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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
2401
Convergence Investment Partners
Florida
$405K -$3.65K -56 -0.9%
FC
2402
Fulcrum Capital
Washington
$405K
EIG
2403
Ellenbecker Investment Group
Wisconsin
$404K -$15.6K -239 -4%
AFTS
2404
American Financial & Tax Strategies
New York
$403K +$13.8K +212 +3%
BFWA
2405
Benchmark Financial Wealth Advisors
Florida
$403K -$7.25K -111 -2%
GPWM
2406
Grant Private Wealth Management
California
$403K +$422K +6,472 New
SEIA
2407
Signature Estate & Investment Advisors
California
$403K +$587 +9 +0.1%
FC
2408
Forte Capital
New York
$402K -$82K -1,256 -16%
ARMT
2409
Amica Retiree Medical Trust
Rhode Island
$402K -$298K -4,572 -41%
SFWA
2410
Summit Financial Wealth Advisors
Louisiana
$401K +$11.6K +178 +3%
RIM
2411
RW Investment Management
Idaho
$400K
LC
2412
Landaas & Company
Wisconsin
$400K
HFM
2413
Hartford Financial Management
Connecticut
$400K -$198K -3,030 -32%
WHCI
2414
W.H. Cornerstone Investments
Massachusetts
$398K -$68.8K -1,054 -14%
CP
2415
Castleview Partners
Texas
$397K +$137K +2,104 +49%
JBA
2416
Johnson Bixby & Associates
Washington
$397K
PCI
2417
Planning Center Inc
Illinois
$397K +$2.15K +33 +0.5%
HFS
2418
Hughes Financial Services
Virginia
$397K +$416K +6,374 New
CPL
2419
Capital & Planning LLC
Georgia
$396K +$415K +6,360 New
LEA
2420
Legacy Edge Advisors
New York
$396K -$2.87K -44 -0.7%
CC
2421
Centiva Capital
New York
$395K -$743K -11,378 -64%
LA
2422
LexAurum Advisors
Kansas
$395K +$73.2K +1,122 +21%
MCCA
2423
Mill Creek Capital Advisors
Pennsylvania
$394K -$6.53K -100 -2%
SSWM
2424
Strait & Sound Wealth Management
California
$394K -$28.4K -435 -6%
KFGG
2425
Keystone Financial Group (Georgia)
Georgia
$394K +$413K +6,327 New