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Name Holding Trade Value Shares
Change
Change in
Stake
VCG
2801
Vantage Consulting Group
Virginia
$248K +$61K +1,412 +30%
FA
2802
Forefront Analytics
Pennsylvania
$248K -$13.5K -313 -5%
FCM
2803
Firestone Capital Management
Florida
$247K -$21.4K -495 -8%
FP
2804
Fiduciary Planning
Florida
$247K -$1.47K -34 -0.6%
DCM
2805
DGS Capital Management
New Jersey
$247K -$28.1K -650 -10%
LSWM
2806
Lorne Steinberg Wealth Management
Canada
$247K -$27.5K -637 -10%
PO
2807
Private Ocean
California
$247K +$114K +2,645 +78%
WCM
2808
Wallace Capital Management
Texas
$246K +$6.78K +157 +3%
DWM
2809
Defined Wealth Management
Oregon
$246K +$21.6K +500 +9%
OCM
2810
Objective Capital Management
Ohio
$246K -$7.04K -163 -3%
MCCP
2811
Mission Creek Capital Partners
California
$245K +$1.21K +28 +0.5%
RIM
2812
Rockbridge Investment Management
New York
$245K -$25.7K -595 -9%
TF
2813
Theory Financial
Colorado
$244K
SWM
2814
Seed Wealth Management
Illinois
$244K -$69.1K -1,600 -21%
APWM
2815
Atlas Private Wealth Management
New York
$243K +$29.8K +690 +13%
TIM
2816
Tortoise Investment Management
New York
$243K
EWM
2817
Elite Wealth Management
Washington
$243K
JLBC
2818
J.L. Bainbridge & Co
Florida
$242K -$216 -5 -0.1%
DA
2819
Doliver Advisors
Texas
$242K +$49.7K +1,150 +24%
FIC
2820
Family Investment Center
Missouri
$242K +$17.8K +411 +7%
SIS
2821
Strategic Investment Solutions
Illinois
$242K +$1.3K +30 +0.5%
BWM
2822
BCGM Wealth Management
Indiana
$242K -$24.1K -557 -9%
BDF
2823
Black Diamond Financial
Maryland
$242K -$2.63K -61 -1%
SWA
2824
Sax Wealth Advisors
New Jersey
$242K -$7.08K -164 -3%
SNB
2825
Security National Bank
Nebraska
$241K