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Name Holding Trade Value Shares
Change
Change in
Stake
APW
2401
Acima Private Wealth
Virginia
$310K – – –
HG
2402
Harbor Group
New Hampshire
$310K – – –
ACM
2403
Avalon Capital Management
California
$309K +$313K +780 New
AAS
2404
Annex Advisory Services
Wisconsin
$308K +$11.2K +28 +4%
FG
2405
Foster Group
Iowa
$307K +$35.7K +89 +13%
CFM
2406
Capricorn Fund Managers
United Kingdom
$306K – – –
SWA
2407
Sutton Wealth Advisors
Florida
$306K +$17.7K +44 +6%
WSWA
2408
Warren Street Wealth Advisors
California
$306K +$32.9K +82 +12%
ATC
2409
Adirondack Trust Company
New York
$306K – – –
FFA
2410
Fi3 Financial Advisors
Indiana
$305K +$71.9K +179 +30%
PB
2411
Pinnacle Bancorp
Nebraska
$305K -$10K -25 -3%
CASB
2412
Cape Ann Savings Bank
Massachusetts
$305K – – –
MWP
2413
Meridian Wealth Partners
Pennsylvania
$304K +$41.3K +103 +15%
FA
2414
Fortis Advisors
Pennsylvania
$303K -$9.23K -23 -3%
WCA
2415
Waratah Capital Advisors
Ontario, Canada
$303K – – –
CPW
2416
Crestmont Private Wealth
Texas
$302K -$73.1K -182 -19%
BWA
2417
Beam Wealth Advisors
Louisiana
$301K +$21.7K +54 +8%
MWC
2418
MBM Wealth Consultants
Missouri
$301K – – –
BMC
2419
Benin Management Corp
Connecticut
$301K – – –
CF
2420
Clarity Financial
Texas
$301K +$19.3K +48 +7%
PWM
2421
PBMares Wealth Management
Virginia
$301K +$21.3K +53 +7%
JWA
2422
JFS Wealth Advisors
Pennsylvania
$300K +$160K +398 +110%
GIP
2423
Greatmark Investment Partners
Georgia
$300K – – –
FCMT
2424
Founders Capital Management (Texas)
Texas
$299K +$6.02K +15 +2%
ECM
2425
Elgethun Capital Management
South Dakota
$298K – – –