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Name Holding Trade Value Shares
Change
Change in
Stake
SW
2851
SkyOak Wealth
Michigan
$308K +$93 +1 +0%
TIM
2852
Tortoise Investment Management
New York
$308K -$23.3K -250 -7%
FFO
2853
Fortitude Family Office
Arizona
$307K -$70.1K -751 -18%
BBA
2854
Baader Bank Aktiengesellschaft
Germany
$307K +$120K +1,285 +53%
FSG
2855
Financial Strategies Group
Michigan
$307K +$373 +4 +0.1%
CMI
2856
Clare Market Investments
Texas
$306K -$101K -1,077 -24%
LIA
2857
Lynx Investment Advisory
District of Columbia
$306K +$32.1K +344 +11%
WI
2858
WBI Investments
New Jersey
$305K +$317K +3,395 New
OWA
2859
ORBA Wealth Advisors
Illinois
$304K
RC
2860
Rovin Capital
Arizona
$304K +$42.9K +460 +16%
USWIA
2861
UP Strategic Wealth Investment Advisors
Pennsylvania
$303K +$19K +204 +6%
VC
2862
Veracity Capital
Georgia
$303K -$66.7K -714 -17%
GFG
2863
Greenberg Financial Group
Arizona
$302K +$235K +2,512 New
FGWP
2864
Founders Grove Wealth Partners
Virginia
$302K +$7.38K +79 +2%
CWS
2865
Cypress Wealth Services
California
$301K -$26.1K -280 -8%
RPGNY
2866
Retirement Planning Group (New York)
New York
$301K -$8.31K -89 -3%
CCP
2867
Carmel Capital Partners
California
$301K +$4.48K +48 +1%
FAG
2868
Fortitude Advisory Group
Washington
$301K -$231K -2,474 -39%
AWM
2869
AllSquare Wealth Management
New York
$301K
SAW
2870
Signal Advisors Wealth
Michigan
$300K +$34.6K +371 +12%
FCFC
2871
First Commonwealth Financial Corp
Pennsylvania
$300K -$18.3K -196 -6%
PPW
2872
Pasadena Private Wealth
California
$299K -$16.3K -175 -5%
KCM
2873
KRS Capital Management
Michigan
$299K -$28.7K -307 -8%
WWC
2874
Waypoint Wealth Counsel
Georgia
$299K +$30.1K +322 +11%
FCG
2875
Fielder Capital Group
Tennessee
$298K -$58.2K -623 -16%