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Name Holding Trade Value Shares
Change
Change in
Stake
ONST
2051
Old North State Trust
North Carolina
$340K – – –
SWM
2052
Sterling Wealth Management
Illinois
$339K +$368K +14,087 New
LSIA
2053
LaSalle St. Investment Advisors
Illinois
$339K +$21.6K +826 +6%
SC
2054
Sykon Capital
New York
$337K – – –
APW
2055
Acima Private Wealth
Virginia
$337K – – –
MC
2056
Matisse Capital
Oregon
$337K +$47.1K +1,799 +15%
HPBT
2057
Hickory Point Bank & Trust
Illinois
$337K – – –
6SA
2058
6th Street Advisors
Alabama
$337K – – –
RZH
2059
Relyea Zuckerberg Hanson
Connecticut
$336K -$49.6K -1,896 -12%
GWMR
2060
GC Wealth Management RIA
Massachusetts
$336K -$8.08K -309 -2%
ACGA
2061
Atlanta Consulting Group Advisors
Georgia
$336K +$6.07K +232 +2%
PFS
2062
Physicians Financial Services
North Carolina
$335K +$105 +4 +0%
WG
2063
Wealth Group
North Carolina
$335K +$364K +13,923 New
NG
2064
Northstar Group
New York
$335K -$2.75K -105 -0.7%
SIM
2065
Stratos Investment Management
Ohio
$334K -$58.8K -2,249 -14%
EGA
2066
Eagle Global Advisors
Texas
$332K – – –
WAG
2067
Wallace Advisory Group
California
$332K +$48.9K +1,868 +16%
CW
2068
Channel Wealth
California
$332K +$7.85K +300 +2%
GHA
2069
GW Henssler & Associates
Georgia
$331K +$18.7K +713 +5%
EFG
2070
Embree Financial Group
Illinois
$331K +$25.2K +962 +8%
OWA
2071
One Wealth Advisors
California
$331K -$201K -7,687 -36%
BF
2072
bLong Financial
Tennessee
$331K +$5.28K +202 +1%
RFG
2073
Range Financial Group
Oregon
$329K +$11.5K +441 +3%
RDFA
2074
Ritter Daniher Financial Advisory
Ohio
$329K – – –
CS
2075
CapitalatWork SA
$329K – – –