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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
2276
Axiom Financial Strategies
Indiana
$249K +$16.4K +138 +7%
IP
2277
Innovative Portfolios
Indiana
$249K +$246K +2,079 New
GPFA
2278
Game Plan Financial Advisors
Ohio
$248K -$35.5K -300 -13%
AFAS
2279
Acorn Financial Advisory Services
Virginia
$248K -$30.6K -258 -11%
IAS
2280
IMA Advisory Services
Colorado
$248K -$7.11K -60 -3%
GWM
2281
Gray Wealth Management
Maine
$248K +$118 +1 +0%
RAM
2282
Riggs Asset Management
Pennsylvania
$245K – – –
FFG
2283
Frisch Financial Group
New York
$245K +$9.83K +83 +4%
HC
2284
HNP Capital
New York
$244K -$15.9K -134 -6%
VRM
2285
Vectors Research Management
New York
$244K -$15.9K -134 -6%
EGWAG
2286
Elwood & Goetz Wealth Advisory Group
Georgia
$244K +$3.91K +33 +2%
FCFC
2287
First Citizens Financial Corp
Iowa
$243K – – –
FPWM
2288
FSB Premier Wealth Management
Iowa
$243K +$118 +1 +0%
OWA
2289
Opal Wealth Advisors
New York
$243K +$3.91K +33 +2%
LF
2290
LifeSteps Financial
California
$241K -$5.92K -50 -2%
CPSC
2291
Carl P. Sherr & Co
Massachusetts
$241K – – –
HWA
2292
HHM Wealth Advisors
Tennessee
$241K – – –
WCM
2293
Windsor Capital Management
Arizona
$240K -$2.01K -17 -0.8%
WCM
2294
Wisconsin Capital Management
Wisconsin
$240K – – –
UAS
2295
United Asset Strategies
New York
$240K +$238K +2,007 New
CWM
2296
CCG Wealth Management
California
$239K -$1.3K -11 -0.5%
CAM
2297
Costello Asset Management
Pennsylvania
$238K -$20.1K -170 -8%
DAC
2298
Dividend Assets Capital
South Carolina
$238K -$1.66K -14 -0.7%
ANB
2299
Amarillo National Bank
Texas
$238K – – –
CHJWM
2300
Carlton Hofferkamp & Jenks Wealth Management
Texas
$238K +$3.32K +28 +1%