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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
2626
Capital CS Group
California
$254K -$29.7K -270 -11%
SIC
2627
Samalin Investment Counsel
New York
$254K -$7.71K -70 -3%
GRWP
2628
Green Ridge Wealth Planning
New Jersey
$254K +$246K +2,233 New
OWM
2629
Opes Wealth Management
California
$254K -$68.5K -622 -22%
LSC
2630
Lesa Sroufe & Co
Washington
$254K
ISFAN
2631
Investor's Fiduciary Advisor Network
Washington
$254K +$46.8K +425 +23%
BFP
2632
Beacon Financial Planning
Massachusetts
$254K
JFG
2633
Juno Financial Group
Virginia
$253K +$245K +2,223 New
FWM
2634
Fonville Wealth Management
Virginia
$253K -$25.3K -230 -9%
SFA
2635
Souders Financial Advisors
Ohio
$252K +$8.48K +77 +4%
AFAS
2636
Acorn Financial Advisory Services
Virginia
$252K -$27K -245 -10%
KIM
2637
Karpus Investment Management
New York
$252K
FWM
2638
FMB Wealth Management
California
$252K -$1.1K -10 -0.4%
FBT
2639
First Bank & Trust
South Dakota
$252K -$25K -227 -9%
ZF
2640
Zhang Financial
Michigan
$251K +$330 +3 +0.1%
MCM
2641
McRae Capital Management
New Jersey
$251K -$4.41K -40 -2%
PA
2642
PSI Advisors
Florida
$251K -$441 -4 -0.2%
SFS
2643
Strategic Financial Services
New York
$251K -$64.1K -582 -20%
FWM
2644
FMA Wealth Management
Massachusetts
$250K
PFM
2645
Patton Fund Management
Texas
$250K -$26.4K -240 -10%
IP
2646
Integras Partners
Georgia
$250K
ZCP
2647
Z3 Capital Partners
Virginia
$250K +$242K +2,198 New
POIA
2648
Pin Oak Investment Advisors
Texas
$250K -$881 -8 -0.3%
PAW
2649
Plan A Wealth
Nebraska
$250K
FCM
2650
Family Capital Management
Michigan
$250K -$48.6K -441 -17%