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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
451
Osbon Capital Management
Massachusetts
$1.49K – – –
ATC
452
Adirondack Trust Company
New York
$1.42K – – –
PWPS
453
Pinnacle Wealth Planning Services
Ohio
$1.31K +$154 +4 +12%
PP
454
PFS Partners
New Jersey
$1.3K – – –
KG
455
Kilter Group
New York
$1.28K +$1.39K +36 New
BSB
456
Bangor Savings Bank
Maine
$1.21K – – –
HFS
457
Hughes Financial Services
Virginia
$1.17K – – –
Kayne Anderson Rudnick Investment Management
458
Kayne Anderson Rudnick Investment Management
California
$1.17K – – –
PWA
459
Principia Wealth Advisory
Texas
$1.17K +$847 +22 +200%
CH
460
CDKV Holdings
Colorado
$1.1K – – –
KFAS
461
Keating Financial Advisory Services
Kansas
$1.03K -$2.54K -66 -69%
AW
462
Avion Wealth
Texas
$1K -$1.27K -33 -43%
CI
463
CX Institutional
Indiana
$1K – – –
T
464
Tidemark
California
$993 – – –
AFC
465
Ares Financial Consulting
California
$971 – – –
GFA
466
Godfrey Financial Associates
New York
$958 – – –
AGWCA
467
Annis Gardner Whiting Capital Advisors
Florida
$923 -$4.08K -106 -80%
BWAM
468
Boyd Watterson Asset Management
Ohio
$922 – – –
FHC
469
First Horizon Corporation
Tennessee
$851 – – –
BHWM
470
Bay Harbor Wealth Management
Maryland
$851 +$501 +13 +118%
DPW
471
DiNuzzo Private Wealth
Pennsylvania
$781 – – –
AF
472
Advisornet Financial
Minnesota
$780 – – –
FLP
473
Financial Life Planners
Arizona
$722 +$770 +20 New
BT
474
Banque Transatlantique
France
$716 – – –
CH
475
Cromwell Holdings
Wyoming
$709 – – –