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Name Holding Trade Value Shares
Change
Change in
Stake
PRI
2226
Prepared Retirement Institute
Pennsylvania
$330K -$48.2K -1,843 -12%
BFA
2227
Beaumont Financial Advisors
Massachusetts
$330K -$58.6K -2,240 -15%
ML
2228
McAdam LLC
Pennsylvania
$329K -$201K -7,667 -37%
CSI
2229
Cross Staff Investments
New York
$328K
WFC
2230
Western Financial Corp
California
$327K -$22.4K -855 -6%
WW
2231
Waterfront Wealth
Kansas
$327K -$13.7K -523 -4%
AWMM
2232
Aegis Wealth Management (Maryland)
Maryland
$327K +$52 +2 +0%
PAS
2233
PKS Advisory Services
New York
$327K +$22.2K +849 +7%
QC
2234
Quent Capital
New York
$326K +$44.3K +1,694 +15%
WAM
2235
Walker Asset Management
Missouri
$326K +$33.1K +1,264 +11%
SCM
2236
Stonehearth Capital Management
Massachusetts
$326K +$7.85K +300 +2%
BRWM
2237
Blue Rock Wealth Management
North Carolina
$325K +$333K +12,709 New
MF
2238
Manchester Financial
California
$325K
AFPL
2239
Advus Financial Partners, LLC
Florida
$325K +$20.5K +783 +6%
VDI
2240
Vaughan David Investments
Illinois
$325K +$2.69K +103 +0.8%
HGWM
2241
Horst & Graben Wealth Management
Oregon
$325K +$6.52K +249 +2%
MC
2242
Mirabaud & Cie
Switzerland
$324K +$30.1K +1,150 +10%
FFS
2243
Founders Financial Securities
Maryland
$324K +$59.2K +2,263 +19%
SAM
2244
Strive Asset Management
Ohio
$323K -$99.3K -3,796 -23%
SAM
2245
Satovsky Asset Management
New York
$323K +$2.77K +106 +0.8%
BFS
2246
BridgePort Financial Solutions
Iowa
$322K +$837 +32 +0.3%
IGGA
2247
Iron Gate Global Advisors
Utah
$322K +$262 +10 +0.1%
MW
2248
MBL Wealth
North Carolina
$321K +$332K +12,670 New
UAML
2249
US Asset Management LLC
Pennsylvania
$320K -$1.2K -46 -0.4%
FFC
2250
First Financial Corp
Indiana
$320K -$24.2K -925 -7%