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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
926
Daner Wealth Management
Georgia
$213K +$176K +1,507 New
CC
927
Chicago Capital
Illinois
$212K +$191K +1,634 New
MSFS
928
Main Street Financial Solutions
Pennsylvania
$211K +$190K +1,625 New
FFA
929
Founders Financial Alliance
North Carolina
$210K -$50.6K -433 -21%
ITIM
930
Indiana Trust & Investment Management
Indiana
$208K
TCM
931
TruNorth Capital Management
Michigan
$207K
FCBT
932
First Citizens Bank & Trust
North Carolina
$207K +$187K +1,600 New
NFC
933
Northeast Financial Consultants
Connecticut
$207K +$187K +1,600 New
CWS
934
Cypress Wealth Services
California
$207K +$186K +1,595 New
SC
935
Syon Capital
California
$205K -$99.7K -853 -35%
PA
936
PFG Advisors
Arizona
$204K +$184K +1,577 New
CT
937
Colonial Trust
South Carolina
$204K -$935 -8 -0.5%
PWPS
938
Pinnacle Wealth Planning Services
Ohio
$204K +$184K +1,575 New
AWM
939
Avior Wealth Management
Nebraska
$203K -$24.7K -211 -12%
AF
940
Allworth Financial
California
$203K +$12.9K +110 +8%
WTC
941
WhitTier Trust Company
Nevada
$202K
AAS
942
Annex Advisory Services
Wisconsin
$201K +$181K +1,551 New
AWM
943
Aprio Wealth Management
Georgia
$201K +$181K +1,550 New
HI
944
Harbour Investments
Wisconsin
$198K -$34.4K -294 -16%
HFM
945
Hartford Financial Management
Connecticut
$194K
AAMU
946
AEGON Asset Management (UK)
United Kingdom
$187K -$17.3M -147,727 -99%
UFF
947
USA Financial Formulas
Michigan
$184K -$26.2K -224 -14%
SSG
948
Summit Securities Group
New York
$176K +$158K +1,355 New
GBT
949
Grove Bank & Trust
Florida
$173K +$4.79K +41 +3%
FUBT
950
First United Bank & Trust
Maryland
$169K -$30.1K -258 -17%