Name Holding Trade Value Shares
Change
Change in
Stake
WP
2526
WealthPLAN Partners
Nebraska
$239K +$20K +687 +9%
FPCG
2527
Fort Pitt Capital Group
Pennsylvania
$239K -$292 -10 -0.1%
SIG
2528
Spinnaker Investment Group
California
$239K +$15.8K +541 +7%
4WM
2529
49 Wealth Management
Texas
$238K +$16.6K +569 +7%
AA
2530
AlphaQ Advisors
Florida
$238K +$240K +8,240 New
CG
2531
Clarus Group
Texas
$238K -$2.45K -84 -1%
SFA
2532
Souders Financial Advisors
Ohio
$237K -$4.26K -146 -2%
WAM
2533
Winslow Asset Management
Ohio
$237K -$28.6K -981 -11%
KFS
2534
Kurt F. Somerville
$237K -$45.8K -1,570 -16%
FNC
2535
First National Corp
Massachusetts
$237K -$29.8K -1,020 -11%
CPA
2536
Capital Performance Advisors
California
$237K +$238K +8,174 New
MC
2537
Middleton & Co
Massachusetts
$236K -$67.1K -2,301 -22%
TAM
2538
Tucker Asset Management
Colorado
$236K -$105K -3,612 -31%
FIM
2539
Fernwood Investment Management
Massachusetts
$236K -$87.5K -3,000 -27%
AWM
2540
Accel Wealth Management
Iowa
$236K -$4.93K -169 -2%
CP
2541
Castleview Partners
Texas
$235K +$2.89K +99 +1%
NRC
2542
New Republic Capital
North Carolina
$234K -$56.2K -1,928 -19%
PFWA
2543
Paces Ferry Wealth Advisors
Georgia
$234K +$3.3K +113 +1%
CAM
2544
Campion Asset Management
Virginia
$234K -$16.6K -570 -7%
BSHC
2545
Breed's Hill Capital
Massachusetts
$233K – – –
TWM
2546
Tanager Wealth Management
United Kingdom
$233K +$235K +8,045 New
LRIC
2547
Long Road Investment Counsel
Michigan
$233K – – –
LCWP
2548
Legacy Capital Wealth Partners
Arkansas
$233K +$235K +8,045 New
JFA
2549
JNBA Financial Advisors
Minnesota
$233K -$100K -3,440 -30%
HWM
2550
Howard Wealth Management
Connecticut
$232K -$4.32K -148 -2%