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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
4776
Armstrong Fleming & Moore
District of Columbia
$242K – – –
COFSG
4777
Carbahal Olsen Financial Services Group
California
$241K – – –
GCM
4778
Genus Capital Management
British Columbia, Canada
$241K -$47.7K -78 -15%
EF
4779
Exeter Financial
Arizona
$241K – – –
ICMM
4780
Integrated Capital Management (Michigan)
Michigan
$240K -$72.2K -118 -22%
LHP
4781
Lexington Hill Partners
Texas
$240K +$1.22K +2 +0.5%
BCM
4782
Bannerstone Capital Management
Minnesota
$240K -$1.83K -3 -0.7%
TIA
4783
Tiemann Investment Advisors
California
$239K -$20.8K -34 -7%
HWA
4784
Heritage Wealth Architects
Minnesota
$239K -$3.06K -5 -1%
RBC
4785
Rye Brook Capital
Connecticut
$239K +$260K +425 New
RWM
4786
RMG Wealth Management
Wisconsin
$238K -$9.78K -16 -4%
SFS
4787
Sunrise Financial Services
Washington
$238K -$13.5K -22 -5%
GC
4788
Gibson Capital
Pennsylvania
$238K -$68.5K -112 -21%
TLFA
4789
True Link Financial Advisors
California
$238K – – –
IFPG
4790
Intrepid Financial Planning Group
Indiana
$238K +$6.12K +10 +2%
SIA
4791
SkyView Investment Advisors
New Jersey
$237K -$3.08M -5,037 -92%
MIA
4792
MeadowBrook Investment Advisors
Michigan
$237K +$52.6K +86 +26%
KA
4793
Kooman & Associates
Pennsylvania
$236K -$39.1K -64 -13%
HCP
4794
Holt Capital Partners
Texas
$236K +$256K +419 New
Legacy Financial Group (Iowa)
4795
Legacy Financial Group (Iowa)
Iowa
$236K – – –
NBWM
4796
North Berkeley Wealth Management
California
$235K +$6.12K +10 +2%
BWM
4797
Buckley Wealth Management
Nevada
$235K -$6.12K -10 -2%
ORC
4798
O'Rourke & Company
Massachusetts
$235K +$20.2K +33 +9%
VWS
4799
Virtus Wealth Solutions
New Jersey
$235K +$7.34K +12 +3%
IRC
4800
Investors Research Corp
Georgia
$235K – – –