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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2276
SignalPoint Asset Management
Missouri
$756K -$10.2K -90 -1%
MPW
2277
Monterey Private Wealth
California
$756K +$2.5K +22 +0.3%
MCP
2278
Mirador Capital Partners
California
$754K -$11.6K -102 -2%
PWMG
2279
Provence Wealth Management Group
California
$753K +$107K +938 +17%
NFG
2280
Nadler Financial Group
Illinois
$753K +$681 +6 +0.1%
TFF
2281
The Family Firm
Maryland
$751K +$3.75K +33 +0.5%
GPI
2282
General Partner Inc
Pennsylvania
$749K
CSI
2283
Cross Staff Investments
New York
$748K -$68.1K -600 -8%
CWM
2284
Connecticut Wealth Management
Connecticut
$746K +$303K +2,665 +70%
IA
2285
IFG Advisors
Missouri
$745K +$14K +123 +2%
EIG
2286
Ellenbecker Investment Group
Wisconsin
$745K +$40.6K +358 +6%
HVM
2287
Harvest Volatility Management
Connecticut
$744K +$341 +3 +0%
DIM
2288
Delta Investment Management
California
$744K -$1.82K -16 -0.2%
JFA
2289
JNBA Financial Advisors
Minnesota
$741K +$5.68K +50 +0.8%
BOM
2290
Bank of Marin
California
$741K -$64.3K -566 -8%
FFG
2291
Fortem Financial Group
California
$741K -$878K -7,735 -55%
ACM
2292
Ategra Capital Management
Virginia
$740K +$133K +1,167 +22%
CCFP
2293
Charles Carroll Financial Partners
Massachusetts
$739K +$56.8K +500 +8%
CFO
2294
Collective Family Office
Pennsylvania
$738K -$33.9K -299 -4%
IAS
2295
Investment Advisory Services
Texas
$735K +$159K +1,404 +28%
MFP
2296
Meridian Financial Partners
Virginia
$734K
AIA
2297
Alera Investment Advisors
Illinois
$734K -$110K -971 -13%
HFS
2298
Howard Financial Services
Texas
$733K +$6.36K +56 +0.9%
HWA
2299
Heartwood Wealth Advisors
Virginia
$733K +$97.5K +859 +16%
VWM
2300
Venturi Wealth Management
Texas
$729K -$83.6K -736 -10%