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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
2801
Valicenti Advisory Services
New York
$224K -$13.3K -150 -6%
SCA
2802
Sandy Cove Advisors
Massachusetts
$224K – – –
VCM
2803
Virtue Capital Management
Tennessee
$223K -$902K -10,169 -81%
DPI
2804
Diversified Portfolios Inc
Michigan
$223K -$47.3K -534 -18%
MS
2805
Marshall & Sullivan
Washington
$223K – – –
MLFP
2806
MPS Loria Financial Planners
Illinois
$223K +$217K +2,452 New
SIG
2807
Spinnaker Investment Group
California
$222K -$38.4K -433 -15%
FCG
2808
Financial Connections Group
California
$221K -$14.6K -165 -6%
WW
2809
Waterfront Wealth
Kansas
$221K – – –
HIM
2810
Hanlon Investment Management
New Jersey
$221K +$215K +2,421 New
OPPS
2811
Obsidian Personal Planning Solutions
Maryland
$221K +$215K +2,426 New
JFGLC
2812
Johnson Financial Group LLC (Colorado)
Colorado
$221K +$215K +2,429 New
SFP
2813
Sterling Financial Planning
New Jersey
$220K -$10.1K -114 -5%
PCMC
2814
Private Capital Management (Colorado)
Colorado
$220K – – –
HGWM
2815
Horst & Graben Wealth Management
Oregon
$220K +$213K +2,408 New
BWM
2816
BlackDiamond Wealth Management
New York
$220K +$217K +2,453 New
SEIA
2817
Signature Estate & Investment Advisors
California
$219K +$213K +2,402 New
LODC
2818
Lanham O'Dell & Company
West Virginia
$218K +$212K +2,393 New
IAG
2819
Investment Advisory Group
Massachusetts
$218K +$213K +2,398 New
WWM
2820
Wolff Wiese Magana
California
$217K -$11.2K -126 -5%
AR
2821
Apeiron RIA
Texas
$217K +$21.1K +238 New
SRG
2822
SBB Research Group
Illinois
$217K +$211K +2,379 New
MVA
2823
Mount Vernon Associates
Maryland
$216K -$44.3K -500 -17%
POIA
2824
Pin Oak Investment Advisors
Texas
$216K -$89 -1 -0%
G
2825
GenTrust
Florida
$216K +$209K +2,356 New