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Name Holding Trade Value Shares
Change
Change in
Stake
TF
2701
Trek Financial
Arizona
$274K -$288K -3,253 -52%
FM
2702
Family Management
New York
$274K -$118K -1,332 -31%
HCP
2703
Holt Capital Partners
Texas
$274K
RR
2704
Robotti Robert
$274K
AWC
2705
Adamsbrown Wealth Consultants
Kansas
$274K +$266 +3 +0.1%
PAG
2706
Powers Advisory Group
Illinois
$274K +$1.68K +19 +0.6%
BWFA
2707
Baltimore-Washington Financial Advisors
Maryland
$274K +$9.93K +112 +4%
FAFN
2708
First Affirmative Financial Network
Colorado
$273K -$130K -1,464 -33%
CA
2709
Carson Advisory
Georgia
$272K
FW
2710
FirstPurpose Wealth
Utah
$271K +$15.2K +172 +6%
CHA
2711
Cooper/Haims Advisors
New York
$269K
MF
2712
Montis Financial
Massachusetts
$268K
PP
2713
PFS Partners
New Jersey
$268K +$1.95K +22 +0.8%
SDH
2714
Sloy Dahl & Holst
Washington
$266K
NFSG
2715
Newbridge Financial Services Group
Florida
$266K +$13.5K +152 +5%
SSCA
2716
South Shore Capital Advisors
Massachusetts
$265K +$258K +2,911 New
MCA
2717
Maryland Capital Advisors
Maryland
$264K -$3.28K -37 -1%
RC
2718
Reik & Co
New York
$263K
HCM
2719
Howard Capital Management
Georgia
$263K +$254K +2,866 New
WLIM
2720
White Lighthouse Investment Management
Massachusetts
$262K -$1.42K -16 -0.6%
FC
2721
Financial Council
Maryland
$262K
MWM
2722
MBE Wealth Management
Wisconsin
$262K +$177 +2 +0.1%
MF
2723
Manchester Financial
California
$262K +$255K +2,873 New
CA
2724
Claris Advisors
Missouri
$261K +$15.1K +170 +6%
TFA
2725
Triad Financial Advisors
North Carolina
$260K -$3.46K -39 -1%