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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
2226
Capital Advisors Ltd
Ohio
$410K – – –
PC
2227
Port Capital
Illinois
$410K +$3.15K +81 +0.8%
FPWM
2228
FSB Premier Wealth Management
Iowa
$410K +$35.8K +921 +10%
KOMWMG
2229
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$409K -$23.2K -597 -5%
FFWM
2230
Future Financial Wealth Management
Ohio
$409K +$39 +1 +0%
PCM
2231
Pointe Capital Management
Michigan
$409K +$1.71K +44 +0.4%
LB
2232
Legacy Bridge
Iowa
$408K – – –
RVPG
2233
Relative Value Partners Group
$407K -$35.1K -902 -8%
CWG
2234
Cornerstone Wealth Group
North Carolina
$407K -$2.57K -66 -0.6%
PHAM
2235
Palisades Hudson Asset Management
Florida
$407K – – –
PWA
2236
Phoenix Wealth Advisors
North Carolina
$407K – – –
CSM Advisors
2237
CSM Advisors
Pennsylvania
$406K +$403K +10,369 New
NRA
2238
NSI Retail Advisors
Pennsylvania
$406K +$403K +10,369 New
AFAS
2239
Acorn Financial Advisory Services
Virginia
$404K +$2.1K +54 +0.5%
MF
2240
Manchester Financial
California
$402K +$1.94K +50 +0.5%
SAM
2241
Satovsky Asset Management
New York
$402K +$4K +103 +1%
3LCM
2242
3D/L Capital Management
Connecticut
$401K – – –
SNB
2243
Security National Bank
Nebraska
$401K – – –
XSC
2244
X-Square Capital
Puerto Rico
$401K +$13.7K +351 +4%
BA
2245
Ballast Advisors
Minnesota
$401K +$30.6K +788 +8%
SIA
2246
SkyView Investment Advisors
New Jersey
$400K – – –
MWPCG
2247
Measured Wealth Private Client Group
New Hampshire
$399K – – –
55I LLC
2248
55I LLC
Massachusetts
$399K +$162K +4,171 +69%
DC
2249
Defender Capital
North Carolina
$399K +$397K +10,200 New
PWSG
2250
Pacific Wealth Strategies Group
California
$398K – – –