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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1626
PBMares Wealth Management
Virginia
$274K -$4.11K -28 -1%
MADFP
1627
Michael A Dubis Financial Planning
Wisconsin
$274K
SM
1628
Sweeney & Michel
California
$274K +$317K +2,155 New
FB
1629
First Bancorp
Maine
$274K +$39.1K +266 +17%
ESBC
1630
E.S. Barr & Co
Kentucky
$272K -$22K -150 -7%
ACA
1631
Affinity Capital Advisors
California
$272K +$294 +2 +0.1%
Jones Financial Companies
1632
Jones Financial Companies
Missouri
$272K -$143K -972 -34%
GC
1633
Gibson Capital
Pennsylvania
$272K +$1.32K +9 +0.5%
FFA
1634
Fi3 Financial Advisors
Indiana
$270K +$270K +1,841 New
OAM
1635
Oxford Asset Management
United Kingdom
$270K +$270K +1,838 New
HCP
1636
Hardin Capital Partners
South Carolina
$270K -$26.4K -180 -9%
PWPS
1637
Pinnacle Wealth Planning Services
Ohio
$269K +$12.2K +83 +5%
FCP
1638
Fidelis Capital Partners
Florida
$269K +$71.4K +486 +33%
WGAM
1639
Wilkinson Global Asset Management
New York
$269K
KA
1640
KLCM Advisors
Wisconsin
$269K -$882 -6 -0.3%
CCG
1641
Coastwise Capital Group
California
$269K -$458K -3,116 -63%
FPWM
1642
FSB Premier Wealth Management
Iowa
$269K +$147 +1 +0.1%
NAS
1643
Nicolet Advisory Services
Wisconsin
$268K +$296K +2,012 New
TWM
1644
TSA Wealth Management
Texas
$267K +$2.5K +17 +0.9%
RWP
1645
Ridgecrest Wealth Partners
California
$267K
PA
1646
Procyon Advisors
Connecticut
$266K +$266K +1,811 New
BIAS
1647
Beacon Investment Advisory Services
New Jersey
$266K -$76.3K -519 -22%
EGWAG
1648
Elwood & Goetz Wealth Advisory Group
Georgia
$266K +$14.7K +100 +6%
CGL
1649
Clarius Group LLC
Washington
$265K +$14.8K +101 +6%
MFWP
1650
Mosaic Family Wealth Partners
Missouri
$265K