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Name Holding Trade Value Shares
Change
Change in
Stake
SRG
2326
SBB Research Group
Illinois
$214K +$250K +753 New
PB
2327
Pinnacle Bancorp
Nebraska
$213K -$24.2K -73 -9%
CWM
2328
Chicago Wealth Management
Illinois
$213K
FFC
2329
First Financial Corp
Indiana
$213K +$3.65K +11 +1%
BI
2330
Ballast Inc
Kentucky
$211K
AAS
2331
Annex Advisory Services
Wisconsin
$210K -$3.98K -12 -2%
CCA
2332
Covey Capital Advisors
Georgia
$209K
JFA
2333
JNBA Financial Advisors
Minnesota
$209K +$1.99K +6 +0.8%
ZF
2334
Zhang Financial
Michigan
$209K +$15.9K +48 +7%
MF
2335
Manchester Financial
California
$208K
BC
2336
Barrett & Company
Rhode Island
$207K +$197K +595 New
PWM
2337
PBMares Wealth Management
Virginia
$207K
FFA
2338
Founders Financial Alliance
North Carolina
$207K +$242K +729 New
AIA
2339
Alera Investment Advisors
Illinois
$206K -$2.32K -7 -1%
CWM
2340
Castle Wealth Management
Florida
$206K
FB
2341
First Bancorp
Maine
$205K +$3.31K +10 +1%
CYG
2342
Clean Yield Group
Vermont
$205K +$5.63K +17 +2%
LRIA
2343
Leonard Rickey Investment Advisors
Washington
$204K -$33.5K -101 -12%
APW
2344
Austin Private Wealth
Texas
$204K -$19.2K -58 -7%
OBWG
2345
Onyx Bridge Wealth Group
New York
$204K -$18.2K -55 -7%
KA
2346
KLCM Advisors
Wisconsin
$203K
XWM
2347
Xcel Wealth Management
Florida
$203K
CA
2348
Callahan Advisors
Texas
$201K
TCM
2349
Tandem Capital Management
New Jersey
$201K
FFG
2350
Frisch Financial Group
New York
$201K +$331 +1 +0.1%