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Name Holding Trade Value Shares
Change
Change in
Stake
AM
2401
Atwater Malick
Pennsylvania
$242K +$242K +11,670 New
CMO
2402
Covenant Multifamily Offices
Texas
$241K -$22K -1,060 -8%
SDWMA
2403
Schneider Downs Wealth Management Advisors
Pennsylvania
$241K -$6.85K -330 -3%
SWMG
2404
Sanchez Wealth Management Group
Florida
$239K
CB
2405
Community Bank
New York
$236K
CFSG
2406
Clark Financial Services Group
Missouri
$236K +$831 +40 +0.4%
SFG
2407
SNS Financial Group
Minnesota
$236K +$13.3K +640 +6%
PIM
2408
Perpetual Investment Management
Australia
$234K -$18.7K -900 -7%
FAG
2409
Financial Advisory Group
Texas
$234K
JWA
2410
JFS Wealth Advisors
Pennsylvania
$233K +$228K +10,990 +3,925%
EFL
2411
ERn Financial LLC
Wisconsin
$233K +$233K +11,230 New
MCC
2412
Malaga Cove Capital
California
$233K +$234K +11,250 New
SFA
2413
Source Financial Advisors
New York
$232K -$4.78K -230 -2%
AWM
2414
Altus Wealth Management
Kentucky
$232K +$14.5K +700 +7%
SC
2415
SouthState Corp
Florida
$232K +$27.6K +1,330 +14%
EARNEST Partners
2416
EARNEST Partners
Georgia
$231K
CS
2417
Cannell & Spears
New York
$230K
FUBT
2418
First United Bank & Trust
Maryland
$230K +$231K +11,120 New
FFA
2419
Freedman Financial Associates
Massachusetts
$229K
EL
2420
EMFO LLC
Florida
$228K
RIM
2421
Regent Investment Management
Kentucky
$228K +$1.04K +50 +0.5%
NAM
2422
NTV Asset Management
West Virginia
$228K +$228K +11,000 New
CF
2423
Copperwynd Financial
Arizona
$226K -$35.3K -1,700 -13%
OFG
2424
OmniStar Financial Group
North Carolina
$226K -$25.3K -1,220 -10%
PAM
2425
Private Asset Management
California
$226K +$2.08K +100 +0.9%