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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1851
SNS Financial Group
Minnesota
$274K +$4.73K +40 +2%
SIM
1852
SSI Investment Management
California
$272K
BDF
1853
Black Diamond Financial
Maryland
$272K +$125K +1,057 +66%
BSG
1854
Black Swift Group
Colorado
$271K -$304K -2,574 -49%
AA
1855
Advisory Alpha
Michigan
$271K +$34.4K +291 +12%
EGA
1856
E&G Advisors
Texas
$271K +$49.7K +420 +19%
SIA
1857
Soltis Investment Advisors
Utah
$270K -$1.18K -10 -0.4%
SFP
1858
Shepherd Financial Partners
Massachusetts
$270K -$118 -1 -0%
CVM
1859
Cheviot Value Management
California
$270K
KM
1860
Kalos Management
Georgia
$270K +$828 +7 +0.3%
BFG
1861
Bouchey Financial Group
New York
$269K -$2.84K -24 -0.9%
LB
1862
Leo Brokerage
Texas
$268K -$135K -1,143 -30%
CHC
1863
City Holding Co
West Virginia
$268K
TSW
1864
Thompson Siegel & Walmsley
Virginia
$267K
DOA
1865
D'Orazio & Associates
Virginia
$267K +$43.8K +370 +16%
AWM
1866
Avaii Wealth Management
Wisconsin
$267K +$310K +2,618 New
CCT
1867
Chemung Canal Trust
New York
$266K -$171K -1,446 -36%
OLA
1868
Oliver Luxxe Assets
New Jersey
$266K -$28.1K -238 -8%
MFC
1869
Mechanics Financial Corp
Ohio
$266K
SCA
1870
Sage Capital Advisors
South Dakota
$266K
SW
1871
SlateStone Wealth
Florida
$265K -$94.6K -800 -24%
FMWA
1872
Forvis Mazars Wealth Advisors
Missouri
$265K +$11.1K +94 +4%
BEI
1873
Benjamin Edwards Inc
Missouri
$263K +$26.4K +223 +9%
KBFS
1874
Kohmann Bosshard Financial Services
Ohio
$262K
SPC
1875
Stewart & Patten Company
California
$262K