Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1476
Sovereign Financial Group
Connecticut
$308K +$894 +6 +0.3%
AT
1477
Avalon Trust
New Mexico
$308K -$29.6K -199 -9%
SAM
1478
Strategy Asset Managers
California
$307K -$5.08M -34,116 -95%
HWA
1479
HHM Wealth Advisors
Tennessee
$306K -$92K -618 -24%
CCG
1480
Ceeto Capital Group
Florida
$306K – – –
VCP
1481
Vista Capital Partners
Oregon
$306K +$298 +2 +0.1%
GWM
1482
Geneos Wealth Management
Colorado
$306K +$53.9K +362 +23%
DCBT
1483
Dakota Community Bank & Trust
North Dakota
$305K +$1.64K +11 +0.6%
BHB
1484
Bank Hapoalim BM
Israel
$305K -$564K -3,789 -66%
PSB
1485
Piscataqua Savings Bank
New Hampshire
$305K – – –
JWA
1486
JFS Wealth Advisors
Pennsylvania
$300K +$178K +1,192 +163%
CWA
1487
Clarity Wealth Advisors
California
$298K -$4.32K -29 -1%
FWCM
1488
Ferguson Wellman Capital Management
Oregon
$298K -$96.2K -646 -25%
EP
1489
EPIQ Partners
Minnesota
$297K – – –
AWM
1490
Angeles Wealth Management
California
$297K -$10.4K -70 -4%
BHA
1491
Beech Hill Advisors
New York
$297K – – –
CWM
1492
Centurion Wealth Management
Virginia
$297K +$284K +1,905 New
LC
1493
LCNB Corp
Ohio
$297K +$6.7K +45 +2%
FOA
1494
Five Oceans Advisors
California
$294K +$281K +1,888 New
CHP
1495
Cable Hill Partners
Oregon
$293K -$27K -181 -9%
PBK
1496
Peoples Bank (Kansas)
Kansas
$292K – – –
APG
1497
Abacus Planning Group
South Carolina
$292K +$16.2K +109 +6%
NJIM
1498
Nabity-Jensen Investment Management
Nebraska
$292K – – –
KCPG
1499
Kavar Capital Partners Group
Kansas
$291K -$1.49K -10 -0.5%
RCM
1500
RB Capital Management
Nevada
$291K -$74K -497 -21%