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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
2276
Potomac Fund Management
Florida
$241K +$257K +667 New
MGWM
2277
Marks Group Wealth Management
Minnesota
$241K -$3.85K -10 -2%
SAM
2278
Sawgrass Asset Management
Florida
$240K -$15.4M -39,992 -98%
ICP
2279
Impact Capital Partners
Colorado
$240K -$21.2K -55 -8%
OGF
2280
Orin Green Financial
California
$240K
CIAS
2281
CBIZ Investment Advisory Services
Ohio
$240K +$16.6K +43 +7%
II
2282
Impact Investors
California
$240K +$10K +26 +4%
SCA
2283
Stonebridge Capital Advisors
Minnesota
$240K +$23.1K +60 +11%
KHCM
2284
Kirtland Hills Capital Management
Ohio
$240K -$239K -619 -50%
KB
2285
Kimelman & Baird
New York
$239K -$26.2K -68 -10%
CA
2286
Cornerstone Advisory
Maryland
$239K +$238K +617 New
ADMI
2287
Albert D. Mason Inc
Massachusetts
$238K +$237K +616 New
WSFG
2288
Wall Street Financial Group
Illinois
$238K +$237K +616 New
MAM
2289
MWA Asset Management
Massachusetts
$238K -$179K -465 -43%
VCM
2290
Virtue Capital Management
Tennessee
$238K -$470K -1,219 -66%
AWA
2291
Acorn Wealth Advisors
Michigan
$238K -$771 -2 -0.3%
SAF
2292
Smith Anglin Financial
Texas
$237K -$75.9K -197 -24%
AA
2293
Advisory Alpha
Michigan
$237K -$64.7K -168 -22%
SHJ
2294
Sharkey, Howes & Javer
Colorado
$236K -$57.8K -150 -20%
CWP
2295
Curated Wealth Partners
California
$236K +$235K +609 New
LF
2296
Lantz Financial
Illinois
$235K -$51.2K -133 -18%
OWA
2297
Octavia Wealth Advisors
Ohio
$234K -$3.85K -10 -2%
SPWG
2298
Sage Private Wealth Group
Illinois
$234K +$233K +605 New
AAMU
2299
AEGON Asset Management (UK)
United Kingdom
$234K +$36.2K +94 +18%
LW
2300
Linscomb Wealth
Texas
$234K -$1.91M -4,957 -89%