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Name Holding Trade Value Shares
Change
Change in
Stake
5SA
1051
5th Street Advisors
Connecticut
$303K +$302K +4,088 New
CFP
1052
Catalyst Financial Partners
Massachusetts
$303K +$7.54K +102 +3%
RFS
1053
Retirement Financial Solutions
Tennessee
$302K -$3.33K -45 -1%
BIA
1054
Bigelow Investment Advisors
Maine
$301K +$15.1K +204 +5%
BCM
1055
Bridgeway Capital Management
Texas
$301K +$18.5K +250 +7%
TT
1056
TI-Trust
Illinois
$298K
HCM
1057
Hengehold Capital Management
Ohio
$298K
PCA
1058
Pallas Capital Advisors
Massachusetts
$298K -$4.6M -62,174 -94%
CIC
1059
Crawford Investment Counsel
Georgia
$298K -$6.14K -83 -2%
FNBOMD
1060
First National Bank of Mount Dora
Florida
$297K -$63.2K -855 -18%
WAG
1061
Winthrop Advisory Group
Massachusetts
$297K +$1.03K +14 +0.4%
GAG
1062
GM Advisory Group
New York
$296K
WSCM
1063
Wellington Shields Capital Management
New York
$296K
MW
1064
Marcum Wealth
Ohio
$296K +$13.4K +181 +5%
WB
1065
Webster Bank
Connecticut
$295K -$9.39K -127 -3%
CB
1066
Community Bank
New York
$294K -$444K -6,000 -60%
PAI
1067
Pittenger & Anderson Inc
Nebraska
$294K
VWA
1068
V Wealth Advisors
Kansas
$293K -$6.14K -83 -2%
MOS
1069
MGO One Seven
Ohio
$293K -$68.6K -928 -19%
PCA
1070
Peddock Capital Advisors
Massachusetts
$292K -$666 -9 -0.2%
AG
1071
Advocate Group
Minnesota
$292K
RMDI
1072
R.M. Davis Inc
Maine
$291K +$222 +3 +0.1%
GB
1073
Goepper Burkhardt
South Carolina
$291K
MC
1074
Mathes Company
New York
$289K +$288K +3,900 New
HFM
1075
Hartford Funds Management
Pennsylvania
$288K +$33.1K +447 +13%