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Name Holding Trade Value Shares
Change
Change in
Stake
OFP
3201
OFC Financial Planning
New Jersey
$254K
SC
3202
Stephenson & Company
California
$254K
SIC
3203
Sigma Investment Counselors
Michigan
$253K -$26.1K -87 -9%
WF
3204
WealthPoint Financial
North Carolina
$253K +$256K +855 New
HGWM
3205
Horst & Graben Wealth Management
Oregon
$253K +$1.2K +4 +0.5%
AWM
3206
Austin Wealth Management
Texas
$252K +$9.88K +33 +4%
RFW
3207
Rainier Family Wealth
Washington
$252K +$255K +852 New
FWP
3208
Flatrock Wealth Partners
California
$252K +$255K +852 New
PFM
3209
Peak Financial Management
Massachusetts
$252K
JJBC
3210
James J. Burns & Company
New York
$252K -$59.9K -200 -19%
CCM
3211
Chickasaw Capital Management
Tennessee
$252K
PWM
3212
Penobscot Wealth Management
Maine
$252K
MSR
3213
Main Street Research
Connecticut
$251K -$134K -447 -35%
CCW
3214
Coastline Complete Wealth
South Carolina
$251K +$254K +848 New
RCWM
3215
Royal Capital Wealth Management
Indiana
$250K
TW
3216
Towerpoint Wealth
California
$250K +$252K +843 New
MWM
3217
MGB Wealth Management
Texas
$249K
MWM
3218
Mascoma Wealth Management
New Hampshire
$249K +$3K +10 +1%
SDH
3219
Sloy Dahl & Holst
Washington
$249K
RAS
3220
RPS Advisory Solutions
Kentucky
$249K +$1.2K +4 +0.5%
SCM
3221
Spreng Capital Management
Ohio
$248K
TIAAOA
3222
Teachers Insurance & Annuity Association of America
New York
$248K
HGA
3223
Hobbs Group Advisors
South Carolina
$248K
OC
3224
Opal Capital
Florida
$247K +$250K +835 New
IPA
3225
Investment Planning Advisors
Georgia
$247K +$299 +1 +0.1%