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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
3301
Peak Financial Management
Massachusetts
$224K -$92K -714 -28%
OHWA
3302
Oak Hill Wealth Advisors
Virginia
$224K +$233K +1,807 New
KIC
3303
Keating Investment Counselors
Florida
$223K -$225K -1,750 -49%
BOCM
3304
Bontempo Ohly Capital Management
Maryland
$223K
VFPW
3305
Vantage Financial Partners (Wisconsin)
Wisconsin
$223K +$20.2K +157 +10%
VCG
3306
Vantage Consulting Group
Virginia
$223K -$16.4K -127 -7%
RWM
3307
Revisor Wealth Management
Ohio
$222K -$198K -1,535 -46%
CBFP
3308
Cedar Brook Financial Partners
Ohio
$222K -$526K -4,087 -70%
NEPPG
3309
New England Professional Planning Group
Rhode Island
$221K -$24.9K -193 -10%
HP
3310
Hyperion Partners
Pennsylvania
$221K +$24.9K +193 +12%
HWMC
3311
Heritage Wealth Management (California)
California
$221K -$3.09K -24 -1%
AT
3312
American Trust
Kentucky
$220K -$119K -923 -34%
RHJA
3313
Rice Hall James & Associates
California
$219K
SEP
3314
Southland Equity Partners
Missouri
$219K +$258 +2 +0.1%
SFG
3315
Sterling Financial Group
California
$218K -$3.86K -30 -2%
RCWM
3316
Royal Capital Wealth Management
Indiana
$218K +$386 +3 +0.2%
AIM
3317
AHL Investment Management
Florida
$217K
FSCM
3318
Front Street Capital Management
Montana
$217K
WMP
3319
Wealth Management Partners
Arizona
$217K
AHC
3320
Anderson Hoagland & Co
Missouri
$217K +$258 +2 +0.1%
PSB
3321
Passumpsic Savings Bank
Vermont
$217K +$225K +1,750 New
EA
3322
Echo45 Advisors
California
$216K -$26.8K -208 -11%
FWP
3323
Firethorn Wealth Partners
Georgia
$216K -$39.3K -305 -15%
B
3324
Birchbrook
Maine
$216K
NCG
3325
Newport Capital Group
New Jersey
$215K +$224K +1,740 New