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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
2651
Consolidated Planning Corp
Georgia
$473K -$4.5M -43,611 -90%
CC
2652
Constitution Capital
Connecticut
$473K -$20.6K -200 -4%
BLAM
2653
Bourne Lent Asset Management
New York
$471K -$75.3K -730 -13%
RFW
2654
Rainier Family Wealth
Washington
$471K +$488K +4,735 New
MAM
2655
Montchanin Asset Management
Delaware
$471K
HFRG
2656
Houlihan Financial Resource Group
Virginia
$470K +$309 +3 +0.1%
CPRC
2657
Consolidated Portfolio Review Corp
New York
$469K +$79.7K +773 +20%
GWAG
2658
Garrett Wealth Advisory Group
Texas
$469K +$102K +986 +26%
IP
2659
Investment Partners
Ohio
$469K -$153K -1,488 -24%
FTC
2660
Farmers Trust Company
Ohio
$469K -$103 -1 -0%
AC
2661
Annandale Capital
Texas
$468K
BFWA
2662
Benchmark Financial Wealth Advisors
Florida
$468K -$230K -2,235 -32%
ACM
2663
Arcataur Capital Management
Wisconsin
$468K +$106K +1,025 +28%
PCM
2664
Perritt Capital Management
Illinois
$467K +$118K +1,147 +32%
VF
2665
Virtu Financial
New York
$466K +$243K +2,359 +101%
SWRP
2666
Summit Wealth & Retirement Planning
California
$465K +$13.7K +133 +3%
LK
2667
Lumbard & Kellner
New Hampshire
$465K
CSA
2668
Cottage Street Advisors
Massachusetts
$465K
AG
2669
AmeriFlex Group
Nevada
$464K +$484K +4,698 New
PAM
2670
Parvin Asset Management
South Dakota
$464K +$481K +4,665 New
DFA
2671
DHJJ Financial Advisors
Illinois
$464K
ATWA
2672
Arbor Trust Wealth Advisors
Michigan
$464K -$108K -1,052 -19%
JBA
2673
Johnson Bixby & Associates
Washington
$464K -$515 -5 -0.1%
OBGC
2674
O'Brien Greene & Co
Pennsylvania
$464K -$34.4K -334 -7%
SWP
2675
Semus Wealth Partners
Florida
$463K +$128K +1,245 +36%