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Name Holding Trade Value Shares
Change
Change in
Stake
PP
2276
Pegasus Partners
Wisconsin
$296K
KFP
2277
Keener Financial Planning
Texas
$296K +$18.7K +64 +7%
WA
2278
Waterford Advisors
New York
$296K -$10.8K -37 -3%
SRC
2279
Stone Run Capital
New York
$295K
FAG
2280
Financial Advisory Group
Texas
$295K
LPAM
2281
Lodestar Private Asset Management
California
$294K -$55.6K -190 -16%
WCM
2282
WealthBridge Capital Management
Ohio
$294K -$54.7K -187 -15%
RPCONE
2283
Retirement Planning Company of New England
Rhode Island
$293K -$122K -416 -29%
SIG
2284
Sargent Investment Group
Maryland
$293K +$4.68K +16 +2%
AGM
2285
Alpine Global Management
New York
$293K +$301K +1,029 New
MWM
2286
Marion Wealth Management
Pennsylvania
$291K
BP
2287
BCK Partners
New York
$291K
HIIFS
2288
Harel Insurance Investments & Financial Services
Israel
$290K -$69.9K -239 -19%
BMC
2289
Benin Management Corp
Connecticut
$287K +$2.63K +9 +0.9%
KC
2290
Kades & Cheifetz
Pennsylvania
$287K +$58.8K +201 +25%
CAWM
2291
Capital Advisors Wealth Management
Washington
$287K +$7.32K +25 +3%
KCM
2292
Kaye Capital Management
California
$287K
RTC
2293
Riverview Trust Company
Washington
$286K +$29.3K +100 +11%
GCM
2294
Gallacher Capital Management
Colorado
$286K +$15.8K +54 +6%
GF
2295
Gimbal Financial
Indiana
$285K
JWA
2296
JFS Wealth Advisors
Pennsylvania
$285K +$1.46K +5 +0.5%
CCMIC
2297
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$284K
ES
2298
ETF Store
Kansas
$284K
RCM
2299
Requisite Capital Management
Texas
$284K
TLCM
2300
Twin Lakes Capital Management
California
$284K