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Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
2251
Summit Financial Wealth Advisors
Louisiana
$350K +$72.3K +2,393 +25%
AFM
2252
Armstrong Fleming & Moore
District of Columbia
$349K
JBA
2253
Johnson Bixby & Associates
Washington
$349K
VRM
2254
Vectors Research Management
New York
$349K -$9.07K -300 -2%
KA
2255
Klingman & Associates
New York
$348K -$11.5K -381 -3%
IAS
2256
Investment Advisory Services
Texas
$348K -$242K -8,015 -40%
PWMG
2257
Prestige Wealth Management Group
New Jersey
$348K -$8.92K -295 -2%
BBPWM
2258
Blue Bell Private Wealth Management
Pennsylvania
$348K -$55.9K -1,849 -13%
3IP
2259
3Chopt Investment Partners
Virginia
$347K -$834K -27,604 -70%
HFS
2260
Howard Financial Services
Texas
$347K +$365K +12,059 New
FFWM
2261
Future Financial Wealth Management
Ohio
$346K +$28.5K +944 +9%
SB
2262
Sunflower Bank
Texas
$346K +$36.3K +1,202 +11%
SC
2263
Sykon Capital
New York
$346K
GWI
2264
Grace & White Inc
New York
$345K
LCM
2265
Leisure Capital Management
California
$345K -$16.8K -556 -4%
RFN
2266
RDA Financial Network
Iowa
$345K +$35.9K +1,189 +11%
WAL
2267
W Advisors LLC
Tennessee
$344K +$45.7K +1,513 +14%
SSWM
2268
Smith Salley Wealth Management
North Carolina
$343K -$311K -10,277 -46%
LWM
2269
LJI Wealth Management
Indiana
$343K +$28.1K +930 +8%
GI
2270
GAMMA Investing
California
$342K +$381K +12,619 New
FSA
2271
Financial Security Advisor
Virginia
$342K -$80.7K -2,669 -18%
HVP
2272
Hudson Value Partners
Florida
$341K -$181K -5,978 -34%
MFGM
2273
Marshall Financial Group (Maryland)
Maryland
$340K -$13.6K -450 -4%
BSSFA
2274
Baron Silver Stevens Financial Advisors
Florida
$340K -$101K -3,337 -22%
SAM
2275
Satovsky Asset Management
New York
$339K +$4.78K +158 +1%