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Name Holding Trade Value Shares
Change
Change in
Stake
BA
2126
Ballew Advisors
Mississippi
$257K +$25.7K +1,070 +12%
CWM
2127
Confluence Wealth Management
Oregon
$255K -$20.6K -857 -8%
KTA
2128
Keeley-Teton Advisors
Illinois
$255K +$31.8K +1,324 +15%
BC
2129
Barnett & Company
Tennessee
$253K +$90.5K +3,774 +61%
BWM
2130
Biltmore Wealth Management
Arizona
$252K
FCT
2131
Family Capital Trust
Massachusetts
$251K
SC
2132
Saturna Capital
Washington
$251K
AWA
2133
AmeriServ Wealth Advisors
Pennsylvania
$251K +$13.1K +548 +6%
BWM
2134
Baystate Wealth Management
Massachusetts
$251K +$16.7K +695 +8%
FFS
2135
Founders Financial Securities
Maryland
$250K +$237K +9,882 New
SNBOSD
2136
Security National Bank of So Dak
Iowa
$249K -$15.3K -640 -6%
ECM
2137
EagleClaw Capital Management
Massachusetts
$249K
FWM
2138
Foresight Wealth Management
Utah
$249K +$4.72K +197 +2%
ECAM
2139
East Coast Asset Management
Massachusetts
$248K +$7.32K +305 +3%
RWA
2140
Redhawk Wealth Advisors
Minnesota
$248K +$235K +9,815 New
AIP
2141
Almanack Investment Partners
Pennsylvania
$247K +$13.1K +547 +6%
HFS
2142
Howard Financial Services
Texas
$246K -$20.5K -853 -8%
AWM
2143
Aevitas Wealth Management
Massachusetts
$244K -$128K -5,343 -36%
HI
2144
Human Investing
Oregon
$244K +$104K +4,350 +82%
MTC
2145
McDaniel Terry & Co
Texas
$243K -$1.8K -75 -0.8%
SIG
2146
Schaller Investment Group
North Carolina
$242K
PFA
2147
Pure Financial Advisors
California
$241K -$23.1K -962 -9%
CPR
2148
CSU Producer Resources
Ohio
$241K
HA
2149
Harbor Advisors
Florida
$241K
HCM
2150
Hudson Capital Management
New Jersey
$239K +$168 +7 +0.1%