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Name Holding Trade Value Shares
Change
Change in
Stake
SWIG
2351
Strategic Wealth Investment Group
Kentucky
$219K -$35.7K -126 -13%
FNB
2352
Farmers National Bank
Kentucky
$218K +$264K +932 New
PWAG
2353
Polaris Wealth Advisory Group
California
$218K -$8.79M -30,991 -97%
SW
2354
SkyOak Wealth
Michigan
$218K +$1.42K +5 +0.6%
BFS
2355
Bickling Financial Services
Massachusetts
$217K
DP
2356
Dearborn Partners
Illinois
$216K -$68.1K -240 -22%
ACM
2357
Avalon Capital Management
California
$216K +$236K +831 New
NPP
2358
New Potomac Partners
Maryland
$215K
TF
2359
Trek Financial
Arizona
$215K +$235K +828 New
BCPWM
2360
Bradley & Co Private Wealth Management
Florida
$214K
BFWA
2361
Benchmark Financial Wealth Advisors
Florida
$214K +$31.2K +110 +15%
BCP
2362
Blackhawk Capital Partners
Wisconsin
$212K -$9.08K -32 -4%
HC
2363
Hourglass Capital
Texas
$212K
WG
2364
Welch Group
Alabama
$212K
SWM
2365
Salvus Wealth Management
New Jersey
$212K +$231K +815 New
CCM
2366
Cohen Capital Management
California
$211K
FSC
2367
Full Sail Capital
Oklahoma
$209K
AB
2368
Atlas Brown
Kentucky
$209K +$228K +804 New
VFG
2369
V2 Financial group
Illinois
$208K
IIM
2370
Ipswich Investment Management
Massachusetts
$208K +$28.4K +100 +14%
KA
2371
Klingman & Associates
New York
$208K +$32.1K +113 +16%
FWM
2372
Focused Wealth Management
New York
$208K +$39.7K +140 +21%
LJAC
2373
L.J. Altfest & Co
New York
$207K +$851 +3 +0.4%
XT
2374
XTX Topco
Cayman Islands
$207K +$226K +797 New
FFG
2375
Frisch Financial Group
New York
$204K