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Name Holding Trade Value Shares
Change
Change in
Stake
SPP
4576
Single Point Partners
Massachusetts
$318K -$82.7K -129 -19%
SICM
4577
Sustainable Insight Capital Management
New York
$318K -$25.6K -40 -7%
EM
4578
ELCO Management
New York
$318K +$144K +225 +68%
UFPG
4579
United Financial Planning Group
New York
$315K +$103K +160 +41%
PHWM
4580
Palatine Hill Wealth Management
Michigan
$315K +$26.9K +42 +8%
FGC
4581
First Growth Capital
Maryland
$315K -$1.28K -2 -0.4%
HP
4582
Highlander Partners
Texas
$315K – – –
OPTFSNA
4583
Old Point Trust & Financial Services N A
Virginia
$315K +$14.7K +23 +4%
NOI
4584
Newton One Investments
Delaware
$314K – – –
TFO
4585
Tarbox Family Office
California
$314K -$484K -755 -58%
WMWM
4586
Whitaker-Myers Wealth Managers
Ohio
$314K -$44.9K -70 -11%
KG
4587
Kieckhefer Group
Wisconsin
$314K +$32K +50 +10%
SCM
4588
Stonebridge Capital Management
California
$314K +$352K +549 New
WIP
4589
WealthCare Investment Partners
Rhode Island
$314K -$1.28K -2 -0.4%
NA
4590
Note Advisors
New York
$314K +$62.8K +98 +22%
FCM
4591
Fell Capital Management
California
$314K +$26.3K +41 +8%
NI
4592
Natural Investments
California
$313K +$1.28K +2 +0.4%
PWA
4593
Provenance Wealth Advisors
Florida
$312K -$28.8K -45 -8%
SLT
4594
St Louis Trust
Missouri
$312K – – –
RWM
4595
Reston Wealth Management
Virginia
$312K -$18.6K -29 -5%
ICMM
4596
Integrated Capital Management (Michigan)
Michigan
$312K +$111K +173 +47%
AWA
4597
Aquire Wealth Advisors
Utah
$311K +$52.6K +82 +18%
EWM
4598
Elmwood Wealth Management
California
$311K – – –
SFG
4599
Shum Financial Group
California
$311K +$110K +171 +46%
PA
4600
Prosperity Advisers
Pennsylvania
$310K +$44.2K +69 +15%