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Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
1501
Strategic Family Wealth Counselors
New Jersey
$308K
AIM
1502
Avity Investment Management
Connecticut
$307K
MAM
1503
MMA Asset Management
Pennsylvania
$306K +$784 +5 +0.2%
PTC
1504
Philadelphia Trust Company
Pennsylvania
$303K
FMP
1505
Financial Management Professionals
Texas
$303K +$27.8K +177 +10%
SF
1506
Summit Financial
New Jersey
$303K -$119K -758 -27%
PTB
1507
Pioneer Trust Bank
Oregon
$302K
KFC
1508
Klingenstein Fields & Co
New York
$301K -$103K -655 -24%
BONH
1509
Bank of New Hampshire
New Hampshire
$301K
SPFA
1510
Summit Place Financial Advisors
New Jersey
$300K +$316K +2,016 New
RCA
1511
Reitz Capital Advisors
Michigan
$300K +$316K +2,015 New
AI
1512
Atom Investors
Texas
$300K +$316K +2,012 New
EW
1513
Evoke Wealth
California
$299K -$20.9K -133 -6%
BFW
1514
Brady Family Wealth
Missouri
$298K +$314K +2,001 New
HCM
1515
Highview Capital Management
Illinois
$298K
SA
1516
SRH Advisors
Kansas
$298K
SCM
1517
Stonebridge Capital Management
California
$298K
CHP
1518
Cable Hill Partners
Oregon
$298K -$9.41K -60 -3%
FFA
1519
Farther Finance Advisors
California
$298K +$313K +1,996 New
GFP
1520
Gryphon Financial Partners
Ohio
$296K
RPWA
1521
Regent Peak Wealth Advisors
Georgia
$295K -$941 -6 -0.3%
LMKC
1522
L.M. Kohn & Company
Ohio
$295K -$1.25K -8 -0.4%
SC
1523
Scotia Capital
Ontario, Canada
$294K -$775K -4,937 -71%
CFA
1524
CWS Financial Advisors
Michigan
$294K -$38.1K -243 -14%
BST
1525
Bath Savings Trust
Maine
$294K +$3.14K +20 +1%