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Name Holding Trade Value Shares
Change
Change in
Stake
HTC
3376
Hershey Trust Company
Pennsylvania
$478K +$477K +2,272 New
MFS
3377
Mirabella Financial Services
United Kingdom
$468K -$349K -1,661 -43%
AWM
3378
Alterna Wealth Management
Texas
$468K +$79.8K +380 +21%
PFA
3379
Plotkin Financial Advisors
Maryland
$467K +$148K +706 +47%
OFS
3380
Oldfather Financial Services
Nebraska
$466K
SI
3381
Shaker Investments
Ohio
$463K -$4.2K -20 -0.9%
TIM
3382
Triad Investment Management
California
$463K
BSWM
3383
Boston Standard Wealth Management
Massachusetts
$462K +$462K +2,198 New
BFG
3384
Baron Financial Group
New Jersey
$459K +$458K +2,181 New
DPI
3385
Diversified Portfolios Inc
Michigan
$458K -$11.8K -56 -3%
PIA
3386
Powell Investment Advisors
Florida
$456K +$6.51K +31 +1%
LSA
3387
Lion Street Advisors
Texas
$456K +$449K +2,137 New
AFIA
3388
America First Investment Advisors
Nebraska
$455K
SBF
3389
Sara-Bay Financial
Florida
$453K -$641K -3,050 -59%
Harris Associates
3390
Harris Associates
Illinois
$452K -$44.1K -210 -9%
PWS
3391
Paragon Wealth Strategies
Florida
$452K +$162K +771 +56%
PS
3392
Planned Solutions
California
$452K +$452K +2,151 New
HWM
3393
Holloway Wealth Management
Florida
$451K
BHWM
3394
Bay Harbor Wealth Management
Maryland
$446K +$54.4K +259 +14%
PFM
3395
Peak Financial Management
Massachusetts
$445K -$81.7K -389 -16%
FEG
3396
Financial Enhancement Group
Indiana
$441K +$420 +2 +0.1%
EA
3397
Ellsworth Advisors
Ohio
$437K +$3.57K +17 +0.8%
PC
3398
Permanens Capital
New York
$434K +$150K +712 +53%
PWS
3399
Private Wealth Strategies
Ohio
$430K +$429K +2,044 New
PA
3400
Prism Advisors
California
$428K -$26.3K -125 -6%