Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
1776
Beacon Investment Advisory Services
New Jersey
$732K +$68.9K +1,591 +11%
CNC
1777
Citizens & Northern Corp
Pennsylvania
$731K +$42.2K +976 +6%
TWM
1778
TCFG Wealth Management
California
$730K -$1.08M -25,060 -60%
BCG
1779
Breakwater Capital Group
New Jersey
$730K +$11.9K +274 +2%
MIM
1780
MTM Investment Management
South Carolina
$729K -$28.1K -648 -4%
RA
1781
Ransom Advisory
Rhode Island
$728K +$57.4K +1,325 +9%
KFA
1782
Kelleher Financial Advisors
New York
$725K -$310K -7,166 -30%
TFG
1783
Taylor Financial Group
Virginia
$723K -$21.5K -496 -3%
ICA
1784
Infrastructure Capital Advisors
New York
$722K +$787K +18,174 New
CFG
1785
Certior Financial Group
Pennsylvania
$721K -$1.43K -33 -0.2%
PCM
1786
Palisade Capital Management
New Jersey
$720K +$70.4K +1,627 +11%
LD
1787
Lipe & Dalton
New York
$720K – – –
TA
1788
TFB Advisors
Kansas
$719K -$165K -3,802 -18%
CP
1789
CenterBook Partners
Connecticut
$719K +$708K +16,352 New
AFW
1790
Avantra Family Wealth
Pennsylvania
$719K +$11.3K +262 +2%
FWM
1791
Focused Wealth Management
New York
$718K -$29.3K -678 -4%
PL
1792
Plancorp LLC
Missouri
$716K -$232K -5,350 -25%
OHWA
1793
Oak Hill Wealth Advisors
Virginia
$716K -$4.72K -109 -0.7%
RFA
1794
Resurgent Financial Advisors
Georgia
$716K +$307K +7,099 +77%
SFS
1795
Solitude Financial Services
Virginia
$714K -$134K -3,090 -16%
CWG
1796
Cornerstone Wealth Group
North Carolina
$713K -$10.7K -247 -2%
CIM
1797
Contravisory Investment Management
Massachusetts
$712K -$213K -4,927 -23%
GFG
1798
Goldstone Financial Group
Illinois
$711K +$61.9K +1,429 +10%
KSWWM
1799
Keyes Stange & Wooten Wealth Management
Florida
$709K -$7.58K -175 -1%
NC
1800
North Capital
Utah
$708K +$25.8K +596 +4%