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Name Holding Trade Value Shares
Change
Change in
Stake
PGF
1076
Plan Group Financial
Oklahoma
$251K -$54.4K -681 -18%
SCA
1077
Sippican Capital Advisors
Massachusetts
$251K -$240 -3 -0.1%
MLL
1078
Moody Lynn & Lieberson
Massachusetts
$251K – – –
NFG
1079
Norris Financial Group
South Carolina
$250K – – –
TTWM
1080
TCV Trust & Wealth Management
Virginia
$249K – – –
CA
1081
Cornerstone Advisory
Maryland
$249K -$11.7K -146 -5%
CIAS
1082
Capital Investment Advisory Services
North Carolina
$248K +$39.9K +500 +20%
LWCFA
1083
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$248K – – –
RCM
1084
RB Capital Management
Nevada
$247K -$4.79K -60 -2%
WIA
1085
Westbourne Investment Advisors
Maryland
$245K – – –
FC
1086
Fulcrum Capital
Washington
$245K – – –
MIM
1087
Merrion Investment Management
New Jersey
$245K – – –
VCG
1088
Vantage Consulting Group
Virginia
$243K -$7.51K -94 -3%
Empower Advisory Group
1089
Empower Advisory Group
Colorado
$243K -$21.6K -270 -8%
BBW
1090
Blue Barn Wealth
Utah
$242K +$23.4K +293 +11%
CFG
1091
Clayton Financial Group
Missouri
$242K – – –
TFM
1092
Trademark Financial Management
Minnesota
$240K +$235K +2,944 New
HFM
1093
Harvest Fund Management
China
$240K +$236K +2,949 New
LWL
1094
Leo Wealth LLC
Texas
$238K +$5.03K +63 +2%
SCM
1095
Shelton Capital Management
Colorado
$238K -$3.16M -39,600 -93%
FNBTCON
1096
First National Bank & Trust Co of Newtown
Pennsylvania
$237K – – –
EFSCE
1097
Enterprise Financial Services Corp (EFSC)
Missouri
$234K +$1.44K +18 +0.6%
DJSG
1098
D.J. St. Germain
Massachusetts
$234K -$47.9K -600 -17%
HIC
1099
Holderness Investments Company
North Carolina
$234K -$7.99K -100 -3%
MWM
1100
Mosley Wealth Management
California
$234K +$229K +2,865 New