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Name Holding Trade Value Shares
Change
Change in
Stake
FAN
1226
Financial Advisors Network
California
$276K +$252K +3,058 New
BIAS
1227
Beacon Investment Advisory Services
New Jersey
$276K
PIM
1228
Provident Investment Management
Michigan
$276K -$212K -2,570 -46%
CRI
1229
Colonial River Investments
Virginia
$276K -$38.9K -472 -13%
WF
1230
Welch & Forbes
Massachusetts
$276K
AOWM
1231
Asset One Wealth Management
Washington
$274K +$8.15K +99 +3%
MWA
1232
Meridian Wealth Advisors
Texas
$274K -$11.6K -141 -4%
AFG
1233
Atomi Financial Group
New York
$274K +$250K +3,034 New
SH
1234
SLT Holdings
Arizona
$273K +$249K +3,021 New
SA
1235
Sovran Advisors
California
$273K +$14.8K +180 +6%
MLL
1236
Moody Lynn & Lieberson
Massachusetts
$272K
PP
1237
PDS Planning
Ohio
$271K +$2.14K +26 +0.9%
FC
1238
Fulcrum Capital
Washington
$271K
WIA
1239
Westbourne Investment Advisors
Maryland
$271K
HI
1240
Hudock Inc
Pennsylvania
$271K -$10.5K -128 -4%
WFP
1241
Worthington Financial Partners
Ohio
$271K
AG
1242
Advocate Group
Minnesota
$269K
SI
1243
Saxon Interests
Texas
$269K +$245K +2,981 New
BMWM
1244
Brown Miller Wealth Management
Virginia
$269K +$12.3K +150 +5%
FAT
1245
First American Trust
California
$268K +$5.19K +63 +2%
SCM
1246
Sunbeam Capital Management
Georgia
$268K +$1.81K +22 +0.7%
DA
1247
Dover Advisors
Virginia
$268K
KFS
1248
Keynote Financial Services
Connecticut
$268K +$244K +2,963 New
HC
1249
Hourglass Capital
Texas
$268K +$244K +2,961 New
SWA
1250
Stratos Wealth Advisors
Ohio
$268K -$9.3K -113 -4%