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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
3801
Pathway Financial Advisers
Indiana
$293K +$7.54K +17 +3%
WFL
3802
Wealth Forward LLC
North Dakota
$293K +$21.7K +49 +8%
NRWA
3803
North Ridge Wealth Advisors
Oregon
$292K -$39K -88 -12%
LIM
3804
Loudon Investment Management
New Hampshire
$292K – – –
OPW
3805
Osprey Private Wealth
New York
$292K – – –
SI
3806
Stirlingshire Investments
New York
$292K +$288K +650 New
MWM
3807
Mascoma Wealth Management
New Hampshire
$292K -$29.3K -66 -9%
SAM
3808
Sequent Asset Management
Texas
$291K +$26.6K +60 +10%
EPIMS
3809
Evelyn Partners Investment Management Services
$291K – – –
ATWA
3810
Arbor Trust Wealth Advisors
Michigan
$291K -$24.4K -55 -8%
SFG
3811
Seamount Financial Group
Colorado
$290K -$159K -359 -36%
CKAIS
3812
Christensen King & Associates Investment Services
Washington
$290K – – –
DFS
3813
Demming Financial Services
Ohio
$290K +$286K +645 New
AC
3814
Annandale Capital
Texas
$290K +$286K +645 New
AWM
3815
Aries Wealth Management
Maine
$290K +$285K +644 New
SA
3816
SAM Advisors
California
$290K +$285K +644 New
DI
3817
DDFG Inc
California
$288K +$2.66K +6 +0.9%
MF
3818
Montis Financial
Massachusetts
$286K -$130K -293 -32%
TA
3819
Tectonic Advisors
Texas
$286K +$443 +1 +0.2%
AAMC
3820
Asset Allocation & Management Company
Illinois
$286K – – –
SC
3821
Scratch Capital
Idaho
$286K +$25.3K +57 +10%
EB
3822
Exchange Bank
California
$285K -$13.7K -31 -5%
Heritage Investors Management Corp
3823
Heritage Investors Management Corp
Maryland
$285K -$31K -70 -10%
CCM
3824
Capstone Capital Management
$285K +$281K +633 New
KOMWMG
3825
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$285K -$25.7K -58 -8%