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Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
2476
Relative Value Partners Group
$358K +$20.9K +400 +6%
NFSG
2477
Newbridge Financial Services Group
Florida
$358K +$122K +2,334 +51%
SPA
2478
Shore Point Advisors
New Jersey
$358K +$359K +6,888 New
RWP
2479
Revolve Wealth Partners
New Jersey
$358K +$360K +6,895 New
TF
2480
TimeScale Financial
Massachusetts
$355K -$108K -2,074 -23%
EBA
2481
Eagle Bay Advisors
New York
$355K -$50.8K -974 -12%
WAM
2482
Walker Asset Management
Missouri
$355K +$357K +6,837 New
FNBSF
2483
First National Bank Sioux Falls
South Dakota
$352K -$22.7K -435 -6%
SG
2484
Stonnington Group
California
$351K -$96.9K -1,858 -22%
TA
2485
TrueWealth Advisors
Alabama
$351K +$101K +1,929 +40%
FBC
2486
Fairfield, Bush & Co
Connecticut
$350K -$504K -9,661 -59%
QC
2487
Quent Capital
New York
$350K +$352K +6,740 New
AF
2488
AtlasMark Financial
Texas
$349K
CS
2489
Cannell & Spears
New York
$348K -$104K -2,000 -23%
RTC
2490
Riverview Trust Company
Washington
$347K +$75K +1,438 +27%
GFPC
2491
Global Financial Private Client
Florida
$347K +$51.3K +983 +17%
BO
2492
BRR OpCo
Ohio
$346K -$76.3K -1,462 -18%
PWP
2493
Perfromance Wealth Partners
Illinois
$346K +$347K +6,650 New
HWM
2494
Hohimer Wealth Management
Washington
$344K -$518K -9,919 -60%
NCM
2495
Noesis Capital Mangement
Florida
$344K -$86.1K -1,650 -20%
BWM
2496
Birchcreek Wealth Management
Ohio
$343K -$36.3K -695 -10%
BWAM
2497
Boyd Watterson Asset Management
Ohio
$343K -$2.92K -56 -0.8%
MRCM
2498
M&R Capital Management
New Jersey
$342K -$185K -3,555 -35%
FWSM
2499
First Wilshire Securities Management
California
$342K +$9.86K +189 +3%
SIS
2500
Sound Income Strategies
Florida
$342K +$16.2K +310 +5%