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Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
1026
Beese Fulmer Investment Management
Ohio
$248K +$238K +3,087 New
WA
1027
Wealth Alliance
New York
$248K +$14.7K +191 +7%
BFS
1028
Bradley Foster & Sargent
Connecticut
$248K -$5.56K -72 -2%
PRTG
1029
Post Resch Tallon Group
New York
$247K
CCWM
1030
Cassaday & Co Wealth Management
Virginia
$247K +$22.1K +287 +10%
DWP
1031
Daymark Wealth Partners
Ohio
$246K -$18.1K -234 -7%
AAP
1032
Arax Advisory Partners
Colorado
$245K +$16.8K +218 +8%
TCOV
1033
Trust Company of Vermont
Vermont
$245K
GWAG
1034
Garrett Wealth Advisory Group
Texas
$244K
PCA
1035
Pallas Capital Advisors
Massachusetts
$244K -$222K -2,879 -49%
CCMG
1036
Clark Capital Management Group
Pennsylvania
$244K +$35.2K +456 +18%
VC
1037
Vicus Capital
Pennsylvania
$243K +$29.1K +377 +14%
SWTS
1038
Stonehaven Wealth & Tax Solutions
Wisconsin
$243K +$4.01K +52 +2%
IA
1039
IFG Advisory
Georgia
$242K +$4.63K +60 +2%
CA
1040
Cullinan Associates
Kentucky
$242K -$250K -3,236 -52%
SFG
1041
Seamount Financial Group
Colorado
$241K +$231K +2,993 New
AWA
1042
Aaron Wealth Advisors
Illinois
$239K +$3.32K +43 +1%
PP
1043
PDS Planning
Ohio
$239K +$14.4K +186 +7%
MHC
1044
May Hill Capital
Massachusetts
$239K +$4.4K +57 +2%
JSW
1045
Journey Strategic Wealth
New Jersey
$238K +$229K +2,963 New
HH
1046
Hilltop Holdings
Texas
$237K -$2.78K -36 -1%
PA
1047
PFG Advisors
Arizona
$236K +$227K +2,936 New
NSIM
1048
North Star Investment Management
Illinois
$236K +$77 +1 +0%
PFM
1049
Patton Fund Management
Texas
$236K +$226K +2,929 New
PWP
1050
Principle Wealth Partners
Connecticut
$234K -$8.41K -109 -4%