Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1751
Evanson Asset Management
California
$304K -$39.4K -2,266 -12%
PAG
1752
Powers Advisory Group
Illinois
$303K -$35.4K -2,035 -11%
PSC
1753
Prentiss Smith & Co
Vermont
$302K – – –
CWM
1754
C2C Wealth Management
Arizona
$302K – – –
CFFP
1755
Center for Financial Planning
Michigan
$301K -$70 -4 -0%
EIG
1756
Ellenbecker Investment Group
Wisconsin
$301K +$6.66K +383 +2%
MHB
1757
Midwest Heritage Bank
Iowa
$300K +$27K +1,551 +11%
CWM
1758
Connecticut Wealth Management
Connecticut
$300K +$79.2K +4,555 +41%
LWA
1759
Lineweaver Wealth Advisors
Ohio
$299K +$4.19K +241 +2%
BFG
1760
Beacon Financial Group
Texas
$299K -$3.13K -180 -1%
FFBTD
1761
First Financial Bank - Trust Division
Ohio
$299K -$81.6K -4,692 -23%
RB
1762
Renasant Bank
Mississippi
$299K -$59.5K -3,422 -18%
TA
1763
TruWealth Advisors
Louisiana
$299K +$7.27K +418 +3%
VBCG
1764
Valley Brook Capital Group
Pennsylvania
$298K -$29.8K -1,712 -10%
AWAG
1765
ARS Wealth Advisors Group
Florida
$298K -$7.06K -406 -3%
WKWM
1766
Walter & Keenan Wealth Management
Indiana
$297K -$28.7K -1,650 -10%
PSB
1767
Passumpsic Savings Bank
Vermont
$296K +$36.2K +2,081 +16%
CWP
1768
Concord Wealth Partners
Virginia
$295K -$7.56K -435 -3%
PIMG
1769
Patriot Investment Management Group
Tennessee
$294K -$1.77K -102 -0.7%
CW
1770
Channel Wealth
California
$293K -$8.57K -493 -3%
MA
1771
MCF Advisors
Kentucky
$293K -$49.9K -2,867 -16%
RWP
1772
Ridgecrest Wealth Partners
California
$293K -$31K -1,781 -10%
WCM
1773
Whitener Capital Management
North Carolina
$293K +$65.5K +3,769 +33%
NAS
1774
NWF Advisory Services
California
$293K +$3.83K +220 +1%
SWP
1775
ShoreHaven Wealth Partners
New Jersey
$292K +$2.8K +161 +1%