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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
3351
Fortress Wealth Management
California
$296K +$986 +4 +0.4%
WA
3352
WealthTrust Axiom
Pennsylvania
$296K +$280K +1,135 New
HIG
3353
Heritage Investment Group
Florida
$295K
PAG
3354
Powers Advisory Group
Illinois
$295K +$7.89K +32 +3%
RB
3355
Rodgers Brothers
Pennsylvania
$295K
EFG
3356
Embree Financial Group
Illinois
$295K +$279K +1,132 New
PSF
3357
Pacific Sun Financial
California
$294K
RIP
3358
RAM Investment Partners
Washington
$294K +$15.8K +64 +6%
SFC
3359
SYM Financial Corp
Indiana
$292K +$277K +1,123 New
TF
3360
Tompkins Financial
New York
$291K +$43.1K +175 +19%
WIA
3361
Wetzel Investment Advisors
Indiana
$290K +$274K +1,113 New
SA
3362
Skyline Advisors
Washington
$289K +$273K +1,109 New
WB
3363
West Bancorporation
Iowa
$287K -$4.68K -19 -2%
KCFA
3364
Key Client Fiduciary Advisors
New Jersey
$287K -$4.19K -17 -2%
BDF
3365
Black Diamond Financial
Maryland
$286K -$9.86K -40 -4%
AFM
3366
Armstrong Fleming & Moore
District of Columbia
$286K +$246 +1 +0.1%
NIM
3367
Nexus Investment Management
Ontario, Canada
$286K
AIA
3368
AIMZ Investment Advisors
California
$285K
PMG
3369
Private Management Group
California
$284K +$2.71K +11 +1%
WWMSC
3370
Wagner Wealth Management (South Carolina)
South Carolina
$284K
MHIC
3371
Marble Harbor Investment Counsel
Massachusetts
$282K
LF
3372
LifeSteps Financial
California
$282K -$9.86K -40 -4%
AWS
3373
Arkfeld Wealth Strategies
Nebraska
$281K
SAW
3374
Signal Advisors Wealth
Michigan
$281K +$266K +1,079 New
NC
3375
NovaPoint Capital
Georgia
$279K +$5.42K +22 +2%