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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
951
Pinnacle Wealth Planning Services
Ohio
$410K +$16.5K +310 +4%
SFM
952
Systematic Financial Management
New Jersey
$408K
CT
953
Colonial Trust
South Carolina
$407K -$2.65K -50 -0.6%
DAS
954
Dynamic Advisor Solutions
Arizona
$406K -$61.2K -1,152 -12%
CB
955
Cadence Bank
Mississippi
$406K -$75.8K -1,427 -15%
SI
956
Saxon Interests
Texas
$405K +$28.7K +541 +7%
TNBTD
957
Trustmark National Bank Trust Department
Mississippi
$403K
IFWM
958
Institute for Wealth Management
Colorado
$402K -$3.61K -68 -0.8%
V
959
VeraBank
Texas
$402K -$44.1K -831 -9%
FIA
960
Foundations Investment Advisors
Arizona
$401K +$434K +8,174 New
CPA
961
Court Place Advisors
Maryland
$400K -$17.3K -325 -4%
RWM
962
Ritholtz Wealth Management
New York
$398K +$93.2K +1,755 +28%
SWM
963
Stockman Wealth Management
Montana
$398K -$246K -4,626 -36%
WWMSC
964
Wagner Wealth Management (South Carolina)
South Carolina
$397K +$75.7K +1,425 +21%
SHFA
965
SS&H Financial Advisors
Michigan
$395K
CAAS
966
Capital Asset Advisory Services
Michigan
$395K +$122K +2,303 +40%
JHCP
967
Jackson Hole Capital Partners
Oklahoma
$395K +$427K +8,040 New
GAG
968
GM Advisory Group
New York
$394K -$286K -5,393 -40%
CIM
969
CIM Investment Management
Pennsylvania
$393K +$18K +339 +4%
REMPR
970
Roof Eidam Maycock Peralta (REMP)
California
$393K
LCS
971
Levin Capital Strategies
New York
$391K
SFPG
972
Stonebridge Financial Planning Group
Florida
$390K +$138K +2,590 +48%
EML
973
Eos Management LP
New York
$388K
KA
974
Kovack Advisors
Florida
$387K +$52.6K +991 +14%
KTC
975
Kistler-Tiffany Companies
Pennsylvania
$387K +$161K +3,024 +62%