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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2551
Physician Wealth Advisors
Utah
$474K +$1.74K +17 +0.4%
BIA
2552
Benchmark Investment Advisors
Illinois
$473K -$113K -1,109 -21%
WCFA
2553
Walkner Condon Financial Advisors
Wisconsin
$472K -$3.07K -30 -0.7%
PVM
2554
Palogic Value Management
Texas
$472K +$434K +4,250 New
MIS
2555
Morningstar Investment Services
Illinois
$471K +$90.2K +882 +26%
DCM
2556
Deuterium Capital Management
Florida
$470K +$433K +4,238 New
PCA
2557
Prosperity Capital Advisors
Ohio
$470K +$433K +4,236 New
FCIM
2558
Fairview Capital Investment Management
California
$469K
CICI
2559
Capital Investment Counsel Inc
North Carolina
$468K +$431K +4,221 New
PM
2560
Penbrook Management
New York
$467K -$51.1K -500 -11%
AP
2561
Adero Partners
California
$466K +$429K +4,196 New
FC
2562
Financial Council
Maryland
$465K
BIA
2563
BHK Investment Advisors
Alabama
$464K -$90.4K -884 -17%
AWM
2564
Aberdeen Wealth Management
Illinois
$464K +$511 +5 +0.1%
NFP
2565
NorthLanding Financial Partners
New York
$464K -$280K -2,735 -40%
TFG
2566
Tilson Financial Group
New Jersey
$464K +$428K +4,183 New
RA
2567
Rise Advisors
New York
$464K
EWM
2568
Executive Wealth Management
Michigan
$463K +$392K +3,837 +1,132%
MAA
2569
Matrix Asset Advisors
New York
$463K -$70.5K -690 -14%
CFS
2570
Capital Financial Services
New York
$463K -$12.8K -125 -3%
NF
2571
Norwood Financial
Pennsylvania
$461K
TCMP
2572
Thrive Capital Management (Pennsylvania)
Pennsylvania
$461K -$39.7K -388 -9%
VCP
2573
Verus Capital Partners
Arizona
$461K -$5.83K -57 -1%
FNBSF
2574
First National Bank Sioux Falls
South Dakota
$461K -$141K -1,375 -25%
KC
2575
Kinloch Capital
Virginia
$460K +$1.74K +17 +0.4%