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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
5701
Compass Financial Group
Ohio
$250K +$249K +1,338 New
AFG
5702
Altiora Financial Group
Ohio
$250K -$745K -4,000 -75%
MCFP
5703
Mallini Complete Financial Planning
Florida
$249K – – –
RWRC
5704
R.W. Roge & Company
New York
$248K -$8.38K -45 -3%
CFA
5705
CWS Financial Advisors
Michigan
$247K -$134K -721 -35%
TBNY
5706
Trustco Bank (New York)
New York
$247K – – –
MAM
5707
Mullooly Asset Management
New Jersey
$247K – – –
ST
5708
Sentinel Trust
Texas
$247K – – –
ACA
5709
Ackerman Capital Advisors
Texas
$247K – – –
HWM
5710
Horizons Wealth Management
North Carolina
$246K – – –
TF
5711
Theory Financial
Colorado
$245K +$244K +1,313 New
WTG
5712
West Tower Group
Virginia
$244K +$244K +1,309 New
FF
5713
Fluent Financial
Texas
$244K +$243K +1,307 New
CWA
5714
Cornerstone Wealth Advisors
Minnesota
$244K -$18.6K -100 -7%
SP
5715
Sherman Porfolios
Idaho
$243K -$1.02M -5,465 -81%
CA
5716
Cortland Associates
Missouri
$243K -$143K -770 -37%
MF
5717
Meridian Financial
Massachusetts
$243K +$19K +102 +9%
AFTS
5718
American Financial & Tax Strategies
New York
$241K – – –
LP
5719
LGL Partners
Pennsylvania
$240K -$24.4K -131 -9%
PHWA
5720
Petersen Hastings Wealth Advisors
Washington
$240K +$240K +1,288 New
DMKJ
5721
David M. Knott Jr
$239K – – –
WFM
5722
Wolff Financial Management
Michigan
$237K – – –
RFP
5723
RCS Financial Planning
Maryland
$237K – – –
1GI
5724
180 GPS Investments
$237K -$14.3M -76,698 -98%
Wasatch Advisors
5725
Wasatch Advisors
Utah
$237K -$16.2K -87 -6%