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Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
3051
Pacific Center for Financial Services
California
$200K
WOSD
3052
WFA of San Diego
California
$195K +$196K +2,460 New
MS
3053
Marshall & Sullivan
Washington
$194K
PSFG
3054
Park Square Financial Group
Georgia
$193K -$9.94K -125 -5%
Cohen & Steers
3055
Cohen & Steers
New York
$190K
API
3056
Asset Planning Inc
California
$189K -$16.3K -205 -8%
SIS
3057
Strategic Investment Solutions
Illinois
$189K +$16.5K +207 +10%
RF
3058
Rossby Financial
Florida
$187K -$9.54K -120 -5%
BCM
3059
Blume Capital Management
California
$184K +$2.38K +30 +1%
AWM
3060
Accredited Wealth Management
Kentucky
$184K -$1.43K -18 -0.8%
MCAI
3061
Members Capital Advisors Inc
Wisconsin
$181K
SA
3062
SRH Advisors
Kansas
$179K
NECFA
3063
New England Capital Financial Advisors
Connecticut
$177K +$1.11K +14 +0.6%
RTC
3064
Riverview Trust Company
Washington
$176K -$670K -8,431 -79%
GC
3065
Garde Capital
Washington
$175K -$294K -3,695 -63%
FWP
3066
Fiduciary Wealth Partners
Massachusetts
$174K +$133K +1,670 +313%
QWM
3067
Quaker Wealth Management
New Jersey
$174K +$175K +2,198 New
KA
3068
Kozak & Associates
Colorado
$170K -$22.6K -284 -12%
OBWP
3069
O'Brien Wealth Partners
Massachusetts
$169K -$17.5K -220 -9%
OP
3070
ORG Partners
Indiana
$164K -$36.9K -464 -19%
SNB
3071
Security National Bank
Nebraska
$163K -$2.14M -26,965 -93%
CWP
3072
Concord Wealth Partners
Virginia
$163K +$41.9K +527 +34%
RPA
3073
Redwood Park Advisors
California
$162K -$42.4K -534 -21%
WTFG
3074
Wood Tarver Financial Group
Idaho
$162K -$715 -9 -0.4%
NSG
3075
Nalls Sherbakoff Group
Tennessee
$159K +$14.1K +177 +10%