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Name Holding Trade Value Shares
Change
Change in
Stake
MF
2776
Montis Financial
Massachusetts
$225K -$29.1K -326 -11%
SWM
2777
Selective Wealth Management
Virginia
$225K -$2.77K -31 -1%
NAG
2778
Northstar Advisory Group
New Jersey
$225K +$234K +2,617 New
NG
2779
NWK Group
California
$224K – – –
POIA
2780
Pin Oak Investment Advisors
Texas
$224K +$20.9K +234 +10%
VC
2781
Veery Capital
Delaware
$223K -$8.66K -97 -4%
WFA
2782
Wade Financial Advisory
California
$223K – – –
CWC
2783
Carolinas Wealth Consulting
North Carolina
$222K -$23.4K -262 -1%
SNBOSD
2784
Security National Bank of So Dak
Iowa
$222K -$2.23K -25 -1%
PFG
2785
PAX Financial Group
Texas
$222K – – –
TA
2786
Trellis Advisors
Washington
$222K +$1.34K +15 +0.6%
SCA
2787
Sandy Cove Advisors
Massachusetts
$222K +$10.3K +115 +5%
EFL
2788
ERn Financial LLC
Wisconsin
$222K +$20.6K +231 +10%
WIC
2789
Whitegate Investment Counselors
New Hampshire
$221K +$1.25K +14 +0.5%
MLFP
2790
MPS Loria Financial Planners
Illinois
$221K +$9.64K +108 +4%
SFA
2791
Source Financial Advisors
New York
$219K +$24.7K +277 +12%
Vanguard Capital Wealth Advisors
2792
Vanguard Capital Wealth Advisors
Colorado
$218K -$150K -1,681 -40%
DBRC
2793
D.B. Root & Company
Pennsylvania
$218K -$5.71K -64 -2%
KBFS
2794
Kohmann Bosshard Financial Services
Ohio
$218K – – –
KW
2795
KWB Wealth
California
$218K +$982 +11 +0.4%
DSN
2796
D. Scott Neal
Kentucky
$217K – – –
III
2797
Independent Investors Inc
New York
$217K – – –
Conestoga Capital Advisors
2798
Conestoga Capital Advisors
Pennsylvania
$215K – – –
FI
2799
FIDELIS iM
Oregon
$215K – – –
PG
2800
Prostatis Group
Maryland
$214K +$11.2K +125 +5%