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Name Holding Trade Value Shares
Change
Change in
Stake
FS
2401
Financial Symmetry
North Carolina
$529K +$16.7K +50 +3%
ACS
2402
Archford Capital Strategies
Illinois
$528K +$36.3K +109 +6%
GFG
2403
GR Financial Group
Arizona
$528K +$131K +393 +24%
RBC
2404
Romano Brothers & Co
Illinois
$528K -$18.7K -56 -3%
MSG
2405
Main Street Group
Virginia
$527K +$67.7K +203 +11%
FNC
2406
First National Corp
Massachusetts
$526K +$408K +1,223 +152%
KSB
2407
Kennebec Savings Bank
Maine
$521K -$13K -39 -2%
KCM
2408
KRS Capital Management
Michigan
$521K
NWA
2409
Navis Wealth Advisors
New York
$520K -$60K -180 -8%
AWM
2410
Affinity Wealth Management
Delaware
$520K -$40K -120 -6%
TWM
2411
TSA Wealth Management
Texas
$520K +$75K +225 +13%
WPA
2412
Wealth Preservation Advisors
Tennessee
$520K +$669K +2,006 New
MAM
2413
McLean Asset Management
Virginia
$520K +$461K +1,384 +144%
BB
2414
Berkshire Bank
Massachusetts
$519K -$1.87M -5,620 -74%
LA
2415
Latitude Advisors
Florida
$519K +$172K +517 +35%
FCM
2416
Firsthand Capital Management
California
$518K -$333K -1,000 -33%
AIC
2417
Anthracite Investment Company
Texas
$518K +$667K +2,000 New
WC
2418
Wexford Capital
Florida
$518K +$667K +2,000 New
CG
2419
Clarus Group
Texas
$517K +$162K +486 +32%
SBF
2420
Sara-Bay Financial
Florida
$516K +$653K +1,959 New
TWP
2421
Total Wealth Planning
Ohio
$515K +$18.7K +56 +3%
APG
2422
Abacus Planning Group
South Carolina
$515K +$86.3K +259 +15%
GL
2423
Gerber LLC
Ohio
$514K -$9.94M -29,840 -94%
LWM
2424
Lodestone Wealth Management
Washington
$514K +$68K +204 +11%
CT
2425
Caldwell Trust
Florida
$514K