Name Holding Trade Value Shares
Change
Change in
Stake
PA
1651
Planning Alternatives
Michigan
$283K +$53.5K +113 +23%
GLR
1652
Great Lakes Retirement
Ohio
$281K -$28.4K -60 -9%
FFA
1653
Fi3 Financial Advisors
Indiana
$281K +$36.5K +77 +15%
DWM
1654
DecisionMap Wealth Management
Virginia
$281K -$3.31K -7 -1%
WG
1655
Welch Group
Alabama
$280K +$279K +589 New
NCTC
1656
New Covenant Trust Company
Indiana
$279K -$6.15K -13 -2%
TC
1657
Trilogy Capital
California
$279K -$2.84K -6 -1%
AWA
1658
Acorn Wealth Advisors
Michigan
$278K +$18.9K +40 +7%
A
1659
Argentarii
Ohio
$278K -$68.2K -144 -20%
ESB
1660
Essex Savings Bank
Connecticut
$278K -$2.84K -6 -1%
PIA
1661
Perennial Investment Advisors
California
$277K +$51.1K +108 +23%
BAM
1662
BOS Asset Management
Illinois
$274K – – –
SP
1663
Stonebrook Private
Michigan
$273K +$8.05K +17 +3%
PK
1664
Pflug Koory
Nebraska
$273K – – –
AA
1665
Argent Advisors
Louisiana
$273K +$272K +574 New
DCM
1666
Donaldson Capital Management
Indiana
$272K +$3.31K +7 +1%
IA
1667
IFG Advisory
Georgia
$271K +$9.94K +21 +4%
CG
1668
Curat Global
New Hampshire
$268K – – –
AF
1669
Apexium Financial
Texas
$268K -$23.2K -49 -8%
SAI
1670
Systematic Alpha Investments
New Jersey
$268K – – –
MPWS
1671
McCarter Private Wealth Services
Massachusetts
$267K – – –
OFW
1672
Omnia Family Wealth
Florida
$267K +$1.89K +4 +0.7%
WFA
1673
Wellspring Financial Advisors
Ohio
$267K +$1.42K +3 +0.5%
BFM
1674
Boothbay Fund Management
New York
$267K -$697K -1,472 -72%
SL
1675
Sentinus LLC
Illinois
$266K +$266K +561 New