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Name Holding Trade Value Shares
Change
Change in
Stake
WA
851
WealthTrust Axiom
Pennsylvania
$264K -$21.6K -160 -8%
IAIM
852
International Assets Investment Management
Florida
$263K +$123K +912 +86%
KFGK
853
Keystone Financial Group (Kentucky)
Kentucky
$263K +$29.8K +220 +13%
WFI
854
West Family Investments
California
$263K +$265K +1,960 New
BZWA
855
Blue Zone Wealth Advisors
California
$262K
BFA
856
Buttonwood Financial Advisors
Maryland
$262K
OA
857
Oxbow Advisors
Texas
$262K
FMLI
858
Fukoku Mutual Life Insurance
Japan
$262K
NWAG
859
Net Worth Advisory Group
Utah
$261K +$2.71K +20 +1%
EIA
860
Edgemoor Investment Advisors
Maryland
$260K
OQS
861
Occudo Quantitative Strategies
Florida
$260K +$263K +1,941 New
FNFDCM
862
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$260K -$17.6K -130 -6%
CA
863
Carson Advisory
Georgia
$260K -$13.5K -100 -5%
DMBA
864
Deseret Mutual Benefit Administrators
Utah
$259K -$541 -4 -0.2%
TYCC
865
Texas Yale Capital Corp
Florida
$257K +$25.7K +190 +11%
MCCP
866
Mission Creek Capital Partners
California
$256K -$24.1K -178 -9%
TBT
867
Texas Bank & Trust
Texas
$256K +$258K +1,905 New
FCB
868
First County Bank
Connecticut
$255K -$98.1K -725 -28%
HIA
869
Harbor Investment Advisory
Maryland
$254K
BFA
870
Benedict Financial Advisors
Georgia
$253K -$2.57K -19 -1%
FIA
871
Foundations Investment Advisors
Arizona
$253K +$256K +1,889 New
CIC
872
Carnegie Investment Counsel
Ohio
$251K
DA
873
Dover Advisors
Virginia
$250K
TSWM
874
Tyler-Stone Wealth Management
Ohio
$249K +$17.9K +132 +8%
HPC
875
HM Payson & Co
Maine
$249K +$84.9K +628 +51%