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Name Holding Trade Value Shares
Change
Change in
Stake
AFGAS
2276
Allegiance Financial Group Advisory Services
Virginia
$819K -$48.6K -421 -6%
APIM
2277
Agate Pass Investment Management
Washington
$818K
CPSC
2278
Carl P. Sherr & Co
Massachusetts
$818K +$46.2K +400 +6%
ACA
2279
Atlas Capital Advisors
Wyoming
$818K +$92.9K +805 +13%
TL
2280
Tradewinds LLC
North Carolina
$817K +$2.77K +24 +0.3%
EIA
2281
Eldridge Investment Advisors
New Hampshire
$817K -$124K -1,074 -14%
BSSFA
2282
Baron Silver Stevens Financial Advisors
Florida
$814K +$300K +2,601 +62%
CCM
2283
Cox Capital Management
Massachusetts
$813K
IMC
2284
Investment Management Corporation
Virginia
$812K +$41.1K +356 +6%
1WM
2285
1900 Wealth Management
Texas
$810K -$43.3K -375 -5%
BPWM
2286
BCS Private Wealth Management
New Jersey
$810K +$5.2K +45 +0.7%
JRPIM
2287
Journey Retirement Planning & Investment Management
Idaho
$810K -$3.66M -31,730 -83%
PS
2288
Planned Solutions
California
$809K +$10.4K +90 +1%
GSWM
2289
Golden State Wealth Management
California
$809K -$46.1K -399 -6%
DTC
2290
Davidson Trust Company
Washington
$808K +$145K +1,259 +23%
TWP
2291
Triad Wealth Partners
Kansas
$804K +$98.2K +851 +15%
WPA
2292
Wealth Preservation Advisors
Tennessee
$802K -$60.6K -525 -7%
SP
2293
SmartHarvest Portfolios
Washington
$801K -$154K -1,331 -17%
FMTC
2294
Farmers & Merchants Trust Company
California
$800K -$170K -1,469 -18%
FNBOMD
2295
First National Bank of Mount Dora
Florida
$799K -$281K -2,433 -27%
PCA
2296
Prosperity Capital Advisors
Ohio
$798K -$77.7K -673 -9%
LAM
2297
LOM Asset Management
$798K +$42.9K +372 +6%
QFA
2298
Quantum Financial Advisors
California
$798K +$99.1K +858 +15%
GIP
2299
Granite Investment Partners
California
$798K +$4.85K +42 +0.6%
BFA
2300
Beacon Financial Advisory
Ohio
$798K -$1.49M -12,891 -66%