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Name Holding Trade Value Shares
Change
Change in
Stake
CFGSD
2676
Compass Financial Group (South Dakota)
South Dakota
$278K -$6.92K -101 -3%
SEP
2677
Southland Equity Partners
Missouri
$278K -$29.8K -435 -10%
TWM
2678
TriaGen Wealth Management
California
$278K -$29.3K -428 -10%
ZAM
2679
Zevin Asset Management
Massachusetts
$276K +$685 +10 +0.3%
SCI
2680
Silver Coast Investments
United States
$276K -$13.1K -191 -5%
NCM
2681
Northside Capital Management
Oregon
$276K
CIP
2682
Capital Insight Partners
Arizona
$275K -$14.7K -215 -5%
1IA
2683
1834 Investment Advisors
Wisconsin
$274K -$355K -5,177 -58%
AWM
2684
Aviso Wealth Management
Washington
$274K -$22.7K -331 -8%
SFC
2685
Swisher Financial Concepts
Ohio
$274K +$822 +12 +0.3%
SIA
2686
SGL Investment Advisors
Montana
$274K +$300K +4,378 New
TWP
2687
Tempus Wealth Planning
California
$274K +$2.4K +35 +0.9%
FC
2688
FCA Corp
Texas
$273K -$14.8K -216 -5%
PHWM
2689
Pine Harbor Wealth Management
Maryland
$273K +$1.64K +24 +0.6%
SWM
2690
Shakespeare Wealth Management
Wisconsin
$273K +$1.37K +20 +0.5%
POIA
2691
Pin Oak Investment Advisors
Texas
$272K -$13.3K -194 -5%
MLFP
2692
MPS Loria Financial Planners
Illinois
$272K +$959 +14 +0.4%
FSC
2693
Full Sail Capital
Oklahoma
$271K -$1.46M -21,249 -85%
BMC
2694
Benin Management Corp
Connecticut
$271K -$19.4K -283 -7%
BCMLT
2695
Beacon Capital Management LLC (Tennessee)
Tennessee
$271K -$91.3K -1,333 -26%
PPWM
2696
Paragon Private Wealth Management
Kentucky
$271K +$258K +3,771 New
SFG
2697
Socha Financial Group
New York
$271K +$137 +2 +0.1%
BSTWA
2698
Blake Schutter Theil Wealth Advisors
Ohio
$270K +$258K +3,762 New
GWM
2699
Greenwich Wealth Management
Connecticut
$270K -$30.7K -448 -11%
PFM
2700
Phillips Financial Management
Indiana
$270K -$5.82K -85 -2%