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Name Holding Trade Value Shares
Change
Change in
Stake
RLH
4351
RD Lewis Holdings
Florida
$248K +$204K +347 New
LSL
4352
Legacy Solutions LLC
Pennsylvania
$248K +$248K +423 New
COFSG
4353
Carbahal Olsen Financial Services Group
California
$248K +$248K +423 New
SCM
4354
Stonebridge Capital Management
California
$247K – – –
BIM
4355
Breakwater Investment Management
Washington
$247K – – –
GC
4356
Globeflex Capital
California
$246K – – –
WA
4357
Westfuller Advisors
New York
$246K -$2.94K -5 -1%
RWM
4358
Raffa Wealth Management
District of Columbia
$245K -$5.87K -10 -2%
FF
4359
Financial Futures
New Jersey
$245K +$2.35K +4 +1%
EFMH
4360
E Fund Management (HK)
Hong Kong
$245K +$7.63K +13 +3%
SFG
4361
Sunburst Financial Group
Alabama
$245K +$8.22K +14 +3%
AWA
4362
Aquire Wealth Advisors
Utah
$244K – – –
IWP
4363
Innova Wealth Partners
Pennsylvania
$244K -$400K -681 -62%
AFS
4364
Axiom Financial Strategies
Indiana
$244K -$4.11K -7 -2%
NA
4365
Note Advisors
New York
$244K +$244K +416 New
CIC
4366
Cutler Investment Counsel
Oregon
$244K -$4.11K -7 -2%
JPT
4367
Jordan Park Trust
New Hampshire
$244K +$244K +416 New
LFA
4368
LifeGuide Financial Advisors
Pennsylvania
$243K -$5.28K -9 -2%
MPCG
4369
Matrix Private Capital Group
New York
$243K – – –
BWM
4370
Buckley Wealth Management
Nevada
$242K – – –
MLRA
4371
Main Line Retirement Advisors
Montana
$242K +$587 +1 +0.2%
CCA
4372
Cadent Capital Advisors
Oklahoma
$242K – – –
PA
4373
Planning Alternatives
Michigan
$241K +$20.5K +35 +9%
AMG
4374
Advisors Management Group
Wisconsin
$241K -$587 -1 -0.2%
HPFG
4375
Hart & Patterson Financial Group
Massachusetts
$241K -$14.1K -24 -6%