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Name Holding Trade Value Shares
Change
Change in
Stake
XF
1501
XML Financial
Maryland
$309K +$12.9K +82 +4%
SFWC
1502
Strategic Family Wealth Counselors
New Jersey
$308K – – –
AIM
1503
Avity Investment Management
Connecticut
$307K – – –
MAM
1504
MMA Asset Management
Pennsylvania
$306K +$784 +5 +0.2%
PTC
1505
Philadelphia Trust Company
Pennsylvania
$303K – – –
FMP
1506
Financial Management Professionals
Texas
$303K +$27.8K +177 +10%
Summit Financial
1507
Summit Financial
New Jersey
$303K -$119K -758 -27%
PTB
1508
Pioneer Trust Bank
Oregon
$302K – – –
Klingenstein Fields & Co
1509
Klingenstein Fields & Co
New York
$301K -$103K -655 -24%
BONH
1510
Bank of New Hampshire
New Hampshire
$301K – – –
SPFA
1511
Summit Place Financial Advisors
New Jersey
$300K +$316K +2,016 New
RCA
1512
Reitz Capital Advisors
Michigan
$300K +$316K +2,015 New
AI
1513
Atom Investors
Texas
$300K +$316K +2,012 New
EW
1514
Evoke Wealth
California
$299K -$20.9K -133 -6%
BFW
1515
Brady Family Wealth
Missouri
$298K +$314K +2,001 New
HCM
1516
Highview Capital Management
Illinois
$298K – – –
SA
1517
SRH Advisors
Kansas
$298K – – –
SCM
1518
Stonebridge Capital Management
California
$298K – – –
CHP
1519
Cable Hill Partners
Oregon
$298K -$9.41K -60 -3%
Farther Finance Advisors
1520
Farther Finance Advisors
California
$298K +$313K +1,996 New
GFP
1521
Gryphon Financial Partners
Ohio
$296K – – –
RPWA
1522
Regent Peak Wealth Advisors
Georgia
$295K -$941 -6 -0.3%
LMKC
1523
L.M. Kohn & Company
Ohio
$295K -$1.25K -8 -0.4%
Scotia Capital
1524
Scotia Capital
Ontario, Canada
$294K -$775K -4,937 -71%
CFA
1525
CWS Financial Advisors
Michigan
$294K -$38.1K -243 -14%