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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1826
Perennial Advisors
New York
$232K – – –
AG
1827
AmeriFlex Group
Nevada
$232K +$169K +1,036 +250%
CAL
1828
Capital Advisors Ltd
Ohio
$232K +$327 +2 +0.1%
MFGM
1829
Marshall Financial Group (Maryland)
Maryland
$232K +$236K +1,446 New
FG
1830
Foster Group
Iowa
$231K +$236K +1,444 New
CFG
1831
Carter Financial Group
Illinois
$230K -$4.91K -30 -2%
CCG
1832
Coastwise Capital Group
California
$230K +$981 +6 +0.4%
LC
1833
Landaas & Company
Wisconsin
$229K – – –
RIA
1834
Richwood Investment Advisors
Ohio
$229K – – –
PPG
1835
Peak Planning Group
Colorado
$229K +$234K +1,432 New
WCA
1836
Whetstone Capital Advisors
Kansas
$229K -$9.81K -60 -4%
TM
1837
TigerOak Management
New Mexico
$229K – – –
OPA
1838
Old Port Advisors
Maine
$229K +$234K +1,430 New
MFC
1839
Mechanics Financial Corp
Ohio
$229K -$26.2K -160 -10%
EL
1840
EWA LLC
Pennsylvania
$228K +$233K +1,425 New
NAAA
1841
New Age Alpha Advisors
New York
$228K – – –
NB
1842
Nicolet Bankshares
Wisconsin
$227K +$232K +1,418 New
JPWM
1843
Jamison Private Wealth Management
Georgia
$227K -$9.81K -60 -4%
LWM
1844
LeConte Wealth Management
Tennessee
$227K -$17.8K -109 -7%
SIMC
1845
Squire Investment Management Company
Utah
$227K +$2.78K +17 +1%
FSA
1846
Fort Sheridan Advisors
Illinois
$225K +$4.09K +25 +2%
MCM
1847
Marathon Capital Management
Maryland
$225K – – –
BCFD
1848
Boit C.F. David
$225K – – –
WFA
1849
Wellspring Financial Advisors
Ohio
$225K +$229K +1,403 New
RPCA
1850
Running Point Capital Advisors
California
$224K – – –