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Name Holding Trade Value Shares
Change
Change in
Stake
RFM
1901
Royal Fund Management
Florida
$313K -$2.74M -12,300 -89%
CCM
1902
Check Capital Management
California
$313K – – –
FB
1903
Fulton Bank
Pennsylvania
$313K +$23.8K +107 +8%
BFC
1904
Bedel Financial Consulting
Indiana
$313K -$11.1K -50 -3%
ACA
1905
Affinity Capital Advisors
California
$312K -$13.8K -62 -4%
EC
1906
EdgeRock Capital
Colorado
$312K +$59.6K +268 +23%
LWM
1907
Lionshead Wealth Management
New York
$312K +$321K +1,443 New
SPAS
1908
Spectrum Planning & Advisory Services
California
$312K -$78.3K -352 -20%
PCM
1909
Presidio Capital Management
California
$312K – – –
SFC
1910
SYM Financial Corp
Indiana
$312K +$321K +1,441 New
AG
1911
AmeriFlex Group
Nevada
$311K -$15.1K -68 -5%
MAM
1912
Milestone Asset Management
Pennsylvania
$310K -$10K -45 -3%
PWP
1913
Private Wealth Partners
California
$310K -$584K -2,624 -65%
TFA
1914
Teamwork Financial Advisors
Texas
$309K – – –
HI
1915
Hudock Inc
Pennsylvania
$309K – – –
LHP
1916
Lexington Hill Partners
Texas
$309K -$20.2K -91 -6%
CA
1917
Cambridge Advisors
Nebraska
$308K – – –
HA
1918
HC Advisors
Georgia
$308K +$317K +1,425 New
BOPW
1919
Brandywine Oak Private Wealth
Pennsylvania
$308K +$222 +1 +0.1%
KFAS
1920
Keating Financial Advisory Services
Kansas
$308K +$36.3K +163 +13%
PIM
1921
Penobscot Investment Management
Massachusetts
$307K -$4.45K -20 -1%
LWP
1922
LMG Wealth Partners
Louisiana
$307K +$26.3K +118 +9%
CB
1923
Community Bank
New York
$306K – – –
RCM
1924
RB Capital Management
Nevada
$305K -$20.2K -91 -6%
TPWM
1925
Torrey-Payne Wealth Management
California
$305K – – –