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Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
1951
Mission Creek Capital Partners
California
$256K -$270K -8,228 -50%
OFW
1952
Omnia Family Wealth
Florida
$255K +$5.21K +159 +2%
CFS
1953
CRA Financial Services
New Jersey
$255K -$1.97K -60 -0.7%
FHC
1954
First Heartland Consultants
Missouri
$255K -$1.8K -55 -0.7%
V
1955
ViaWealth
Kansas
$255K +$270K +8,225 New
PGWM
1956
Parisi Gray Wealth Management
New Jersey
$255K -$15.8K -482 -6%
MTWM
1957
Masso Torrence Wealth Management
New Jersey
$254K +$269K +8,211 New
AF
1958
Affiance Financial
Minnesota
$254K +$21.6K +660 +9%
BMC
1959
Benin Management Corp
Connecticut
$254K +$19.3K +589 +8%
HAS
1960
HBW Advisory Services
California
$254K -$71.2K -2,174 -21%
ZB
1961
Zions Bancorporation
Utah
$254K -$1.36M -41,407 -83%
LF
1962
LifePlan Financial
Minnesota
$253K -$65.1K -1,987 -20%
AWM
1963
Altus Wealth Management
Kentucky
$253K +$85K +2,594 +46%
SGK
1964
Steigerwald Gordon & Koch
Virginia
$253K +$4.26K +130 +2%
PCP
1965
Proficio Capital Partners
Massachusetts
$252K -$30.4K -927 -10%
RCA
1966
Roberts Capital Advisors
Colorado
$252K – – –
DP
1967
Dearborn Partners
Illinois
$251K -$186K -5,686 -41%
OHWA
1968
Oak Hill Wealth Advisors
Virginia
$250K +$265K +8,076 New
GGI
1969
Godsey & Gibb Inc
Virginia
$250K -$213K -6,490 -45%
BWL
1970
Bogart Wealth LLC
Virginia
$250K -$28.1K -858 -10%
PTP
1971
Platform Technology Partners
New York
$250K +$264K +8,057 New
SIS
1972
Sound Income Strategies
Florida
$249K +$42.9K +1,309 +19%
PFSC
1973
Peoples Financial Services Corp
Pennsylvania
$249K -$492 -15 -0.2%
EPA
1974
Element Pointe Advisors
Florida
$249K – – –
OAM
1975
Occidental Asset Management
California
$249K +$20.6K +628 +8%