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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
2576
Sargent Investment Group
Maryland
$212K +$6.65K +254 +3%
KAS
2577
KPP Advisory Services
Kentucky
$211K -$23.7K -906 -10%
VI
2578
Versor Investments
New York
$210K -$345K -13,200 -61%
SRA
2579
Secured Retirement Advisors
Minnesota
$210K +$13.3K +509 +7%
WIA
2580
Wetzel Investment Advisors
Indiana
$210K -$3.72K -142 -2%
OFW
2581
Omnia Family Wealth
Florida
$210K +$217K +8,280 New
LCWP
2582
Legacy Capital Wealth Partners
Arkansas
$210K +$217K +8,278 New
BI
2583
Bolthouse Investments
California
$210K – – –
SFM
2584
Signet Financial Management
New Jersey
$210K -$70.9K -2,710 -25%
BWM
2585
Baron Wealth Management
Michigan
$209K +$216K +8,263 New
BONST
2586
Bank of Nova Scotia Trust
Ontario, Canada
$209K +$13K +496 +6%
LAM
2587
Lewis Asset Management
California
$209K -$51.8K -1,978 -19%
VFP
2588
Verus Financial Partners
Virginia
$209K – – –
SWA
2589
SOA Wealth Advisors
New York
$208K -$29.3K -1,121 -12%
VFM
2590
Vision Financial Markets
Connecticut
$208K -$63.9K -2,443 -23%
MWM
2591
Mindset Wealth Management
Indiana
$208K +$13K +495 +6%
FNC
2592
First National Corp
Massachusetts
$207K – – –
MC
2593
Middleton & Co
Massachusetts
$207K – – –
OW
2594
Olistico Wealth
Oklahoma
$206K +$199K +7,610 +1,522%
CF
2595
Convergence Financial
Missouri
$205K -$26K -994 -11%
FFA
2596
Fi3 Financial Advisors
Indiana
$205K -$121K -4,615 -36%
SA
2597
Scarborough Advisors
Maryland
$204K +$211K +8,068 New
SAM
2598
S.A. Mason
Michigan
$204K -$7.51K -287 -3%
MW
2599
Maia Wealth
Colorado
$204K +$40K +1,528 +20%
CPC
2600
Congress Park Capital
New York
$203K -$13.1K -500 -6%