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Name Holding Trade Value Shares
Change
Change in
Stake
QWM
2751
Quaker Wealth Management
New Jersey
$270K -$21K -433 -7%
WCFA
2752
Walkner Condon Financial Advisors
Wisconsin
$270K +$9.09K +187 +3%
MCCP
2753
Mission Creek Capital Partners
California
$269K
ODIJL
2754
One Day In July LLC
Vermont
$269K +$51.7K +1,064 +21%
AWM
2755
Accel Wealth Management
Iowa
$268K +$1.7K +35 +0.6%
TW
2756
Towerpoint Wealth
California
$267K
AWM
2757
Aevitas Wealth Management
Massachusetts
$267K +$1.31K +27 +0.4%
GAA
2758
Global Assets Advisory
Florida
$267K +$278K +5,729 New
FP
2759
Fiduciary Planning
Florida
$266K -$13.2K -271 -4%
UWPG
2760
Ullmann Wealth Partners Group
Florida
$266K -$4.91K -101 -2%
OKSA
2761
O'Keefe Stevens Advisory
New York
$266K
SIA
2762
Sage Investment Advisers
New York
$266K +$632 +13 +0.2%
PFC
2763
Phocas Financial Corp
California
$265K
CFCI
2764
Comprehensive Financial Consultants Institutional
Indiana
$265K +$3.98K +82 +1%
ICP
2765
Interchange Capital Partners
Pennsylvania
$264K -$9.72K -200 -3%
DS
2766
Dudley & Shanley
Florida
$263K
CWMGP
2767
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$263K +$2.48K +51 +0.9%
BAM
2768
Blueshift Asset Management
New Jersey
$262K -$43.5K -896 -13%
BDF
2769
Black Diamond Financial
Maryland
$262K -$8.79K -181 -3%
BFS
2770
Bickling Financial Services
Massachusetts
$262K +$1.6K +33 +0.6%
BG
2771
Benedetti & Gucer
Georgia
$261K -$70.8K -1,456 -20%
HFM
2772
Hartford Funds Management
Pennsylvania
$260K +$79.8K +1,642 +38%
PG
2773
Prostatis Group
Maryland
$258K +$26.4K +543 +10%
HCM
2774
Highview Capital Management
Illinois
$258K -$152K -3,130 -35%
PCFFS
2775
Pacific Center for Financial Services
California
$258K -$13.9K -286 -5%