -$12.7K -37 -3%
SDWIA
2122
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$372K
BBW
2123
Blue Barn Wealth
Utah
$371K +$9.99K +29 +3%
ZIC
2124
ZWJ Investment Counsel
Georgia
$371K +$31.7K +92 +8%
MAM
2125
Madison Asset Management
Wisconsin
$371K +$405K +1,176 New