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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1001
Shrier Wealth Management
California
$368K -$10.4K -46 -3%
DI
1002
Diligent Investors
California
$368K
JSA
1003
Jacobson & Schmitt Advisors
Wisconsin
$368K
CFD
1004
Creative Financial Designs
Indiana
$368K -$4.98K -22 -1%
SAI
1005
Savvy Advisors Inc
New York
$367K -$80.8K -357 -18%
TCM
1006
TruNorth Capital Management
Michigan
$366K +$9.96K +44 +3%
CFA
1007
Collaborative Fund Advisors
Nevada
$365K +$371K +1,637 New
SAM
1008
Sagewood Asset Management
New York
$363K +$369K +1,631 New
MFGM
1009
Marshall Financial Group (Maryland)
Maryland
$363K +$29.9K +132 +9%
DT
1010
DV Trading
Illinois
$361K +$49.8K +220 +16%
SW
1011
SteelPeak Wealth
California
$360K -$307K -1,358 -46%
CWS
1012
Cypress Wealth Services
California
$360K +$453 +2 +0.1%
ITIM
1013
Indiana Trust & Investment Management
Indiana
$358K
KCM
1014
Kathmere Capital Management
Pennsylvania
$357K +$363K +1,604 New
LA
1015
Lifeworks Advisors
Michigan
$357K +$362K +1,601 New
PWPS
1016
Pinnacle Wealth Planning Services
Ohio
$356K +$1.81K +8 +0.5%
AAS
1017
Annex Advisory Services
Wisconsin
$356K +$6.11K +27 +2%
PCP
1018
Proficio Capital Partners
Massachusetts
$355K +$361K +1,593 New
CTA
1019
Chesley Taft & Associates
Illinois
$355K +$24.7K +109 +7%
CC
1020
Chicago Capital
Illinois
$353K
VF
1021
Virtu Financial
New York
$352K +$358K +1,582 New
CT
1022
Colonial Trust
South Carolina
$352K
SFSG
1023
Sound Financial Strategies Group
Mississippi
$352K +$1.58K +7 +0.4%
AWA
1024
AmeriServ Wealth Advisors
Pennsylvania
$351K -$163K -719 -31%
STA
1025
Smith Thornton Advisors
Alabama
$349K +$339K +1,498 New