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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2201
Selective Wealth Management
Virginia
$258K -$6.87K -110 -3%
CMBA
2202
C.M. Bidwell & Associates
Hawaii
$258K – – –
IPWA
2203
International Private Wealth Advisors
California
$258K +$239K +3,820 New
FFG
2204
Frisch Financial Group
New York
$257K +$15.6K +250 +7%
TNA
2205
True North Advisors
Texas
$257K +$237K +3,800 New
SF
2206
SWP Financial
California
$256K – – –
WA
2207
WESPAC Advisors
California
$256K +$237K +3,800 New
CWM
2208
Centric Wealth Management
Illinois
$256K – – –
FEG
2209
Financial Enhancement Group
Indiana
$256K +$25.6K +410 +11%
FFA
2210
Founders Financial Alliance
North Carolina
$254K -$6.25K -100 -3%
DFA
2211
Delta Financial Advisors
Louisiana
$254K – – –
HKAM
2212
Horizon Kinetics Asset Management
New York
$253K -$12.5K -200 -5%
ES
2213
Eagle Strategies
New York
$253K +$234K +3,750 New
KB
2214
Kimelman & Baird
New York
$253K +$234K +3,750 New
TSMHT
2215
Thurston Springer Miller Herd & Titak
Indiana
$253K +$234K +3,750 New
SB
2216
Simmons Bank
Arkansas
$252K +$625 +10 +0.3%
ZF
2217
Zhang Financial
Michigan
$252K +$234K +3,740 New
BMC
2218
Beaton Management Company
Massachusetts
$252K – – –
PIA
2219
Powell Investment Advisors
Florida
$252K +$17.5K +280 +8%
RSWA
2220
Robinson Smith Wealth Advisors
Maine
$251K +$13.7K +220 +6%
SWMP
2221
Signature Wealth Management Partners
New Jersey
$251K – – –
MWP
2222
Madison Wealth Partners
Wisconsin
$251K +$6.25K +100 +3%
FFBTD
2223
First Financial Bank - Trust Division
Ohio
$250K -$13.7K -220 -6%
EBA
2224
Eagle Bay Advisors
New York
$250K -$52.5K -840 -18%
PA
2225
PFW Advisors
Georgia
$250K -$18.7K -300 -7%