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Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
1676
Pinnacle Wealth Management Advisory Group
New Jersey
$295K -$55.1K -513 -18%
SWA
1677
Sutton Wealth Advisors
Florida
$294K +$751 +7 +0.3%
Members Trust
1678
Members Trust
Florida
$294K -$7.08K -66 -3%
SIAS
1679
Shine Investment Advisory Services
Colorado
$293K +$52K +484 +26%
IFG
1680
Independent Financial Group
California
$293K +$250K +2,333 New
CCT
1681
Capital City Trust
Florida
$292K +$24.6K +229 +11%
WCWM
1682
Willow Creek Wealth Management
California
$292K +$250K +2,326 New
DLG
1683
Daniel L. Goodwin
$290K
JCM
1684
Jacobi Capital Management
Pennsylvania
$290K +$107 +1 +0%
MWPCG
1685
Measured Wealth Private Client Group
New Hampshire
$290K +$248K +2,308 New
DWM
1686
Dorchester Wealth Management
Quebec, Canada
$289K +$247K +2,300 New
HC
1687
Henshaw Capital
Massachusetts
$287K +$644 +6 +0.3%
FFN
1688
Focus Financial Network
Minnesota
$287K +$245K +2,281 New
AWA
1689
Arkadios Wealth Advisors
Georgia
$286K +$17.2K +160 +8%
AAM
1690
Aureus Asset Management
Massachusetts
$284K
MLFP
1691
MPS Loria Financial Planners
Illinois
$284K +$1.61K +15 +0.7%
EGA
1692
E&G Advisors
Texas
$284K +$6.76K +63 +3%
SG
1693
StoneX Group
New York
$283K +$242K +2,253 New
LF
1694
Lantz Financial
Illinois
$282K +$6.55K +61 +3%
WIC
1695
Whitegate Investment Counselors
New Hampshire
$281K
HHGA
1696
Halbert Hargrove Global Advisors
California
$280K +$5.58K +52 +2%
EVC
1697
Eidelman Virant Capital
Missouri
$280K +$8.05K +75 +3%
FMB
1698
Field & Main Bank
Kentucky
$279K -$71.4K -665 -23%
DHFB
1699
Dixon Hubard Feinour & Brown
Virginia
$279K
CBA
1700
Coastal Bridge Advisors
Connecticut
$278K -$10.4K -97 -4%