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Name Holding Trade Value Shares
Change
Change in
Stake
NC
2251
NBW Capital
Massachusetts
$355K +$39.1K +1,100 +13%
VFG
2252
V2 Financial group
Illinois
$354K +$30.6K +862 +10%
HR
2253
Hardy Reed
Mississippi
$353K -$1.06K -30 -0.3%
PWAG
2254
Polaris Wealth Advisory Group
California
$353K +$24.3K +684 +8%
GIA
2255
Granite Investment Advisors
New Hampshire
$352K
ECAM
2256
East Coast Asset Management
Massachusetts
$351K -$14K -395 -4%
CFA
2257
Capstone Financial Advisors
Illinois
$350K -$161K -4,531 -32%
EIA
2258
Eldridge Investment Advisors
New Hampshire
$350K +$5.15K +145 +2%
AWA
2259
Acorn Wealth Advisors
Michigan
$350K +$7.17K +202 +2%
EWM
2260
EPG Wealth Management
Georgia
$349K +$15.4K +433 +5%
PCMC
2261
Private Capital Management (Colorado)
Colorado
$349K +$28.2K +793 +9%
T
2262
TRUADVICE
Florida
$348K +$51K +1,435 +19%
FPWM
2263
FSB Premier Wealth Management
Iowa
$346K +$6.21K +175 +2%
AG
2264
Appleton Group
Wisconsin
$346K +$339K +9,561 New
SWMG
2265
Strategic Wealth Management Group
Maryland
$345K +$16.4K +463 +5%
EW
2266
Element Wealth
Mississippi
$345K +$25.1K +708 +8%
FP
2267
Foundry Partners
Minnesota
$343K -$18.2M -512,965 -98%
FPCP
2268
Fort Point Capital Partners
California
$343K +$336K +9,456 New
BA
2269
Ballast Advisors
Minnesota
$342K +$22.5K +633 +7%
WGAM
2270
Wilkinson Global Asset Management
New York
$342K +$335K +9,446 New
SLF
2271
Sun Life Financial
Ontario, Canada
$341K +$38.4K +1,081 +13%
HFA
2272
High Falls Advisors
New York
$340K +$888 +25 +0.3%
PJSIMP
2273
P.J. Schmidt Investment Management (PJS)
Wisconsin
$340K +$8.88K +250 +3%
NJBEST
2274
New Jersey Better Educational Savings Trust
New Jersey
$339K -$74.6K -2,100 -18%
PIA
2275
Perennial Investment Advisors
California
$339K +$4.51K +127 +1%