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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
3026
Sterling Financial Group
California
$267K -$886 -3 -0.3%
WCM
3027
Wallace Capital Management
Texas
$267K – – –
OPWM
3028
Oxinas Partners Wealth Management
Indiana
$267K +$254K +859 New
IAP
3029
Indie Asset Partners
Indiana
$267K – – –
AIM
3030
Aigen Investment Management
New York
$267K +$253K +858 New
FWI
3031
Facet Wealth Inc
Maryland
$266K -$62.6K -212 -21%
CTC
3032
Corundum Trust Company
South Dakota
$266K +$253K +857 New
6F
3033
626 Financial
Michigan
$266K – – –
AWA
3034
Archvest Wealth Advisors
California
$266K +$3.54K +12 +1%
ETIA
3035
Epic Trust Investment Advisors
Washington
$265K -$29.2K -99 -10%
SFFS
3036
Stonehage Fleming Financial Services
Jersey
$265K – – –
KPWG
3037
KFA Private Wealth Group
Virginia
$264K -$37.2K -126 -13%
CCFP
3038
Charles Carroll Financial Partners
Massachusetts
$264K -$118K -400 -32%
SC
3039
Stephens Consulting
Michigan
$264K -$2.36K -8 -0.9%
NA
3040
Nottingham Advisors
New York
$263K – – –
DU
3041
Delphia (USA)
Ontario, Canada
$263K +$250K +846 New
AFCM
3042
Applied Finance Capital Management
Puerto Rico
$262K +$22.2K +75 +10%
KMC
3043
Kirr Marbach & Co
Indiana
$262K – – –
CFG
3044
Compton Financial Group
Maryland
$262K – – –
OPPS
3045
Obsidian Personal Planning Solutions
Maryland
$262K +$22.5K +76 +10%
CCM
3046
Crew Capital Management
Ohio
$261K – – –
NFG
3047
Northeast Financial Group
Pennsylvania
$261K +$7.68K +26 +3%
GA
3048
Gateway Advisory
New Jersey
$261K -$4.87M -16,471 -95%
Cohen & Steers
3049
Cohen & Steers
New York
$261K – – –
SC
3050
Sonen Capital
California
$261K -$31.9K -108 -11%