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Name Holding Trade Value Shares
Change
Change in
Stake
MFC
1476
Mechanics Financial Corp
Ohio
$352K +$2.8K +35 +0.7%
OBGC
1477
O'Brien Greene & Co
Pennsylvania
$351K -$927K -11,577 -70%
RWA
1478
Ropes Wealth Advisors
Massachusetts
$350K +$41.7K +521 +12%
PWA
1479
Phoenix Wealth Advisors
North Carolina
$350K +$393K +4,911 New
PPC
1480
Park Place Capital
Alabama
$347K +$390K +4,869 New
NDSI
1481
Newman Dignan & Sheerar Inc
Rhode Island
$346K -$33.9K -423 -8%
OIA
1482
OneDigital Investment Advisors
Kansas
$345K +$16.9K +211 +5%
WIM
1483
WealthPlan Investment Management
Nebraska
$342K -$39.4K -492 -10%
CCA
1484
Cobblestone Capital Advisors
New York
$341K -$5.2K -65 -1%
AI
1485
Accredited Investors
Minnesota
$341K -$800 -10 -0.2%
SFG
1486
Synergy Financial Group
California
$340K -$165K -2,060 -30%
LJAC
1487
L.J. Altfest & Co
New York
$338K +$4.56K +57 +1%
CMTU
1488
Capital Markets Trading (UK)
United Kingdom
$338K +$380K +4,751 New
AIM
1489
Arcadia Investment Management
Michigan
$335K -$1.48M -18,530 -80%
WCM
1490
Whitener Capital Management
North Carolina
$335K +$17.7K +221 +5%
CFA
1491
CWS Financial Advisors
Michigan
$335K +$111K +1,381 New
CHAM
1492
Clear Harbor Asset Management
Connecticut
$334K -$41.1K -514 -10%
NCM
1493
NCM Capital Management
New Jersey
$334K +$38.4K +480 +11%
WP
1494
WealthPLAN Partners
Nebraska
$332K +$344K +4,301 New
SMC
1495
Smith, Moore & Co
Missouri
$331K -$22K -275 -6%
DBIA
1496
Dumont & Blake Investment Advisors
New Jersey
$331K -$22.2K -277 -6%
ETIA
1497
Epic Trust Investment Advisors
Washington
$331K -$21.3K -266 -5%
SOS
1498
Silver Oak Securities
Tennessee
$330K +$119K +1,488 +47%
FFA
1499
Founders Financial Alliance
North Carolina
$328K -$88.8K -1,110 -19%
ISWM
1500
Independent Solutions Wealth Management
New York
$328K -$33.3K -416 -8%