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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1651
Patriot Financial Group Insurance Agency
Massachusetts
$224K -$9.57K -61 -4%
WIA
1652
Westbourne Investment Advisors
Maryland
$224K
BFO
1653
Biltmore Family Office
North Carolina
$224K -$1.57K -10 -0.7%
CBFP
1654
Cedar Brook Financial Partners
Ohio
$223K -$14.1K -90 -6%
GWWM
1655
Great Waters Wealth Management
Minnesota
$223K +$213K +1,357 New
CCFM
1656
Clear Creek Financial Management
Washington
$222K -$10.8K -69 -4%
AWM
1657
Aprio Wealth Management
Georgia
$222K +$7.84K +50 +3%
GCM
1658
Gables Capital Management
Florida
$221K
MIM
1659
Meixler Investment Management
Arizona
$220K -$784 -5 -0.3%
PP
1660
PrairieView Partners
Minnesota
$220K -$1.41K -9 -0.6%
DCBT
1661
Dakota Community Bank & Trust
North Dakota
$220K +$13.8K +88 +6%
QPWM
1662
Quadrant Private Wealth Management
Pennsylvania
$220K +$232K +1,476 New
SG
1663
Somerset Group
Minnesota
$219K
PCA
1664
Pallas Capital Advisors
Massachusetts
$219K -$122K -775 -36%
WKWM
1665
Walter & Keenan Wealth Management
Indiana
$218K -$118K -750 -34%
OHWP
1666
Oak Harbor Wealth Partners
North Carolina
$217K +$229K +1,459 New
MWM
1667
Madison Wealth Management
Ohio
$217K -$25.7K -164 -10%
AIA
1668
Arbor Investment Advisors
North Carolina
$217K -$10K -64 -4%
HFG
1669
Heron Financial Group
New York
$216K
CNC
1670
Citizens & Northern Corp
Pennsylvania
$215K -$18.2K -116 -7%
MIM
1671
Moseley Investment Management
Florida
$214K -$157 -1 -0.1%
LFA
1672
Legacy Financial Advisors
Kentucky
$213K +$225K +1,432 New
AWA
1673
Alta Wealth Advisors
Massachusetts
$212K
CC
1674
Cannell & Co
New York
$212K +$224K +1,425 New
SIG
1675
Sargent Investment Group
Maryland
$211K