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Name Holding Trade Value Shares
Change
Change in
Stake
AFO
4176
Allie Family Office
Florida
$243K -$382K -3,344 -64%
GG
4177
Gleason Group
Kentucky
$243K +$12K +105 +6%
FNBSF
4178
First National Bank Sioux Falls
South Dakota
$242K +$212K +1,860 New
SLT
4179
St Louis Trust
Missouri
$242K +$212K +1,860 New
MFG
4180
Monte Financial Group
Connecticut
$242K +$212K +1,856 New
OBWP
4181
O'Brien Wealth Partners
Massachusetts
$242K -$10.8K -95 -5%
OFS
4182
Oldfather Financial Services
Nebraska
$242K +$212K +1,854 New
CWM
4183
Cranbrook Wealth Management
Michigan
$241K -$137K -1,200 -39%
SC
4184
Stephens Consulting
Michigan
$240K -$57.1K -500 -21%
TW
4185
Towerpoint Wealth
California
$240K -$16.1K -141 -7%
SPA
4186
Sentinel Pension Advisors
Massachusetts
$239K +$210K +1,837 New
SBF
4187
Sara-Bay Financial
Florida
$239K -$38.8K -340 -16%
IFPL
4188
Investments & Financial Planning LLC
Kentucky
$238K +$208K +1,825 New
TC
4189
TAP Consulting
Missouri
$237K -$41.5K -363 -17%
BCAM
4190
Boston Common Asset Management
Massachusetts
$236K +$207K +1,810 New
CG
4191
Cutler Group
California
$235K +$205K +1,794 +13,800%
AFA
4192
Atlas Financial Advisors
California
$235K -$21.8K -191 -10%
TBNY
4193
Trustco Bank (New York)
New York
$234K +$205K +1,795 New
MWM
4194
MBE Wealth Management
Wisconsin
$234K +$205K +1,792 New
HS
4195
Horan Securities
United States
$233K +$114 +1 +0.1%
SIA
4196
Sage Investment Advisers
New York
$232K +$203K +1,782 New
DWMS
4197
Dominguez Wealth Management Solutions
Virginia
$232K +$203K +1,780 New
EG
4198
Ellerson Group
Maryland
$232K +$203K +1,780 New
CSC
4199
Caldwell Sutter Capital
California
$232K +$109K +953 +116%
FA
4200
Faithward Advisors
Pennsylvania
$232K -$122K -1,064 -39%