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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2151
BCS Wealth Management
Tennessee
$218K +$212K +624 New
APW
2152
Austin Private Wealth
Texas
$218K -$27.5K -81 -12%
BC
2153
BDFS Capital
Delaware
$218K +$212K +622 New
CSB
2154
City State Bank
Iowa
$217K -$19.7K -58 -9%
OGF
2155
Orin Green Financial
California
$217K -$1.02K -3 -0.5%
SAM
2156
Sawgrass Asset Management
Florida
$217K – – –
CFD
2157
Creative Financial Designs
Indiana
$217K +$156K +460 +286%
PTP
2158
Platform Technology Partners
New York
$217K +$211K +620 New
CIAS
2159
CBIZ Investment Advisory Services
Ohio
$216K +$4.76K +14 +2%
SI
2160
Seeds Investor
New York
$216K +$13.3K +39 +7%
PGF
2161
Plan Group Financial
Oklahoma
$216K +$210K +617 New
PWS
2162
Precision Wealth Strategies
Missouri
$215K -$57.5K -169 -22%
PAG
2163
Powers Advisory Group
Illinois
$215K -$46.9K -138 -18%
ADMI
2164
Albert D. Mason Inc
Massachusetts
$215K -$13.9K -41 -6%
EPI
2165
Eddie Patel Inc
Illinois
$214K +$208K +613 New
HB
2166
Horizon Bancorp
Indiana
$214K -$15K -44 -7%
HFS
2167
Howard Financial Services
Texas
$214K +$208K +611 New
SHJ
2168
Sharkey, Howes & Javer
Colorado
$213K – – –
OCPWS
2169
One Charles Private Wealth Services
Massachusetts
$213K -$5.78K -17 -3%
AFO
2170
Allie Family Office
Florida
$213K – – –
YWM
2171
Yoder Wealth Management
California
$213K +$5.44K +16 +3%
PA
2172
ProCore Advisors
California
$213K +$207K +608 New
WSC
2173
Wellington Shields & Co
New York
$212K -$36.7K -108 -15%
BP
2174
BBR Partners
New York
$212K -$4.76K -14 -2%
CL
2175
CVFG LLC
Indiana
$211K +$205K +602 New