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Name Holding Trade Value Shares
Change
Change in
Stake
MCI
3151
MRP Capital Investments
Georgia
$204K – – –
O3W
3152
Omni 360 Wealth
New Jersey
$204K +$199K +1,199 New
S
3153
Sunpointe
Missouri
$203K +$197K +1,188 New
IWP
3154
Invenio Wealth Partners
Florida
$203K +$198K +1,194 New
CPRC
3155
Consolidated Portfolio Review Corp
New York
$203K -$995 -6 -0.5%
PCI
3156
Planning Center Inc
Illinois
$202K -$49.3K -297 -20%
PSP
3157
Pacific Sage Partners
Washington
$202K +$198K +1,192 New
AA
3158
Aufman Associates
Pennsylvania
$202K – – –
TCWM
3159
Total Clarity Wealth Management
Illinois
$202K -$47.1K -284 -19%
BHA
3160
Beech Hill Advisors
New York
$202K +$197K +1,190 New
CFSG
3161
Clark Financial Services Group
Missouri
$202K -$5.47K -33 -3%
IPWA
3162
International Private Wealth Advisors
California
$201K +$197K +1,185 New
SSC
3163
Syverson Strege & Co
Iowa
$200K -$5.14K -31 -3%
MWM
3164
MGB Wealth Management
Texas
$200K +$196K +1,180 New
AH
3165
Addis & Hill
Pennsylvania
$200K +$194K +1,170 New
HGA
3166
Hobbs Group Advisors
South Carolina
$200K +$195K +1,175 New
ACA
3167
Atlas Capital Advisors
Wyoming
$195K -$16.6K -100 -8%
T. Rowe Price Investment Management
3168
T. Rowe Price Investment Management
Maryland
$194K -$744K -4,487 -80%
AA
3169
AlphaMark Advisors
Kentucky
$188K -$15.1K -91 -8%
OBWP
3170
O'Brien Wealth Partners
Massachusetts
$182K +$4.48K +27 +3%
RF
3171
Robinswood Financial
Washington
$181K – – –
HWM
3172
HighMark Wealth Management
Minnesota
$171K -$332 -2 -0.2%
NECFA
3173
New England Capital Financial Advisors
Connecticut
$170K – – –
PP
3174
PFS Partners
New Jersey
$170K – – –
TFIPS
3175
Towarzystwo Funduszy Inwestycyjnych PZU SA
$166K +$163K +980 New