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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2151
Sawgrass Asset Management
Florida
$217K
CFD
2152
Creative Financial Designs
Indiana
$217K +$156K +460 +286%
PTP
2153
Platform Technology Partners
New York
$217K +$211K +620 New
CIAS
2154
CBIZ Investment Advisory Services
Ohio
$216K +$4.76K +14 +2%
SI
2155
Seeds Investor
New York
$216K +$13.3K +39 +7%
PGF
2156
Plan Group Financial
Oklahoma
$216K +$210K +617 New
PWS
2157
Precision Wealth Strategies
Missouri
$215K -$57.5K -169 -22%
PAG
2158
Powers Advisory Group
Illinois
$215K -$46.9K -138 -18%
ADMI
2159
Albert D. Mason Inc
Massachusetts
$215K -$13.9K -41 -6%
EPI
2160
Eddie Patel Inc
Illinois
$214K +$208K +613 New
HB
2161
Horizon Bancorp
Indiana
$214K -$15K -44 -7%
HFS
2162
Howard Financial Services
Texas
$214K +$208K +611 New
SHJ
2163
Sharkey, Howes & Javer
Colorado
$213K
OCPWS
2164
One Charles Private Wealth Services
Massachusetts
$213K -$5.78K -17 -3%
AFO
2165
Allie Family Office
Florida
$213K
YWM
2166
Yoder Wealth Management
California
$213K +$5.44K +16 +3%
PA
2167
ProCore Advisors
California
$213K +$207K +608 New
WSC
2168
Wellington Shields & Co
New York
$212K -$36.7K -108 -15%
BP
2169
BBR Partners
New York
$212K -$4.76K -14 -2%
CL
2170
CVFG LLC
Indiana
$211K +$205K +602 New
TWM
2171
Tortuga Wealth Management
California
$211K +$205K +602 New
KIG
2172
Kennedy Investment Group
New Jersey
$211K -$108K -319 -35%
OCM
2173
Osbon Capital Management
Massachusetts
$211K +$205K +602 New
HT
2174
Heritage Trust
Oklahoma
$210K -$90.1K -265 -31%
OFO
2175
OneAscent Family Office
Alabama
$210K -$57.1K -168 -22%