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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1451
StrategIQ Financial Group
Indiana
$390K +$32.2K +245 +8%
TCOK
1452
Trust Company of Kansas
Kansas
$389K +$449K +3,410 New
PWP
1453
Principle Wealth Partners
Connecticut
$387K -$89.3K -679 -17%
FNBOSM
1454
First National Bank of South Miami
Florida
$387K -$10.4K -79 -2%
MC
1455
Middleton & Co
Massachusetts
$386K -$48K -365 -10%
UR
1456
USCA RIA
Texas
$386K +$6.84K +52 +2%
RWA
1457
River Wealth Advisors
Pennsylvania
$386K +$39.2K +298 +10%
VNA
1458
Valley National Advisers
Pennsylvania
$384K -$2.1K -16 -0.5%
JMFC
1459
J.M. Forbes & Co
Massachusetts
$384K +$5.53K +42 +1%
CWM
1460
Confluence Wealth Management
Oregon
$384K +$93K +707 +27%
BFC
1461
Bedel Financial Consulting
Indiana
$383K -$105K -798 -19%
VCA
1462
Verdence Capital Advisors
Maryland
$383K -$1.18K -9 -0.3%
AWM
1463
Altavista Wealth Management
North Carolina
$383K +$56.8K +432 +15%
ACM
1464
Ategra Capital Management
Virginia
$383K +$16.2K +123 +4%
HCM
1465
Highlander Capital Management
New Jersey
$382K
I2I
1466
Insight 2811 Inc
Illinois
$382K +$441K +3,349 New
RW
1467
REDW Wealth
New Mexico
$381K -$1.05K -8 -0.2%
CNB
1468
Camden National Bank
Maine
$381K +$42.5K +323 +11%
BAS
1469
Brown Advisory Securities
Maryland
$380K -$245K -1,864 -37%
CSWG
1470
Cardinal Strategic Wealth Guidance
Kentucky
$380K -$184K -1,396 -30%
CWP
1471
CFM Wealth Partners
Texas
$380K -$5.53K -42 -1%
LFA
1472
Landmark Financial Advisors
Kentucky
$380K +$67.6K +514 +20%
HFM
1473
Harvest Fund Management
China
$380K +$405K +3,080 +1,213%
IAS
1474
Investment Advisory Services
Texas
$379K -$15.4K -117 -3%
WWM
1475
Windsor Wealth Management
Indiana
$378K -$174K -1,321 -29%