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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
2051
Bickling Financial Services
Massachusetts
$270K +$7.55K +67 +3%
YWS
2052
Yarger Wealth Strategies
Ohio
$270K +$260K +2,304 New
NCM
2053
NCM Capital Management
New Jersey
$269K +$259K +2,300 New
SAM
2054
Secure Asset Management
Michigan
$269K +$260K +2,302 New
KPW
2055
Kore Private Wealth
New York
$268K -$39K -346 -13%
CFSG
2056
Clark Financial Services Group
Missouri
$268K +$16.9K +150 +7%
CC
2057
Constitution Capital
Connecticut
$267K -$130K -1,150 -34%
PA
2058
PSI Advisors
Florida
$267K +$45.2K +401 +21%
AFG
2059
Allegheny Financial Group
Pennsylvania
$265K -$44.8K -397 -15%
SCA
2060
Sage Capital Advisors
South Dakota
$265K +$451 +4 +0.1%
IIA
2061
Integral Investment Advisors
California
$265K +$256K +2,267 New
UBV
2062
United Bank (Virginia)
Virginia
$263K
FNC
2063
First National Corp
Massachusetts
$263K +$113 +1 +0%
CWP
2064
Concord Wealth Partners
Virginia
$263K +$175K +1,548 +222%
MWAM
2065
Manhattan West Asset Management
California
$263K +$254K +2,251 New
EWA
2066
Evolution Wealth Advisors
Florida
$262K
TNB
2067
Thomasville National Bank
Georgia
$262K +$16.9K +150 +7%
BAAM
2068
Baker Avenue Asset Management
California
$261K -$47.1K -418 -16%
MIAS
2069
Mason Investment Advisory Services
Virginia
$260K
CA
2070
Calton & Associates
Florida
$259K -$21.5K -191 -8%
TW
2071
TrinityPoint Wealth
Connecticut
$259K -$11.3K -100 -4%
SAA
2072
Southeast Asset Advisors
Georgia
$259K -$1.13K -10 -0.4%
AIS
2073
AM Investment Strategies
Tennessee
$259K +$338 +3 +0.1%
ATFA
2074
All Terrain Financial Advisors
Minnesota
$258K
ST
2075
Sageworth Trust
Pennsylvania
$257K -$804K -7,128 -76%