Name Holding Trade Value Shares
Change
Change in
Stake
FFO
2151
Fiduciary Family Office
Florida
$366K +$378K +14,453 New
NFSG
2152
Newbridge Financial Services Group
Florida
$366K -$12.3K -470 -3%
CICI
2153
Capital Investment Counsel Inc
North Carolina
$365K -$242K -9,230 -39%
LPT
2154
Legacy Private Trust
Wisconsin
$364K +$15.7K +600 +4%
GWM
2155
Gibbs Wealth Management
Georgia
$364K +$63.3K +2,420 +20%
MPWS
2156
McCarter Private Wealth Services
Massachusetts
$363K +$8.24K +315 +2%
RDFA
2157
Ritter Daniher Financial Advisory
Ohio
$363K -$31.7K -1,210 -8%
WTFG
2158
Wells Trecaso Financial Group
Ohio
$362K +$6.54K +250 +2%
AIS
2159
American Investment Services
Massachusetts
$361K +$6.83K +261 +2%
FCP
2160
Fidelis Capital Partners
Florida
$361K -$229K -8,768 -36%
CW
2161
Channel Wealth
California
$360K -$21.9K -838 -6%
AL
2162
ACAS LLC
California
$359K – – –
WFI
2163
West Family Investments
California
$359K +$370K +14,151 New
EWM
2164
Evermay Wealth Management
Virginia
$357K +$16.6K +636 +5%
CWP
2165
Clark Wealth Partners
Illinois
$356K +$6.28K +240 +2%
SC
2166
Scholtz & Company
Connecticut
$356K -$58.2K -2,225 -14%
DBIA
2167
Dumont & Blake Investment Advisors
New Jersey
$356K -$9.68K -370 -3%
AWA
2168
Acorn Wealth Advisors
Michigan
$355K -$4.53K -173 -1%
SLG
2169
Stanley-Laman Group
Pennsylvania
$355K -$155K -5,922 -30%
VCM
2170
Vivaldi Capital Management
Illinois
$354K -$890 -34 -0.2%
VCP
2171
Verus Capital Partners
Arizona
$354K -$25.7K -982 -7%
GWSG
2172
GPS Wealth Strategies Group
Colorado
$353K -$55.8K -2,131 -13%
PAG
2173
Powers Advisory Group
Illinois
$353K +$183 +7 +0.1%
AIM
2174
Advyzon Investment Management
Illinois
$353K -$21.7K -831 -6%
HWA
2175
Heartwood Wealth Advisors
Virginia
$353K +$18.1K +690 +5%