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Name Holding Trade Value Shares
Change
Change in
Stake
RA
2976
Riverstone Advisors
Texas
$271K +$409 +6 +0.2%
GA
2977
GSG Advisors
New Jersey
$271K +$136 +2 +0.1%
MGAM
2978
McGowan Group Asset Management
Texas
$270K -$45.7K -670 -14%
MIG
2979
McGuire Investment Group
Rhode Island
$270K
YWM
2980
Yoder Wealth Management
California
$270K +$9.75K +143 +4%
PHWM
2981
Pine Harbor Wealth Management
Maryland
$270K +$21.9K +321 +9%
LA
2982
Latitude Advisors
Florida
$270K -$37.8K -555 -12%
FP
2983
Financial Perspectives
Minnesota
$269K -$14.7K -215 -5%
UWP
2984
Uniting Wealth Partners
Kansas
$269K +$268K +3,928 New
VST
2985
Van Strum & Towne
California
$269K -$102K -1,500 -28%
TFM
2986
TFC Financial Management
Massachusetts
$268K -$7.5K -110 -3%
SGI
2987
Swan Global Investments
Colorado
$267K -$38.8K -569 -13%
NWM
2988
Northwest Wealth Management
Iowa
$267K +$15.8K +232 +6%
LIA
2989
LifePlan Investment Advisors
North Carolina
$267K
Cohen & Steers
2990
Cohen & Steers
New York
$267K -$204K -3,000 -43%
CPC
2991
Congress Park Capital
New York
$267K
GWWM
2992
Great Waters Wealth Management
Minnesota
$267K
AFA
2993
Allium Financial Advisors
Oregon
$266K -$12.1K -177 -4%
PFM
2994
Patton Fund Management
Texas
$266K
SWK
2995
Stephen W. Kidder
$265K +$264K +3,880 New
BAMG
2996
Brand Asset Management Group
Missouri
$265K +$264K +3,878 New
GVCM
2997
Global View Capital Management
Wisconsin
$264K +$35.2K +517 +15%
KFS
2998
Kelly Financial Services
Massachusetts
$261K +$16.8K +246 +7%
FWMP
2999
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$260K
MPCL
3000
My Personal CFO LLC
Washington
$260K +$259K +3,804 New