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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
2551
Simon Quick Advisors
New Jersey
$335K +$51.2K +573 +17%
FNBOSM
2552
First National Bank of South Miami
Florida
$334K -$29.6K -332 -8%
BB
2553
Bell Bank
North Dakota
$332K -$101K -1,132 -23%
GRQ
2554
Gardner Russo & Quinn
Pennsylvania
$332K -$4.55K -51 -1%
MIS
2555
Morningstar Investment Services
Illinois
$332K +$66.8K +748 +29%
DWM
2556
Drive Wealth Management
Utah
$332K +$92.1K +1,032 +37%
DWP
2557
Destiny Wealth Partners
Florida
$331K -$216K -2,417 -39%
PFWA
2558
Paces Ferry Wealth Advisors
Georgia
$331K +$22.2K +249 +7%
LSA
2559
Lansing Street Advisors
Pennsylvania
$331K +$26.8K +300 +8%
HCM
2560
Highlander Capital Management
New Jersey
$330K
OFW
2561
Omnia Family Wealth
Florida
$330K
NCM
2562
Noesis Capital Mangement
Florida
$329K -$21.8K -244 -6%
BWP
2563
Balboa Wealth Partners
Arizona
$328K +$340K +3,811 New
LWM
2564
Lyell Wealth Management
California
$327K -$893 -10 -0.3%
PS
2565
Planned Solutions
California
$327K
ATIA
2566
American Trust Investment Advisors
New Hampshire
$326K
KWS
2567
Keystone Wealth Services
California
$326K +$6.87K +77 +2%
CF
2568
Corrigan Financial
Rhode Island
$325K +$714 +8 +0.2%
CSWG
2569
Cardinal Strategic Wealth Guidance
Kentucky
$325K -$57.3K -642 -15%
NED
2570
Nancy E. Dempze
$325K
OKSA
2571
O'Keefe Stevens Advisory
New York
$323K
GWSG
2572
GPS Wealth Strategies Group
Colorado
$323K +$63.7K +714 +24%
CP
2573
Castleview Partners
Texas
$322K -$338K -3,790 -50%
SFG
2574
Sovereign Financial Group
Connecticut
$322K -$17.8K -199 -5%
CMS
2575
Capital Market Strategies
Florida
$322K -$8.84K -99 -3%