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Name Holding Trade Value Shares
Change
Change in
Stake
FA
4901
Financial Alternatives
California
$254K -$17.7K -140 -6%
CCA
4902
Cottonwood Capital Advisors
Utah
$252K – – –
FDDB
4903
Fidelity D&D Bancorp
Pennsylvania
$251K -$63.4K -500 -18%
PWP
4904
Phillips Wealth Planners
Mississippi
$250K -$31.2K -246 -10%
EC
4905
EntryPoint Capital
New York
$249K -$76K -600 -21%
RFO
4906
RiverGlades Family Offices
Florida
$248K +$290K +2,290 New
PA
4907
Probity Advisors
Texas
$248K +$19K +150 +7%
SL
4908
Salomon & Ludwin
Virginia
$248K +$634 +5 +0.2%
AWM
4909
Able Wealth Management
New Jersey
$247K -$13.4K -106 -4%
Dynasty Wealth Management
4910
Dynasty Wealth Management
Florida
$246K -$37.6K -297 -12%
ORG
4911
Optimist Retirement Group
Washington
$246K +$40.1K +316 +16%
PWMG
4912
Pinnacle Wealth Management Group
Michigan
$245K – – –
JF
4913
Joule Financial
Kentucky
$245K +$35.7K +282 +14%
SHA
4914
Seneca House Advisors
Virginia
$244K +$12.7K +100 +5%
SA
4915
Seneschal Advisors
Washington
$244K +$24.1K +190 +9%
ACM
4916
Aurdan Capital Management
Pennsylvania
$244K +$13.4K +106 +5%
KWM
4917
KMT Wealth Management
California
$244K – – –
RWP
4918
Reliant Wealth Planning
Kentucky
$243K -$60.1K -474 -17%
FWM
4919
ForthRight Wealth Management
Georgia
$243K -$79.7K -629 -22%
FC
4920
Farringdon Capital
United Kingdom
$242K +$284K +2,237 New
GWM
4921
Global Wealth Management
New Jersey
$242K – – –
A
4922
AlphaQuest
New York
$242K +$162K +1,275 +133%
BMA
4923
Brooks Moore & Associates
Tennessee
$241K +$282K +2,224 New
VWA
4924
VSM Wealth Advisory
Maryland
$241K +$10.9K +86 +4%
SFP
4925
Strategic Financial Partners
Oregon
$241K – – –