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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
3576
Compass Advisory Group
New York
$292K +$283K +1,700 New
IF
3577
Insight Folios
North Carolina
$292K +$283K +1,700 New
CSM
3578
CAMG Solamere Management
North Carolina
$289K -$39.9K -240 -13%
FSCM
3579
Front Street Capital Management
Montana
$289K
SFMG
3580
Sage Financial Management Group
Virginia
$289K
BBW
3581
Blue Barn Wealth
Utah
$289K +$279K +1,680 New
CIAS
3582
CFS Investment Advisory Services
New Jersey
$289K +$279K +1,680 New
GM
3583
GeoWealth Management
Illinois
$285K -$6.65K -40 -2%
NG
3584
NatWest Group
United Kingdom
$282K -$249K -1,500 -48%
OFG
3585
Omega Financial Group
California
$282K -$33.2K -200 -11%
SHJ
3586
Sharkey, Howes & Javer
Colorado
$282K -$16.6K -100 -6%
PWM
3587
Paulson Wealth Management
Illinois
$282K
SFG
3588
Sowa Financial Group
Rhode Island
$282K +$16.6K +100 +6%
Boston Partners
3589
Boston Partners
Massachusetts
$279K
MW
3590
Marks Wealth
Maryland
$275K -$336K -2,020 -56%
HIC
3591
Harvey Investment Company
Kentucky
$275K
HHAM
3592
HITE Hedge Asset Management
Massachusetts
$275K
WG
3593
Watchman Group
Texas
$275K
TCM
3594
TD Capital Management
Tennessee
$272K +$33.2K +200 +14%
NEPPG
3595
New England Professional Planning Group
Rhode Island
$270K
RBCM
3596
Raub Brock Capital Management
California
$269K
TFA
3597
Trinity Financial Advisors
Ohio
$268K -$133K -800 -34%
PPSG
3598
Princeton Portfolio Strategies Group
New Jersey
$265K
RPA
3599
Rock Point Advisors
Vermont
$265K
PA
3600
Prism Advisors
California
$265K +$29.9K +180 +13%