Name Holding Trade Value Shares
Change
Change in
Stake
SFC
1751
Sprinkle Financial Consultants
Colorado
$735K -$36.5K -899 -5%
SWMG
1752
Stillwater Wealth Management Group
Florida
$733K -$156K -3,840 -18%
FB
1753
First Bancorp
Maine
$733K +$24.9K +615 +4%
FBT
1754
First Bankers Trust
Kentucky
$732K -$414K -10,209 -36%
BI
1755
Bramshill Investments
Florida
$732K +$729K +17,973 New
FFA
1756
First Foundation Advisors
California
$731K +$32.4K +800 +5%
SDAM
1757
Shulman DeMeo Asset Management
New York
$729K -$32.2K -795 -4%
CL
1758
CSS LLC
Illinois
$728K +$725K +17,870 New
LSIA
1759
LaSalle St. Investment Advisors
Illinois
$726K +$202K +4,968 +39%
PCM
1760
Polymer Capital Management
New York
$725K +$722K +17,790 New
NAS
1761
NWF Advisory Services
California
$724K -$504K -12,415 -41%
UFA
1762
Unify Financial Advisors
Florida
$723K +$720K +17,753 New
LI
1763
LMCG Investments
Massachusetts
$723K +$272K +6,714 +61%
MFF
1764
Michels Family Financial
Texas
$720K +$13.7K +338 +2%
TA
1765
TFB Advisors
Kansas
$718K -$4.38K -108 -0.6%
PWPS
1766
Pinnacle Wealth Planning Services
Ohio
$718K -$19.4K -479 -3%
FCM
1767
Fieldview Capital Management
Michigan
$718K +$715K +17,618 New
IPW
1768
Impact Partnership Wealth
Georgia
$716K +$21.7K +534 +3%
NAS
1769
Nicolet Advisory Services
Wisconsin
$715K -$67.4K -1,661 -8%
JMA
1770
J.M. Arbour
Maine
$713K +$710K +17,513 New
MIC
1771
Means Investment Company
Maine
$712K -$96.4K -2,376 -12%
GFG
1772
Goldstone Financial Group
Illinois
$711K +$51.5K +1,270 +8%
CC
1773
Corsicana & Co
Texas
$709K -$249K -6,135 -26%
RL
1774
Rogco LP
Oklahoma
$708K +$14K +346 +2%
IA
1775
Insight Advisors
Pennsylvania
$708K -$7.42K -183 -1%