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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
2376
Powell Investment Advisors
Florida
$673K +$99 +2 +0%
FA
2377
Fagan Associates
New York
$673K +$79.6K +1,606 +16%
SIC
2378
Samalin Investment Counsel
New York
$669K +$16.8K +339 +3%
GPA
2379
Guerra Pan Advisors
New Jersey
$669K +$561K +11,329 New
JGIA
2380
Jackson Grant Investment Advisers
Connecticut
$668K +$2.33K +47 +0.4%
IA
2381
Insight Advisors
Pennsylvania
$667K -$9.56K -193 -2%
NF
2382
NTB Financial
Colorado
$667K +$559K +11,287 New
LFM
2383
LGT Fund Management
Liechtenstein
$667K +$560K +11,300 New
AIM
2384
Alhambra Investment Management
Florida
$663K
SDWMA
2385
Schneider Downs Wealth Management Advisors
Pennsylvania
$661K -$6.79K -137 -1%
CFA
2386
Compass Financial Advisors
Indiana
$661K +$555K +11,192 New
COCM
2387
Charter Oak Capital Management
New Hampshire
$660K +$842 +17 +0.2%
BEAM
2388
Baker Ellis Asset Management
Washington
$660K +$20.6K +416 +4%
SCM
2389
SKBA Capital Management
California
$658K -$104K -2,100 -16%
MWM
2390
Mattern Wealth Management
Kansas
$658K
PWSG
2391
Pacific Wealth Strategies Group
California
$656K +$15.3K +309 +3%
PIA
2392
Pinion Investment Advisors
Kansas
$655K -$2.63K -53 -0.5%
FSG
2393
Financial Strategies Group
Michigan
$654K -$10.1K -203 -2%
JWBC
2394
John W. Bristol & Co
New York
$654K
TP
2395
Tranquility Partners
Tennessee
$652K +$8.18K +165 +2%
FP
2396
Fiduciary Planning
Florida
$651K -$96.6K -1,950 -15%
PWA
2397
Physician Wealth Advisors
Utah
$651K
ICM
2398
IMS Capital Management
Oregon
$651K +$59.7K +1,204 +12%
AA
2399
ACT Advisors
North Carolina
$650K +$12.9K +261 +2%
LFA
2400
Laraway Financial Advisors
Minnesota
$650K +$546K +11,010 New