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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
2451
Phillips Financial Management
Indiana
$228K +$3.39K +7 +2%
MIM
2452
Merrion Investment Management
New Jersey
$228K +$199K +411 New
BSG
2453
Black Swift Group
Colorado
$227K +$1.94K +4 +1%
LRIA
2454
Leonard Rickey Investment Advisors
Washington
$226K +$197K +407 New
MA
2455
MKT Advisors
California
$226K +$193K +399 New
LP
2456
LGL Partners
Pennsylvania
$226K -$6.78K -14 -3%
PJWM
2457
Philip James Wealth Mangement
Georgia
$226K +$197K +406 New
MHIC
2458
Marble Harbor Investment Counsel
Massachusetts
$225K
AA
2459
Advisory Alpha
Michigan
$224K +$196K +404 New
YCG
2460
Yeomans Consulting Group
Georgia
$224K +$196K +404 New
HCM
2461
Hall Capital Management
Rhode Island
$224K +$195K +403 New
OPOWM
2462
One Plus One Wealth Management
Florida
$224K +$195K +403 New
CG
2463
CFO4Life Group
Texas
$223K +$194K +401 New
CWA
2464
Canvas Wealth Advisors
Kansas
$222K -$75.1K -155 -27%
ACM
2465
Alpha Capital Management
Texas
$222K -$362K -748 -65%
SFS
2466
Shaker Financial Services
Virginia
$222K
OPPS
2467
Obsidian Personal Planning Solutions
Maryland
$222K +$194K +400 New
WTG
2468
West Tower Group
Virginia
$222K +$194K +400 New
LD
2469
Lipe & Dalton
New York
$222K
CFAM
2470
Center For Asset Management
Florida
$222K
SWM
2471
Silverlake Wealth Management
Vermont
$222K +$193K +399 New
PMSA
2472
Patrick M. Sweeney & Associates
Illinois
$222K +$196K +404 New
DWM
2473
Destination Wealth Management
California
$221K +$193K +398 New
PP
2474
Pacifica Partners
Canada
$221K +$6.78K +14 +4%
JWM
2475
Jupiter Wealth Management
Colorado
$221K +$194K +400 New