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Name Holding Trade Value Shares
Change
Change in
Stake
SBL
2101
Sargent Bickham Lagudis
Colorado
$386K +$15.2K +44 +4%
KWM
2102
Kaydan Wealth Management
Michigan
$386K -$344 -1 -0.1%
FPCG
2103
Fort Pitt Capital Group
Pennsylvania
$385K – – –
CCA
2104
Conestoga Capital Advisors
Pennsylvania
$383K +$6.89K +20 +2%
EPA
2105
Element Pointe Advisors
Florida
$383K +$18.9K +55 +5%
TFA
2106
Tranquilli Financial Advisor
New Jersey
$383K +$48.6K +141 +13%
CL
2107
Choreo LLC
Illinois
$381K -$67.2K -195 -14%
IA
2108
Integrity Advisory
Kansas
$381K +$689 +2 +0.2%
SMA
2109
Sage Mountain Advisors
Georgia
$381K +$63K +183 +18%
CIA
2110
Citadel Investment Advisory
Ohio
$380K +$8.61K +25 +2%
FCA
2111
FinTrust Capital Advisors
South Carolina
$380K +$24.5K +71 +7%
DBT
2112
Dubuque Bank & Trust
Iowa
$379K -$1.03K -3 -0.2%
VC
2113
Vicus Capital
Pennsylvania
$379K +$10.7K +31 +3%
JHCP
2114
Jackson Hole Capital Partners
Oklahoma
$378K +$93K +270 +29%
LJAC
2115
L.J. Altfest & Co
New York
$377K +$412K +1,195 New
KFGK
2116
Keystone Financial Group (Kentucky)
Kentucky
$376K -$39.3K -114 -9%
AWM
2117
Alterna Wealth Management
Texas
$376K – – –
WCM
2118
Wallace Capital Management
Texas
$374K – – –
PCMF
2119
Private Capital Management (Florida)
Florida
$374K +$408K +1,186 New
FP
2120
Financial Perspectives
Minnesota
$373K – – –
OCM
2121
Objective Capital Management
Ohio
$373K +$5.51K +16 +1%
OWA
2122
Opal Wealth Advisors
New York
$372K -$12.7K -37 -3%
SDWIA
2123
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$372K – – –
BBW
2124
Blue Barn Wealth
Utah
$371K +$9.99K +29 +3%
ZIC
2125
ZWJ Investment Counsel
Georgia
$371K +$31.7K +92 +8%