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Name Holding Trade Value Shares
Change
Change in
Stake
PWSG
1851
Pacific Wealth Strategies Group
California
$243K -$12.1K -110 -5%
MFG
1852
Monte Financial Group
Connecticut
$243K +$235K +2,130 New
NSIM
1853
North Star Investment Management
Illinois
$242K +$331 +3 +0.1%
IWA
1854
Inspirion Wealth Advisors
Illinois
$241K +$234K +2,115 New
OWA
1855
One Wealth Advisors
California
$241K +$234K +2,120 New
GFP
1856
Gryphon Financial Partners
Ohio
$240K +$233K +2,107 New
Carson Wealth (CWM LLC)
1857
Carson Wealth (CWM LLC)
Nebraska
$239K -$162K -1,466 -41%
FFC
1858
First Financial Corp
Indiana
$238K -$14.2K -129 -6%
WA
1859
WealthTrust-Arizona
Arizona
$237K +$1.32K +12 +0.6%
WCM
1860
Wedge Capital Management
North Carolina
$237K +$1.44K +13 +0.6%
STMM
1861
South Texas Money Management
Texas
$236K +$2.65K +24 +1%
BFG
1862
Barber Financial Group
Kansas
$236K +$19K +172 +9%
ATC
1863
Adirondack Trust Company
New York
$235K -$4.42K -40 -2%
AIM
1864
Advantage Investment Management
Iowa
$234K -$102K -926 -31%
DHFB
1865
Dixon Hubard Feinour & Brown
Virginia
$234K -$5.52K -50 -2%
SGA
1866
Strategic Global Advisors
California
$232K +$225K +2,038 New
CS
1867
Cannell & Spears
New York
$231K
RAM
1868
Roanoke Asset Management
New Jersey
$231K
NCM
1869
Noesis Capital Mangement
Florida
$231K +$224K +2,024 New
BHBT
1870
Burke & Herbert Bank & Trust
Virginia
$230K
ZF
1871
Zhang Financial
Michigan
$230K
EWF
1872
Epstein & White Financial
California
$230K +$212K +1,918 New
FC
1873
Fulcrum Capital
Washington
$229K +$222K +2,011 New
PAG
1874
Private Advisory Group
Washington
$228K -$24.1K -218 -10%
BFIM
1875
Beese Fulmer Investment Management
Ohio
$228K