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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
2251
Founders Financial Alliance
North Carolina
$220K -$74.2K -204 -24%
SYBT
2252
Stock Yards Bank & Trust
Kentucky
$220K – – –
WWMSC
2253
Wagner Wealth Management (South Carolina)
South Carolina
$219K – – –
PAMP
2254
Polar Asset Management Partners
Ontario, Canada
$218K -$13.8M -37,938 -98%
NG
2255
Northstar Group
New York
$218K – – –
BCP
2256
Berkeley Capital Partners
Georgia
$218K +$5.09K +14 +2%
MCM
2257
Marathon Capital Management
Maryland
$218K +$228K +627 New
GSC
2258
Ground Swell Capital
South Carolina
$218K +$228K +628 New
NPF
2259
Norris Perne & French
Michigan
$216K -$727 -2 -0.3%
CDIA
2260
Capital Directions Investment Advisors
Georgia
$216K +$187K +515 +481%
FEG
2261
Financial Enhancement Group
Indiana
$215K – – –
PD
2262
Planning Directions
Pennsylvania
$215K – – –
SIA
2263
Soltis Investment Advisors
Utah
$214K -$31.6K -87 -12%
RI
2264
Ridgewood Investments
New Jersey
$214K – – –
FA
2265
Fountainhead AM
New Jersey
$212K -$4.36K -12 -2%
PWMG
2266
Prestige Wealth Management Group
New Jersey
$212K – – –
RPCA
2267
Running Point Capital Advisors
California
$212K +$4.36K +12 +2%
LWM
2268
Liberty Wealth Management
California
$212K +$104K +286 +90%
SIGI
2269
Susquehanna International Group (Ireland)
Ireland
$211K -$1.46K -4 -0.7%
AWA
2270
AmeriServ Wealth Advisors
Pennsylvania
$209K – – –
HCM
2271
Heathbridge Capital Management
Ontario, Canada
$209K – – –
SP
2272
Successful Portfolios
Florida
$209K – – –
KPWG
2273
KFA Private Wealth Group
Virginia
$209K +$364 +1 +0.2%
IA
2274
IFG Advisory
Georgia
$209K +$14.2K +39 +7%
LWP
2275
Legacy Wealth Planning
Nevada
$208K -$3.64K -10 -2%