Name Holding Trade Value Shares
Change
Change in
Stake
AWC
2826
Adamsbrown Wealth Consultants
Kansas
$269K +$24.6K +309 +10%
RPGNY
2827
Retirement Planning Group (New York)
New York
$268K +$1.11K +14 +0.4%
MCM
2828
Mattern Capital Management
Colorado
$267K +$57.9K +728 +27%
AWC
2829
Abundance Wealth Counselors
Pennsylvania
$267K -$14.2K -179 -5%
CPC
2830
Consolidated Planning Corp
Georgia
$266K -$110K -1,386 -29%
ODIJL
2831
One Day In July LLC
Vermont
$266K +$30.4K +382 +13%
AC
2832
ASB Consultores
Florida
$266K +$73.8K +929 +38%
FAG
2833
Fortitude Advisory Group
Washington
$266K -$45.6K -574 -15%
OCPWS
2834
One Charles Private Wealth Services
Massachusetts
$265K -$10.1K -127 -4%
NQWM
2835
Northwest Quadrant Wealth Management
Oregon
$265K -$44.1K -555 -14%
AWM
2836
AllSquare Wealth Management
New York
$265K – – –
GWA
2837
Genesis Wealth Advisors
Massachusetts
$265K -$27.7K -348 -9%
VCM
2838
Versant Capital Management
Arizona
$264K -$416K -5,228 -61%
BCM
2839
Boreal Capital Management
Florida
$264K +$262K +3,299 New
AFWM
2840
AMJ Financial Wealth Management
Virginia
$263K -$230K -2,888 -46%
Pzena Investment Management
2841
Pzena Investment Management
New York
$263K +$264K +3,324 New
ATIA
2842
American Trust Investment Advisors
New Hampshire
$263K -$648K -8,150 -71%
GWSG
2843
GPS Wealth Strategies Group
Colorado
$263K +$1.83K +23 +0.7%
RLH
2844
RD Lewis Holdings
Florida
$262K – – –
HP
2845
Haven Private
Florida
$262K +$84.5K +1,063 +47%
IW
2846
Instrumental Wealth
Florida
$261K +$11.2K +141 +5%
HP
2847
Highlander Partners
Texas
$261K – – –
NFW
2848
Noble Family Wealth
Florida
$261K – – –
GC
2849
Gibson Capital
Pennsylvania
$260K -$15.3K -192 -6%
SNBOSCI
2850
Security National Bank of Sioux City Iowa
Iowa
$260K +$31.8K +400 +14%