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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
3576
Kelleher Financial Advisors
New York
$265K -$8.69K -24 -3%
DC
3577
Dorval Corp
Minnesota
$264K +$724 +2 +0.3%
MCM
3578
Mainstay Capital Management
Michigan
$263K +$260K +718 New
AWMM
3579
Aegis Wealth Management (Maryland)
Maryland
$262K – – –
CISOA
3580
Capital Investment Services of America
Wisconsin
$262K – – –
HSG
3581
Helen Stephens Group
Texas
$261K +$14.5K +40 +6%
PP
3582
Postrock Partners
Oregon
$261K +$8.32K +23 +3%
JAA
3583
Joel Adams & Associates
North Carolina
$261K -$8.69K -24 -3%
PTC
3584
Philadelphia Trust Company
Pennsylvania
$261K -$10.9K -30 -4%
FFC
3585
Frederick Financial Consultants
Maryland
$260K +$31.5K +87 +14%
VFG
3586
V2 Financial group
Illinois
$260K +$3.26K +9 +1%
MWM
3587
MBE Wealth Management
Wisconsin
$260K -$106K -292 -29%
LI
3588
Lafayette Investments
Maryland
$259K +$362 +1 +0.1%
SIA
3589
Strategic Investment Advisors
Michigan
$259K +$29.7K +82 +13%
FWM
3590
FMB Wealth Management
California
$259K -$1.09K -3 -0.4%
TCMP
3591
Thrive Capital Management (Pennsylvania)
Pennsylvania
$259K +$256K +707 New
CA
3592
Cortland Associates
Missouri
$259K +$362 +1 +0.1%
GF
3593
GGM Financials
Ohio
$259K +$1.45K +4 +0.6%
VFPW
3594
Vantage Financial Partners (Wisconsin)
Wisconsin
$258K +$362 +1 +0.1%
VI
3595
VanderPol Investments
Michigan
$258K -$9.41K -26 -4%
TLCM
3596
Twin Lakes Capital Management
California
$258K – – –
QP
3597
Quartz Partners
New York
$258K -$134K -369 -34%
TFO
3598
Tarbox Family Office
California
$258K -$2.9K -8 -1%
FWA
3599
FOCUS Wealth Advisors
Texas
$258K -$10.9K -30 -4%
FA
3600
FSA Advisors
Michigan
$257K -$144K -397 -36%