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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
2976
Leverty Financial Group
Wisconsin
$254K – – –
MA
2977
MAS Advisors
Florida
$254K +$55.5K +331 +27%
KOC
2978
Koss-Olinger Consulting
Florida
$253K +$13.4K +80 +5%
BCG
2979
Breakwater Capital Group
New Jersey
$253K +$28.5K +170 +12%
UW
2980
Unique Wealth
Florida
$252K -$6.04K -36 -2%
TLCM
2981
Twin Lakes Capital Management
California
$251K – – –
SHJ
2982
Sharkey, Howes & Javer
Colorado
$251K -$155K -922 -38%
CMI
2983
Clare Market Investments
Texas
$249K +$27.5K +164 +12%
BFG
2984
Barber Financial Group
Kansas
$249K +$1.84K +11 +0.7%
KNW
2985
Kesler Norman & Wride
Utah
$248K – – –
SHWM
2986
Smith & Howard Wealth Management
Georgia
$248K – – –
IAP
2987
Indie Asset Partners
Indiana
$248K -$9.89K -59 -4%
IVP
2988
Intrinsic Value Partners
Arizona
$247K – – –
ORC
2989
O'Rourke & Company
Massachusetts
$247K +$33.5K +200 +15%
BA
2990
Bridge Advisory
California
$247K -$7.38K -44 -3%
TF
2991
TimeScale Financial
Massachusetts
$247K -$14.9K -89 -6%
ESCM
2992
Echo Street Capital Management
New York
$247K +$253K +1,511 New
VF
2993
Vawter Financial
Ohio
$246K +$253K +1,510 New
AFS
2994
AFG Fiduciary Services
Massachusetts
$246K +$168 +1 +0.1%
CIS
2995
Continental Investors Services
Washington
$246K +$168 +1 +0.1%
GHAM
2996
Gilman Hill Asset Management
Connecticut
$246K -$6.63M -39,524 -96%
FCMC
2997
Founders Capital Management (Connecticut)
Connecticut
$246K – – –
CSA
2998
Cottage Street Advisors
Massachusetts
$245K +$252K +1,504 New
CWG
2999
Crown Wealth Group
North Carolina
$245K -$27.5K -164 -10%
GCMG
3000
Gyroscope Capital Management Group
Florida
$244K +$251K +1,496 New