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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1776
ProVise Management Group
Florida
$214K +$192K +1,565 New
AR
1777
Apeiron RIA
Texas
$214K +$191K +1,563 New
NFSG
1778
Newbridge Financial Services Group
Florida
$213K -$8.2K -67 -4%
PRI
1779
Prepared Retirement Institute
Pennsylvania
$213K +$191K +1,558 New
MW
1780
Marcum Wealth
Ohio
$213K +$190K +1,556 New
SFS
1781
Summit Financial Strategies
Ohio
$212K +$190K +1,554 New
SIA
1782
Schechter Investment Advisors
Michigan
$212K +$190K +1,552 New
SWA
1783
ShankerValleau Wealth Advisors
Illinois
$212K +$190K +1,551 New
HNW
1784
High Note Wealth
Minnesota
$212K +$190K +1,549 New
SFP
1785
Sandbox Financial Partners
Maryland
$212K +$189K +1,548 New
GCM
1786
Greenland Capital Management
New York
$211K +$189K +1,546 New
MFGM
1787
Marshall Financial Group (Maryland)
Maryland
$211K +$189K +1,546 New
MME
1788
Meag Munich Ergo
Germany
$210K +$188K +1,536 New
E
1789
ETFidea
New York
$209K +$187K +1,530 New
LMKC
1790
L.M. Kohn & Company
Ohio
$209K +$187K +1,530 New
CAG
1791
Csenge Advisory Group
Florida
$209K +$190K +1,551 New
RW
1792
REDW Wealth
New Mexico
$209K +$187K +1,528 New
KA
1793
KLCM Advisors
Wisconsin
$208K +$186K +1,520 New
CASB
1794
Cape Ann Savings Bank
Massachusetts
$208K -$124K -1,014 -40%
RWA
1795
Redhawk Wealth Advisors
Minnesota
$207K +$185K +1,511 New
UF
1796
Univest Financial
Pennsylvania
$207K +$185K +1,511 New
RBFC
1797
Roman Butler Fullerton & Co
Missouri
$206K +$186K +1,521 New
CFCI
1798
Comprehensive Financial Consultants Institutional
Indiana
$205K +$184K +1,501 New
AA
1799
AF Advisors
California
$205K +$184K +1,500 New
ACM
1800
Armbruster Capital Management
New York
$205K +$184K +1,500 New