Name Holding Trade Value Shares
Change
Change in
Stake
QPW
2526
Quantum Private Wealth
Florida
$357K -$17.1K -75 -5%
TFA
2527
Tobias Financial Advisors
Florida
$356K -$68.4K -300 -18%
FWM
2528
Fortress Wealth Management
California
$356K -$4.56K -20 -1%
SRA
2529
Secured Retirement Advisors
Minnesota
$356K +$12.3K +54 +4%
PFA
2530
Petra Financial Advisors
Colorado
$356K +$310K +1,361 New
LWANC
2531
Laurel Wealth Advisors (North Carolina)
North Carolina
$356K -$22.8K -100 -7%
PA
2532
Pineridge Advisors
Missouri
$354K +$13.7K +60 +5%
HWMO
2533
Heritage Wealth Management (Ohio)
Ohio
$353K -$2.28K -10 -0.7%
PFP
2534
Paragon Financial Partners
California
$353K – – –
JA
2535
JVL Associates
Michigan
$353K +$307K +1,347 New
TLA
2536
Tanglewood Legacy Advisors
Texas
$352K – – –
ONSWM
2537
Old North State Wealth Management
North Carolina
$352K -$31.9K -140 -9%
CCAM
2538
Cascades Capital Asset Management
North Carolina
$351K +$306K +1,342 New
AFG
2539
ABLE Financial Group
Arizona
$349K – – –
SSW
2540
Smith Shellnut Wilson
Mississippi
$349K – – –
CWA
2541
Centennial Wealth Advisory
Michigan
$349K -$6.16K -27 -2%
SBWIC
2542
Schaper Benz & Wise Investment Counsel
Wisconsin
$348K -$6.84K -30 -2%
AGAM
2543
Audent Global Asset Management
California
$347K -$348K -1,525 -53%
LJAC
2544
L.J. Altfest & Co
New York
$347K +$52.2K +229 +21%
KAM
2545
Knightsbridge Asset Management
California
$347K +$456 +2 +0.2%
HCM
2546
Hengehold Capital Management
Ohio
$346K +$5.47K +24 +2%
SCA
2547
Stonebridge Capital Advisors
Minnesota
$346K +$7.53K +33 +3%
EBT
2548
Enterprise Bank & Trust
Massachusetts
$346K +$301K +1,321 New
MAM
2549
McCarthy Asset Management
California
$345K -$1.38M -6,045 -82%
CHC
2550
City Holding Co
West Virginia
$345K -$18.2K -80 -6%