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Name Holding Trade Value Shares
Change
Change in
Stake
SIP
2326
Stoneridge Investment Partners
Pennsylvania
$299K -$1.1M -38,122 -79%
SWP
2327
Strategic Wealth Partners
Ohio
$299K -$40.6K -1,407 -12%
GSWM
2328
Golden State Wealth Management
California
$298K -$635K -22,001 -69%
TIM
2329
Total Investment Management
Arizona
$298K -$17.9K -621 -6%
LB
2330
Landmark Bank
Missouri
$297K -$10.8K -373 -4%
EWP
2331
Engrave Wealth Partners
Texas
$295K +$289K +10,008 New
AMCA
2332
Arthur M. Cohen & Associates
Illinois
$295K +$289K +10,009 New
CFD
2333
Creative Financial Designs
Indiana
$294K -$18K -623 -6%
HCA
2334
Harbour Capital Advisors
Virginia
$294K -$18K -622 -6%
HIM
2335
Hanlon Investment Management
New Jersey
$294K +$287K +9,956 New
CH
2336
Canton Hathaway
Rhode Island
$293K -$37.2K -1,290 -11%
BWM
2337
Biltmore Wealth Management
Arizona
$293K
FCT
2338
Family Capital Trust
Massachusetts
$293K
IA
2339
IFG Advisors
Missouri
$293K
WCM
2340
Wisconsin Capital Management
Wisconsin
$293K +$287K +9,930 New
BL
2341
Balentine LLC
Georgia
$292K +$142K +4,923 +99%
LPWM
2342
Lake Point Wealth Management
Texas
$292K +$285K +9,884 New
WA
2343
Wealth Advisors
California
$292K +$292K +10,110 New
FCMC
2344
Founders Capital Management (Connecticut)
Connecticut
$291K -$10.5K -364 -4%
PBF
2345
Petix & Botte Financial
California
$291K +$285K +9,864 New
FWM
2346
Foresight Wealth Management
Utah
$290K -$2.97K -103 -1%
VCM
2347
Versant Capital Management
Arizona
$289K -$9.44K -327 -3%
NEGWA
2348
New England Guild Wealth Advisors
Connecticut
$287K +$19.1K +662 +7%
AIM
2349
Alhambra Investment Management
Florida
$287K +$281K +9,731 New
AIP
2350
Almanack Investment Partners
Pennsylvania
$285K -$11.6K -400 -4%