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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1826
Capital Advisors Ltd
Ohio
$232K +$327 +2 +0.1%
MFGM
1827
Marshall Financial Group (Maryland)
Maryland
$232K +$236K +1,446 New
FG
1828
Foster Group
Iowa
$231K +$236K +1,444 New
CFG
1829
Carter Financial Group
Illinois
$230K -$4.91K -30 -2%
CCG
1830
Coastwise Capital Group
California
$230K +$981 +6 +0.4%
LC
1831
Landaas & Company
Wisconsin
$229K
RIA
1832
Richwood Investment Advisors
Ohio
$229K
PPG
1833
Peak Planning Group
Colorado
$229K +$234K +1,432 New
WCA
1834
Whetstone Capital Advisors
Kansas
$229K -$9.81K -60 -4%
TM
1835
TigerOak Management
New Mexico
$229K
OPA
1836
Old Port Advisors
Maine
$229K +$234K +1,430 New
MFC
1837
Mechanics Financial Corp
Ohio
$229K -$26.2K -160 -10%
EL
1838
EWA LLC
Pennsylvania
$228K +$233K +1,425 New
NAAA
1839
New Age Alpha Advisors
New York
$228K
NB
1840
Nicolet Bankshares
Wisconsin
$227K +$232K +1,418 New
JPWM
1841
Jamison Private Wealth Management
Georgia
$227K -$9.81K -60 -4%
LWM
1842
LeConte Wealth Management
Tennessee
$227K -$17.8K -109 -7%
SIMC
1843
Squire Investment Management Company
Utah
$227K +$2.78K +17 +1%
FSA
1844
Fort Sheridan Advisors
Illinois
$225K +$4.09K +25 +2%
MCM
1845
Marathon Capital Management
Maryland
$225K
BCFD
1846
Boit C.F. David
$225K
WFA
1847
Wellspring Financial Advisors
Ohio
$225K +$229K +1,403 New
RPCA
1848
Running Point Capital Advisors
California
$224K
ACS
1849
Archford Capital Strategies
Illinois
$223K -$3.6K -22 -2%
VFG
1850
V2 Financial group
Illinois
$223K +$228K +1,392 New