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Name Holding Trade Value Shares
Change
Change in
Stake
AF
3701
Affiance Financial
Minnesota
$311K +$6.2K +34 +2%
GA
3702
GSG Advisors
New Jersey
$311K +$28.6K +157 +12%
DCBT
3703
Dakota Community Bank & Trust
North Dakota
$310K -$4.74K -26 -2%
R
3704
Rebalance
California
$310K – – –
MW
3705
Members Wealth
Pennsylvania
$310K +$5.47K +30 +2%
HCM
3706
Hall Capital Management
Rhode Island
$310K +$292K +1,602 New
GFG
3707
Genesis Financial Group
New Jersey
$309K +$272K +1,494 New
AWM
3708
Austin Wealth Management
Texas
$309K -$68.4K -375 -19%
RWRC
3709
R.W. Roge & Company
New York
$309K +$33.4K +183 +14%
FWM
3710
ForthRight Wealth Management
Georgia
$309K – – –
FZCM
3711
Flynn Zito Capital Management
New York
$308K -$80.4K -441 -23%
MPG
3712
My Portfolio Guide
California
$308K +$271K +1,488 New
CTC
3713
Cetera Trust Company
Minnesota
$308K -$1.21M -6,643 -82%
WAU
3714
Wellington-Altus USA
Manitoba, Canada
$308K +$84.8K +465 +33%
S
3715
Steadtrust
Texas
$307K +$182 +1 +0.1%
LRIA
3716
Leonard Rickey Investment Advisors
Washington
$307K +$3.46K +19 +1%
BFS
3717
BridgePort Financial Solutions
Iowa
$306K +$3.28K +18 +1%
IWP
3718
IAG Wealth Partners
Wisconsin
$306K +$25.7K +141 +11%
PRP
3719
Peak Retirement Planning
Ohio
$306K +$270K +1,479 New
KW
3720
KWB Wealth
California
$306K – – –
MCFP
3721
Mallini Complete Financial Planning
Florida
$306K – – –
KCM
3722
KRS Capital Management
Michigan
$305K -$33.6K -184 -11%
RTC
3723
Riverview Trust Company
Washington
$305K -$8.57K -47 -3%
BRG
3724
Bay Rivers Group
Virginia
$304K -$9.12K -50 -3%
IF
3725
IRON Financial
Illinois
$304K -$23K -126 -8%