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Name Holding Trade Value Shares
Change
Change in
Stake
AC
2351
Apella Capital
Connecticut
$219K -$56.2K -198 -19%
SWIG
2352
Strategic Wealth Investment Group
Kentucky
$219K -$35.7K -126 -13%
FNB
2353
Farmers National Bank
Kentucky
$218K +$264K +932 New
PWAG
2354
Polaris Wealth Advisory Group
California
$218K -$8.79M -30,991 -97%
SW
2355
SkyOak Wealth
Michigan
$218K +$1.42K +5 +0.6%
BFS
2356
Bickling Financial Services
Massachusetts
$217K – – –
DP
2357
Dearborn Partners
Illinois
$216K -$68.1K -240 -22%
ACM
2358
Avalon Capital Management
California
$216K +$236K +831 New
NPP
2359
New Potomac Partners
Maryland
$215K – – –
TF
2360
Trek Financial
Arizona
$215K +$235K +828 New
BCPWM
2361
Bradley & Co Private Wealth Management
Florida
$214K – – –
BFWA
2362
Benchmark Financial Wealth Advisors
Florida
$214K +$31.2K +110 +15%
BCP
2363
Blackhawk Capital Partners
Wisconsin
$212K -$9.08K -32 -4%
HC
2364
Hourglass Capital
Texas
$212K – – –
WG
2365
Welch Group
Alabama
$212K – – –
SWM
2366
Salvus Wealth Management
New Jersey
$212K +$231K +815 New
CCM
2367
Cohen Capital Management
California
$211K – – –
FSC
2368
Full Sail Capital
Oklahoma
$209K – – –
AB
2369
Atlas Brown
Kentucky
$209K +$228K +804 New
VFG
2370
V2 Financial group
Illinois
$208K – – –
IIM
2371
Ipswich Investment Management
Massachusetts
$208K +$28.4K +100 +14%
KA
2372
Klingman & Associates
New York
$208K +$32.1K +113 +16%
FWM
2373
Focused Wealth Management
New York
$208K +$39.7K +140 +21%
LJAC
2374
L.J. Altfest & Co
New York
$207K +$851 +3 +0.4%
XT
2375
XTX Topco
Cayman Islands
$207K +$226K +797 New