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Name Holding Trade Value Shares
Change
Change in
Stake
AFA
2626
Arlington Financial Advisors
California
$565K -$163K -753 -23%
JWM
2627
JGP Wealth Management
Oregon
$564K +$34.4K +159 +7%
FAM
2628
Formidable Asset Management
Ohio
$562K -$520K -2,405 -49%
PWA
2629
Physician Wealth Advisors
Utah
$562K +$32.4K +150 +6%
AWM
2630
Aprio Wealth Management
Georgia
$562K +$227K +1,051 +71%
CNFG
2631
Creegan & Nassoura Financial Group
New Hampshire
$557K -$5.41K -25 -1%
MIM
2632
Merrion Investment Management
New Jersey
$554K -$4.33K -20 -0.8%
BA
2633
Birinyi Associates
Connecticut
$554K
NSB
2634
Norway Savings Bank
Maine
$554K +$129K +595 +31%
BFS
2635
Bickling Financial Services
Massachusetts
$552K +$4.33K +20 +0.8%
SOS
2636
Silver Oak Securities
Tennessee
$552K +$551K +2,549 New
PK
2637
Pflug Koory
Nebraska
$550K -$64.9K -300 -11%
WWMSC
2638
Wagner Wealth Management (South Carolina)
South Carolina
$546K +$240K +1,108 +82%
TCWM
2639
Total Clarity Wealth Management
Illinois
$544K +$1.95K +9 +0.4%
BC
2640
Bowman & Company
Wisconsin
$544K +$5.84K +27 +1%
AT
2641
Arvest Trust
Oklahoma
$543K +$31.1K +144 +6%
PIMG
2642
Patriot Investment Management Group
Tennessee
$542K -$20.1K -93 -4%
TF
2643
Trek Financial
Arizona
$539K -$92.8K -429 -15%
TWM
2644
TMD Wealth Management
Arizona
$539K
MTWM
2645
Masso Torrence Wealth Management
New Jersey
$539K +$11.7K +54 +2%
HI
2646
Hudock Inc
Pennsylvania
$538K -$3.03K -14 -0.6%
E
2647
Ergoteles
New York
$538K +$524K +2,425 New
FCA
2648
FLC Capital Advisors
California
$537K -$86.5K -400 -14%
HCM
2649
Hengehold Capital Management
Ohio
$537K -$68.6K -317 -12%
BFC
2650
Bedel Financial Consulting
Indiana
$536K -$5.41K -25 -1%