Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
2501
BOK Financial Private Wealth
Colorado
$232K -$1.86K -70 -0.8%
MBWA
2502
Marin Bay Wealth Advisors
California
$232K +$33K +1,238 +15%
RBC
2503
Roble Belko & Company
Pennsylvania
$232K +$122K +4,600 +126%
SA
2504
Scarborough Advisors
Maryland
$231K +$219K +8,242 New
BWM
2505
BlackDiamond Wealth Management
New York
$231K +$219K +8,226 New
SFS
2506
Security Financial Services
Indiana
$231K +$219K +8,214 New
FCG
2507
Financial Connections Group
California
$230K – – –
5NPW
2508
55 North Private Wealth
Florida
$229K +$218K +8,173 New
ATS
2509
Ashton Thomas Securities
New York
$229K +$216K +8,123 New
BSC
2510
Brown Shipley & Co
United Kingdom
$229K +$50.3K +1,890 +30%
BCG
2511
BayBridge Capital Group
California
$229K – – –
ECAM
2512
East Coast Asset Management
Massachusetts
$229K – – –
NJIM
2513
Nabity-Jensen Investment Management
Nebraska
$229K +$692 +26 +0.3%
DCM
2514
DGS Capital Management
New Jersey
$228K +$216K +8,128 New
FG
2515
Fairman Group
Pennsylvania
$228K +$129K +4,855 +149%
AWP
2516
Axis Wealth Partners
Rhode Island
$227K -$60.4K -2,269 -22%
JFA
2517
JNBA Financial Advisors
Minnesota
$227K -$14.7K -551 -6%
FWSM
2518
First Wilshire Securities Management
California
$227K – – –
UB
2519
Umpqua Bank
Oregon
$227K -$17.8K -670 -8%
EV
2520
EJMK Ventures
Illinois
$226K +$214K +8,051 New
AP
2521
Appleton Partners
Massachusetts
$226K -$8.63K -324 -4%
CH
2522
CDKV Holdings
Colorado
$226K – – –
DIM
2523
Delta Investment Management
California
$225K -$2.18K -82 -1%
MMM
2524
Mendel Money Management
Illinois
$225K -$102K -3,815 -32%
LF
2525
Lighthouse Financial
Florida
$224K -$15.2K -571 -7%