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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
2076
Court Place Advisors
Maryland
$252K -$17.7K -100 -7%
ACM
2077
Alethea Capital Management
Washington
$252K
LCC
2078
Lincoln Capital Corp
Rhode Island
$251K -$102K -575 -29%
PWPS
2079
Pinnacle Wealth Planning Services
Ohio
$251K +$251K +1,419 New
OWM
2080
Orgel Wealth Management
Wisconsin
$250K +$22.8K +129 +10%
FPGK
2081
Financial Partners Group (Kansas)
Kansas
$250K +$250K +1,414 New
CCMW
2082
Cypress Capital Management (Wyoming)
Wyoming
$249K +$19.4K +110 +8%
UC
2083
Unio Capital
New Jersey
$249K +$249K +1,410 New
BL
2084
Balentine LLC
Georgia
$248K -$199K -1,124 -44%
Capstone Investment Advisors
2085
Capstone Investment Advisors
New York
$247K -$566K -3,200 -70%
MPPLM
2086
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$247K +$247K +1,399 New
NB
2087
Nicolet Bankshares
Wisconsin
$245K +$245K +1,387 New
SCM
2088
Stonebridge Capital Management
California
$244K +$6.89K +39 +3%
HWM
2089
Highwater Wealth Management
Colorado
$242K
IF
2090
IRON Financial
Illinois
$242K +$12.2K +69 +5%
RWG
2091
Regal Wealth Group
California
$241K +$2.65K +15 +1%
BCP
2092
Berkeley Capital Partners
Georgia
$240K -$7.6K -43 -3%
MSFP
2093
Mark Sheptoff Financial Planning
Connecticut
$239K -$53K -300 -18%
HL
2094
HeadInvest LLC
Maine
$239K
VAM
2095
Visionary Asset Management
Texas
$239K +$4.95K +28 +2%
CWA
2096
Clarus Wealth Advisors
Arizona
$239K +$239K +1,352 New
TIM
2097
Tortoise Investment Management
New York
$236K -$28.5K -161 -11%
WDL
2098
Well Done LLC
Michigan
$236K -$4.42K -25 -2%
TIM
2099
Total Investment Management
Arizona
$235K -$9.72K -55 -4%
SFS
2100
Summit Financial Strategies
Ohio
$235K +$884 +5 +0.4%