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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1226
Capital Advisors Ltd
Ohio
$269K +$529 +6 +0.2%
PCP
1227
Proficio Capital Partners
Massachusetts
$269K +$272K +3,089 New
CA
1228
Continuum Advisory
Idaho
$266K +$49K +556 +22%
FHA
1229
Flagship Harbor Advisors
Massachusetts
$266K -$17.4K -197 -6%
SCM
1230
Sunbeam Capital Management
Georgia
$266K +$7.49K +85 +3%
BIAS
1231
Beacon Investment Advisory Services
New Jersey
$265K – – –
CRI
1232
Colonial River Investments
Virginia
$265K – – –
MWA
1233
Meridian Wealth Advisors
Texas
$264K – – –
BMWM
1234
Brown Miller Wealth Management
Virginia
$263K +$4.4K +50 +2%
AFA
1235
AA Financial Advisors
Ohio
$262K +$265K +3,013 New
HI
1236
Hudock Inc
Pennsylvania
$262K +$1.41K +16 +0.5%
FC
1237
Fulcrum Capital
Washington
$261K – – –
WIA
1238
Westbourne Investment Advisors
Maryland
$261K – – –
ET
1239
Equitable Trust
Tennessee
$260K -$26.1K -296 -9%
AG
1240
Advocate Group
Minnesota
$259K – – –
MLL
1241
Moody Lynn & Lieberson
Massachusetts
$258K -$2.73K -31 -1%
SWA
1242
Stratos Wealth Advisors
Ohio
$258K +$617 +7 +0.2%
KFS
1243
Keynote Financial Services
Connecticut
$258K – – –
HC
1244
Hourglass Capital
Texas
$257K – – –
RIM
1245
RW Investment Management
Idaho
$257K – – –
CM
1246
Cercano Management
Washington
$257K – – –
DI
1247
Decision Investments
California
$257K -$617 -7 -0.2%
HFM
1248
Hartford Financial Management
Connecticut
$256K +$793 +9 +0.3%
DAS
1249
Daybright Advisory Services
Florida
$256K -$86.6K -983 -26%
SYBT
1250
Stock Yards Bank & Trust
Kentucky
$255K – – –