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Name Holding Trade Value Shares
Change
Change in
Stake
FAG
1851
Financial Advisory Group
Texas
$275K – – –
FFA
1852
Fragasso Financial Advisors
Pennsylvania
$274K +$355 +3 +0.1%
SFG
1853
SNS Financial Group
Minnesota
$274K +$4.73K +40 +2%
SIM
1854
SSI Investment Management
California
$272K – – –
BDF
1855
Black Diamond Financial
Maryland
$272K +$125K +1,057 +66%
BSG
1856
Black Swift Group
Colorado
$271K -$304K -2,574 -49%
AA
1857
Advisory Alpha
Michigan
$271K +$34.4K +291 +12%
EGA
1858
E&G Advisors
Texas
$271K +$49.7K +420 +19%
SIA
1859
Soltis Investment Advisors
Utah
$270K -$1.18K -10 -0.4%
SFP
1860
Shepherd Financial Partners
Massachusetts
$270K -$118 -1 -0%
CVM
1861
Cheviot Value Management
California
$270K – – –
KM
1862
Kalos Management
Georgia
$270K +$828 +7 +0.3%
BFG
1863
Bouchey Financial Group
New York
$269K -$2.84K -24 -0.9%
LB
1864
Leo Brokerage
Texas
$268K -$135K -1,143 -30%
CHC
1865
City Holding Co
West Virginia
$268K – – –
TSW
1866
Thompson Siegel & Walmsley
Virginia
$267K – – –
DOA
1867
D'Orazio & Associates
Virginia
$267K +$43.8K +370 +16%
AWM
1868
Avaii Wealth Management
Wisconsin
$267K +$310K +2,618 New
CCT
1869
Chemung Canal Trust
New York
$266K -$171K -1,446 -36%
OLA
1870
Oliver Luxxe Assets
New Jersey
$266K -$28.1K -238 -8%
MFC
1871
Mechanics Financial Corp
Ohio
$266K – – –
SCA
1872
Sage Capital Advisors
South Dakota
$266K – – –
SW
1873
SlateStone Wealth
Florida
$265K -$94.6K -800 -24%
FMWA
1874
Forvis Mazars Wealth Advisors
Missouri
$265K +$11.1K +94 +4%
BEI
1875
Benjamin Edwards Inc
Missouri
$263K +$26.4K +223 +9%