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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
3401
Mark Sheptoff Financial Planning
Connecticut
$227K -$141K -1,800 -43%
SA
3402
Stewardship Advisors
Pennsylvania
$227K +$7.2K +92 +3%
AR
3403
Altar Rock
New York
$226K +$228K +2,915 New
TAM
3404
Townsend Asset Management
North Carolina
$226K +$1.57K +20 +0.7%
AGA
3405
Arch Global Advisors
New York
$226K +$228K +2,912 New
B
3406
Birchbrook
Maine
$226K -$4.54K -58 -2%
CWM
3407
Chemistry Wealth Management
New York
$225K +$391 +5 +0.2%
HIIFS
3408
Harel Insurance Investments & Financial Services
Israel
$225K -$157K -2,000 -41%
OA
3409
Operose Advisors
Wisconsin
$225K +$57.5K +734 +34%
AF
3410
ASL Financial
California
$224K – – –
FF
3411
Francis Financial
$223K +$7.2K +92 +3%
WPW
3412
Watershed Private Wealth
Illinois
$222K -$28.3K -362 -11%
Fiera Capital (Canada)
3413
Fiera Capital (Canada)
Quebec, Canada
$221K -$549K -7,014 -71%
DRD
3414
Dennis R. Delaney
$221K +$223K +2,850 New
FFG
3415
Fortress Financial Group
Minnesota
$221K -$2.5K -32 -1%
GWM
3416
Grand Wealth Management
Michigan
$220K +$222K +2,840 New
UW
3417
Unique Wealth
Florida
$220K +$222K +2,840 New
JBA
3418
Johnson Bixby & Associates
Washington
$220K +$12K +153 +6%
CPSC
3419
Carl P. Sherr & Co
Massachusetts
$220K – – –
CFM
3420
Cornerstone Financial Management
Massachusetts
$219K +$3.37K +43 +2%
CWA
3421
Consilium Wealth Advisory
Texas
$219K +$221K +2,825 New
PBF
3422
Petix & Botte Financial
California
$219K -$110K -1,411 -50%
GSWM
3423
Greenup Street Wealth Management
Michigan
$219K +$13.8K +176 +7%
CTB
3424
Country Trust Bank
Illinois
$219K – – –
TA
3425
TPG Advisors
Illinois
$218K – – –