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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
2401
Almanack Investment Partners
Pennsylvania
$240K +$2.27K +90 +0.9%
DBIA
2402
Dumont & Blake Investment Advisors
New Jersey
$240K -$5.6K -222 -2%
BIA
2403
Bigelow Investment Advisors
Maine
$239K -$91.2K -3,617 -27%
GSWA
2404
Good Steward Wealth Advisors
Tennessee
$239K -$50K -1,982 -17%
PAS
2405
PKS Advisory Services
New York
$239K -$51.4K -2,040 -18%
SFG
2406
SageGuard Financial Group
Tennessee
$238K +$242K +9,578 New
KFC
2407
Klingenstein Fields & Co
New York
$238K +$5.04K +200 +2%
PWA
2408
Physician Wealth Advisors
Utah
$237K +$10.5K +418 +5%
DAC
2409
Dutch Asset Corp
New York
$237K +$240K +9,501 New
OAS
2410
Optivise Advisory Services
Tennessee
$237K +$240K +9,516 New
PWP
2411
Perfromance Wealth Partners
Illinois
$237K +$240K +9,512 New
AWMM
2412
Aegis Wealth Management (Maryland)
Maryland
$236K -$60.1K -2,382 -20%
WCFA
2413
Walkner Condon Financial Advisors
Wisconsin
$236K +$11.5K +457 +5%
LCM
2414
Leisure Capital Management
California
$236K – – –
AIM
2415
Alhambra Investment Management
Florida
$236K -$12.8K -509 -5%
WF
2416
WealthPoint Financial
North Carolina
$235K +$238K +9,456 New
FZCM
2417
Flynn Zito Capital Management
New York
$235K +$5.4K +214 +2%
BFA
2418
Beaumont Financial Advisors
Massachusetts
$235K -$23.9K -946 -9%
PWM
2419
Pines Wealth Management
North Carolina
$235K +$10.1K +400 +4%
EA
2420
Eclectic Associates
California
$234K -$72.3K -2,866 -23%
AWA
2421
AGH Wealth Advisors
Kansas
$234K +$10.3K +409 +5%
CRIG
2422
Charter Research & Investment Group
Connecticut
$234K -$61.8K -2,450 -21%
ETS
2423
ESL Trust Services
New York
$233K – – –
VFP
2424
Verus Financial Partners
Virginia
$233K -$39.1K -1,552 -15%
TA
2425
Townsend & Associates
Colorado
$233K +$5.09K +202 +2%