Name Holding Trade Value Shares
Change
Change in
Stake
NCM
2601
Noesis Capital Mangement
Florida
$259K +$20.1K +174 +8%
WFA
2602
Websterrogers Financial Advisors
South Carolina
$259K +$264K +2,287 New
PIFP
2603
Partners in Financial Planning
Virginia
$259K – – –
GCM
2604
Gables Capital Management
Florida
$258K – – –
RFN
2605
Redwood Financial Network
Ohio
$258K -$13.1K -113 -5%
LMKC
2606
L.M. Kohn & Company
Ohio
$258K -$2.66K -23 -1%
ACM
2607
Advance Capital Management
Michigan
$257K +$4.85K +42 +2%
FAG
2608
Fortitude Advisory Group
Washington
$257K -$37.6K -325 -13%
MIA
2609
MeadowBrook Investment Advisors
Michigan
$256K – – –
PFG
2610
Prosperity Financial Group
California
$255K -$18.1K -157 -7%
GSWM
2611
Golden State Wealth Management
California
$254K +$260K +2,246 New
WCM
2612
Windsor Capital Management
Arizona
$253K +$347 +3 +0.1%
LWM
2613
LJI Wealth Management
Indiana
$253K -$24.6K -213 -9%
WG
2614
Wealth Group
North Carolina
$253K +$9.48K +82 +4%
CPC
2615
Consolidated Planning Corp
Georgia
$253K – – –
AGC
2616
Aspen Grove Capital
Colorado
$253K -$8.9K -77 -3%
ANB
2617
Amarillo National Bank
Texas
$252K -$8.55K -74 -3%
PWMG
2618
Pinnacle Wealth Management Group
Michigan
$252K – – –
GAM
2619
Grandview Asset Management
Pennsylvania
$252K -$1.27K -11 -0.5%
LAM
2620
Lakewood Asset Management
Illinois
$252K +$116 +1 +0%
CWG
2621
Crown Wealth Group
North Carolina
$251K +$4.62K +40 +2%
SIA
2622
SGL Investment Advisors
Montana
$251K +$222K +1,925 New
EGWAG
2623
Elwood & Goetz Wealth Advisory Group
Georgia
$251K – – –
SAM
2624
Sherman Asset Management
California
$251K +$256K +2,219 New
PIAS
2625
PCA Investment Advisory Services
Ohio
$251K – – –