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Name Holding Trade Value Shares
Change
Change in
Stake
PS
2551
Planned Solutions
California
$264K +$49.7K +1,405 +21%
FNBSF
2552
First National Bank Sioux Falls
South Dakota
$264K -$26.5K -750 -9%
MWM
2553
MinichMacGregor Wealth Management
New York
$264K +$64.2K +1,815 +30%
KOMWMG
2554
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$264K -$9.37K -265 -3%
CT
2555
Columbia Trust
Oregon
$264K +$5.52K +156 +2%
PIFP
2556
Partners in Financial Planning
Virginia
$263K +$32.7K +926 +13%
AF
2557
Alerus Financial
North Dakota
$263K -$10.4K -293 -4%
IWN
2558
Independent Wealth Network
Iowa
$263K +$2.44K +69 +0.9%
PIA
2559
Pinion Investment Advisors
Kansas
$263K -$337K -9,539 -55%
CIS
2560
Connors Investor Services
Pennsylvania
$263K -$37.1K -1,050 -12%
LG
2561
LaFleur & Godfrey
Michigan
$263K -$24.6K -697 -8%
MHWM
2562
Montz Harcus Wealth Management
Louisiana
$261K -$31.2K -882 -10%
ACM
2563
Arcataur Capital Management
Wisconsin
$261K
HIG
2564
Heritage Investment Group
Florida
$261K -$40.6K -1,149 -13%
GA
2565
Greytown Advisors
Florida
$260K -$216K -6,103 -44%
HC
2566
Hoese & Co
Minnesota
$260K -$5.66K -160 -2%
PBO
2567
Peoples Bank (Ohio)
Ohio
$259K -$11K -311 -4%
RCI
2568
RS Crum Inc
California
$259K +$276K +7,804 New
AWM
2569
AllSquare Wealth Management
New York
$259K -$389 -11 -0.1%
THL
2570
Tillman Hartley LLC
Colorado
$258K
WCA
2571
Waypoint Capital Advisors
Minnesota
$258K -$6.58K -186 -2%
HFP
2572
Holistic Financial Partners
Indiana
$257K +$32.4K +917 +13%
CWA
2573
Clearview Wealth Advisors
Oregon
$257K -$23.1K -653 -8%
HFS
2574
Heritage Financial Services
Massachusetts
$257K -$3.92K -111 -1%
BHWM
2575
Beaird Harris Wealth Management
Texas
$256K +$22.7K +641 +9%