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Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
2076
Cedar Brook Financial Partners
Ohio
$317K -$43.8K -1,297 -12%
AWG
2077
Altus Wealth Group
Colorado
$317K +$507 +15 +0.2%
NPF
2078
Norris Perne & French
Michigan
$316K -$33.8K -1,000 -9%
PWAG
2079
Polaris Wealth Advisory Group
California
$316K +$329K +9,750 New
ATFA
2080
All Terrain Financial Advisors
Minnesota
$316K -$3.72K -110 -1%
BCA
2081
Bray Capital Advisors
Florida
$316K +$51.5K +1,525 +19%
RRA
2082
Round Rock Advisors
Connecticut
$314K -$107K -3,179 -25%
DDC
2083
DF Dent & Co
Maryland
$314K -$24.7K -731 -7%
SCM
2084
Silvant Capital Management
Georgia
$314K
LL
2085
LWMG LLC
Minnesota
$313K -$80K -2,368 -20%
CS
2086
Cannell & Spears
New York
$312K +$326K +9,642 New
PCA
2087
Pallas Capital Advisors
Massachusetts
$312K +$304K +9,008 New
CWG
2088
Cornerstone Wealth Group
North Carolina
$311K -$43.8K -1,296 -12%
AWA
2089
Acorn Wealth Advisors
Michigan
$311K -$7.6K -225 -2%
FIB
2090
First Interstate Bank
Montana
$309K +$13.4K +396 +4%
EIA
2091
Eldridge Investment Advisors
New Hampshire
$309K -$12.4K -367 -4%
BDFN
2092
Bond & Devick Financial Network
Minnesota
$309K +$85.1K +2,519 +36%
HS
2093
Horan Securities
United States
$308K +$78.5K +2,323 +32%
EGA
2094
E&G Advisors
Texas
$308K -$139K -4,100 -30%
LWM
2095
Liberty Wealth Management
California
$308K -$39.2K -1,160 -11%
HBT
2096
Heartland Bank & Trust
Illinois
$308K +$1.25K +37 +0.4%
FAFN
2097
First Affirmative Financial Network
Colorado
$307K +$15.5K +459 +5%
FDDB
2098
Fidelity D&D Bancorp
Pennsylvania
$306K +$319K +9,452 New
MWM
2099
Mattern Wealth Management
Kansas
$306K -$208K -6,150 -39%
AC
2100
AIFG Consultants
New York
$305K +$23.7K +702 +8%