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Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
1201
Pinnacle Wealth Management Advisory Group
New Jersey
$424K -$18.7K -3,600 -5%
EWM
1202
Endurance Wealth Management
Rhode Island
$424K
GLI
1203
Guardian Life Insurance
New York
$424K +$4.16K +800 +1%
CMI
1204
Clare Market Investments
Texas
$424K +$374K +72,000 New
IF
1205
IRON Financial
Illinois
$423K -$92.6K -17,800 -20%
WW
1206
Westshore Wealth
California
$423K +$374K +71,840 New
LWM
1207
Laidlaw Wealth Management
New York
$421K +$372K +71,480 New
PMG
1208
ProVise Management Group
Florida
$419K -$77.8K -14,960 -17%
CIC
1209
Crawford Investment Counsel
Georgia
$419K -$33.5K -6,440 -8%
JWM
1210
JGP Wealth Management
Oregon
$419K +$102K +19,600 +38%
FFA
1211
Fragasso Financial Advisors
Pennsylvania
$416K -$2.08K -400 -0.6%
VWA
1212
V Wealth Advisors
Kansas
$415K
OPS
1213
Orion Portfolio Solutions
Nebraska
$413K +$365K +70,160 New
CBTWT
1214
Community Bank & Trust (Waco, Texas)
Texas
$412K +$7.07K +1,360 +2%
JSL
1215
JT Stratford LLC
Georgia
$409K -$28.7K -5,520 -7%
FIM
1216
Fernwood Investment Management
Massachusetts
$409K +$4.16K +800 +1%
PGAM
1217
Princeton Global Asset Management
New Jersey
$407K +$193K +37,200 +116%
TCA
1218
Transcend Capital Advisors
New Jersey
$407K +$360K +69,160 New
NB
1219
Nicolet Bankshares
Wisconsin
$406K
ACS
1220
Archford Capital Strategies
Illinois
$405K
TNBTD
1221
Trustmark National Bank Trust Department
Mississippi
$405K +$358K +68,840 New
BAMF
1222
BI Asset Management Fondsmaeglerselskab
Denmark
$404K +$111K +21,280 +45%
CFG
1223
Capstone Financial Group
Oklahoma
$403K +$356K +68,480 New
HCM
1224
Hollencrest Capital Management
California
$402K +$38.1K +7,320 +12%
CCG
1225
Cypress Capital Group
Florida
$402K +$43.7K +8,400 +14%