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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2926
Summit Asset Management
Tennessee
$276K -$5K -20 -2%
ODG
2927
O'Dell Group
Ohio
$276K +$17K +68 +6%
RVPG
2928
Relative Value Partners Group
$276K +$311K +1,243 New
CC
2929
Callan Capital
California
$275K +$10.7K +43 +4%
MWM
2930
Mascoma Wealth Management
New Hampshire
$275K +$21.7K +87 +8%
PWM
2931
Prentice Wealth Management
New York
$274K +$19.5K +78 +7%
EWM
2932
EPG Wealth Management
Georgia
$273K -$179K -717 -37%
OPOWM
2933
One Plus One Wealth Management
Florida
$273K -$79.7K -319 -21%
MAM
2934
Marquette Asset Management
Minnesota
$273K +$26.2K +105 +9%
MPW
2935
MA Private Wealth
California
$273K +$28.7K +115 +10%
SG
2936
Swarthmore Group
Pennsylvania
$272K -$2.94M -11,769 -91%
CA
2937
Centerpoint Advisors
Massachusetts
$272K – – –
PWS
2938
Private Wealth Strategies
Ohio
$272K +$49.5K +198 +19%
RG
2939
Richelieu Gestion
France
$272K +$306K +1,223 New
CWM
2940
Connecticut Wealth Management
Connecticut
$271K -$246K -986 -45%
CANC
2941
Culbertson A N & Co
Virginia
$271K -$55K -220 -15%
LC
2942
Lincoln Capital
Nebraska
$271K -$2.75K -11 -0.9%
BB
2943
Bell Bank
North Dakota
$271K – – –
COF
2944
Capital One Financial
Virginia
$270K -$696K -2,785 -70%
MWP
2945
Madison Wealth Partners
Wisconsin
$270K -$11.5K -46 -4%
CCM
2946
Colorado Capital Management
Colorado
$270K -$8.5K -34 -3%
KBFS
2947
Kohmann Bosshard Financial Services
Ohio
$270K -$4.75K -19 -2%
BG
2948
Benedetti & Gucer
Georgia
$270K +$58.2K +233 +24%
CF
2949
Corrigan Financial
Rhode Island
$270K +$1.25K +5 +0.4%
LFG
2950
Lazard Frères Gestion
France
$269K -$3.16M -12,650 -91%