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Name Holding Trade Value Shares
Change
Change in
Stake
WCP
2876
Wealthcare Capital Partners
Pennsylvania
$360K -$1.11K -2 -0.3%
AFG
2877
Allegheny Financial Group
Pennsylvania
$359K +$14.9K +27 +4%
GA
2878
GoalVest Advisory
New York
$359K +$85.7K +155 +32%
SMFG
2879
Sumitomo Mitsui Financial Group
Japan
$358K +$359K +650 New
SIC
2880
Sage Investment Counsel
Tennessee
$357K
LWP
2881
LeClair Wealth Partners
Ohio
$357K -$1.11K -2 -0.3%
MSFP
2882
Mark Sheptoff Financial Planning
Connecticut
$357K
BCP
2883
Blue Chip Partners
Michigan
$356K +$59.2K +107 +20%
CAGAS
2884
Capital Advisory Group Advisory Services
Minnesota
$356K +$6.08K +11 +2%
WIM
2885
Warwick Investment Management
Texas
$356K -$33.2K -60 -9%
TPWA
2886
Twin Peaks Wealth Advisors
California
$355K +$59.7K +108 +21%
WIC
2887
WealthBridge Investment Counsel
Alberta, Canada
$355K
SO
2888
Sierra Ocean
California
$355K +$16K +29 +5%
WAS
2889
Wealth Advisory Solutions
Indiana
$355K +$102K +184 +41%
IVP
2890
Intrinsic Value Partners
Arizona
$355K -$5.53K -10 -2%
MPIA
2891
Mountain Pacific Investment Advisers
Idaho
$354K
FFG
2892
Frisch Financial Group
New York
$354K -$3.32K -6 -0.9%
CWM
2893
Chicago Wealth Management
Illinois
$353K
HDIM
2894
Hanson & Doremus Investment Management
Vermont
$353K +$8.85K +16 +3%
FSA
2895
Franklin Street Advisors
North Carolina
$352K +$347K +627 New
WHCI
2896
W.H. Cornerstone Investments
Massachusetts
$352K -$63K -114 -15%
HPC
2897
Hobart Private Capital
North Carolina
$351K +$345K +624 New
AWM
2898
Alterna Wealth Management
Texas
$351K -$488K -883 -59%
IEFM
2899
IQ EQ Fund Management
Ireland
$351K
KFA
2900
Kapstone Financial Advisors
Ohio
$350K +$9.4K +17 +3%