Name Holding Trade Value Shares
Change
Change in
Stake
TBNY
4226
Trustco Bank (New York)
New York
$211K +$170K +2,340 New
BWG
4227
Balanced Wealth Group
Ohio
$210K +$172K +2,370 New
GCM
4228
Gibraltar Capital Management
Oklahoma
$210K +$168K +2,320 New
AG
4229
Advocate Group
Minnesota
$210K +$168K +2,320 New
KAM
4230
KEB Asset Management
Illinois
$209K +$167K +2,310 New
FCM
4231
Fogel Capital Management
Florida
$209K -$312K -4,300 -65%
PP
4232
Pingora Partners
Wyoming
$208K +$167K +2,300 New
SL
4233
Sentry LLC
Tennessee
$208K +$167K +2,300 New
DWS
4234
Dynamic Wealth Strategies
California
$207K +$5.07K +70 +3%
HBWM
4235
Hollow Brook Wealth Management
New York
$207K +$166K +2,290 New
BA
4236
Ballew Advisors
Mississippi
$206K -$215K -2,970 -56%
MFA
4237
Millington Financial Advisors
Illinois
$205K +$165K +2,270 New
AMIM
4238
Aull & Monroe Investment Management
Alabama
$205K +$165K +2,270 New
CP
4239
Capital Planning
Washington
$205K +$165K +2,270 New
LWM
4240
Luminvest Wealth Management
Arizona
$204K +$1.2M +16,500 New
SJL
4241
Shayne & Jacobs LLC
Tennessee
$203K +$163K +2,250 New
WDL
4242
Well Done LLC
Michigan
$203K +$163K +2,250 New
AWA
4243
Alaska Wealth Advisors
Alaska
$202K +$162K +2,240 New
HG
4244
Harbor Group
New Hampshire
$202K +$162K +2,240 New
OC
4245
OxenFree Capital
Florida
$202K +$162K +2,240 New
PPW
4246
Presilium Private Wealth
Pennsylvania
$201K +$162K +2,230 New
BHWM
4247
Bay Harbor Wealth Management
Maryland
$200K +$21K +290 +15%
CM
4248
Capula Management
Cayman Islands
$200K -$456K -6,290 -74%
GC
4249
Gould Capital
Washington
$191K -$2.9K -40 -2%
DI
4250
DAGCO Inc
Ohio
$185K -$12.3K -170 -8%