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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1051
Csenge Advisory Group
Florida
$923K +$254K +2,834 +35%
DBIA
1052
Dumont & Blake Investment Advisors
New Jersey
$917K +$716 +8 +0.1%
ZI
1053
ZEGA Investments
Florida
$917K +$7.16K +80 +0.7%
HCP
1054
Hexagon Capital Partners
Arkansas
$913K +$966K +10,787 New
TBC
1055
Ted Buchan & Co
California
$907K +$31.6K +353 +3%
FFA
1056
Founders Financial Alliance
North Carolina
$907K -$165K -1,838 -15%
NS
1057
NBC Securities
Alabama
$906K -$28.8K -322 -3%
WAP
1058
Wealthcare Advisory Partners
Pennsylvania
$903K -$14.3K -160 -1%
DDC
1059
DF Dent & Co
Maryland
$899K +$151K +1,687 +19%
RMP
1060
Richards, Merrill & Peterson
Washington
$896K -$64.5K -721 -6%
IAS
1061
Investment Advisory Services
Texas
$896K -$6.89K -77 -0.7%
BST
1062
Bath Savings Trust
Maine
$895K -$189K -2,114 -17%
CAM
1063
Covenant Asset Management
New Jersey
$895K -$4.12K -46 -0.4%
NSB
1064
Norway Savings Bank
Maine
$894K -$41.3K -461 -4%
SMA
1065
Sage Mountain Advisors
Georgia
$893K +$76.7K +857 +9%
CFG
1066
Chapman Financial Group
Hawaii
$890K -$35.9K -401 -4%
SBFM
1067
S-Bank Fund Management
Finland
$886K -$12.3K -137 -1%
SAI
1068
Savvy Advisors Inc
New York
$884K +$307K +3,430 +49%
FCA
1069
FLC Capital Advisors
California
$876K
V
1070
VeraBank
Texas
$874K -$159K -1,776 -15%
WWM
1071
Western Wealth Management
Colorado
$873K -$75.9K -848 -8%
MA
1072
Montag & Associates
Georgia
$870K +$2.15K +24 +0.2%
GF
1073
Gabelli Funds
New York
$867K -$22.4K -250 -2%
TBWA
1074
Three Bridge Wealth Advisors
California
$865K +$55K +614 +6%
LFP
1075
Leeward Financial Partners
Washington
$863K -$22.1K -247 -2%