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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1801
Canvas Wealth Advisors
Kansas
$345K -$1.79K -11 -0.5%
SAM
1802
Satovsky Asset Management
New York
$343K +$652 +4 +0.2%
Members Trust
1803
Members Trust
Florida
$343K +$50.2K +308 +15%
GF
1804
Gries Financial
Ohio
$342K -$130K -799 -25%
FMWA
1805
Forvis Mazars Wealth Advisors
Missouri
$342K -$60.5K -371 -14%
BBA
1806
BLB&B Advisors
Pennsylvania
$342K +$75K +460 +24%
JHCP
1807
Jackson Hole Capital Partners
Oklahoma
$341K
DWP
1808
Destiny Wealth Partners
Florida
$338K
WAS
1809
Wealth Advisory Solutions
Indiana
$338K +$129K +792 +52%
DLG
1810
Daniel L. Goodwin
$335K
BAS
1811
Brown Advisory Securities
Maryland
$335K +$44K +270 +13%
RPWA
1812
Regent Peak Wealth Advisors
Georgia
$334K -$8.48K -52 -2%
AIA
1813
Alera Investment Advisors
Illinois
$333K -$14.5K -89 -4%
WDG
1814
Wealth Dimensions Group
Ohio
$333K +$68.8K +422 +23%
HFM
1815
Hartford Financial Management
Connecticut
$332K +$2.28K +14 +0.6%
CAL
1816
Capital Analysts LLC
Pennsylvania
$331K +$652 +4 +0.2%
LOAMU
1817
Lombard Odier Asset Management (USA)
New York
$328K +$368K +2,258 New
PGA
1818
Portland Global Advisors
Maine
$327K
VFP
1819
Verus Financial Partners
Virginia
$326K
TFA
1820
Teamwork Financial Advisors
Texas
$326K +$366K +2,243 New
TCWA
1821
Ten Capital Wealth Advisors
Washington
$325K -$641K -3,929 -64%
EGA
1822
E&G Advisors
Texas
$324K +$364K +2,233 New
BSG
1823
Black Swift Group
Colorado
$323K -$228K -1,400 -39%
MAM
1824
Magellan Asset Management
Australia
$323K -$62.1K -381 -15%
CBA
1825
Coastal Bridge Advisors
Connecticut
$322K -$28.7K -176 -7%