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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
2801
Rockbridge Investment Management
New York
$224K +$4.01K +103 +2%
SF
2802
Symphony Financial
Texas
$223K -$202K -5,194 -46%
TFGT
2803
TS Financial Group (TSFG)
Illinois
$223K -$5.1K -131 -2%
QFA
2804
Quantum Financial Advisors
California
$223K +$38.8K +998 +20%
DWM
2805
Defined Wealth Management
Oregon
$222K +$895 +23 +0.4%
ODFS
2806
O'Donnell Financial Services
California
$222K -$2.26K -58 -0.9%
MRWM
2807
ML&R Wealth Management
Texas
$222K +$235K +6,043 New
WCM
2808
Wallace Capital Management
Texas
$222K
OCM
2809
Objective Capital Management
Ohio
$221K -$156 -4 -0.1%
FP
2810
Fiduciary Planning
Florida
$221K -$1.64K -42 -0.7%
CFCI
2811
Comprehensive Financial Consultants Institutional
Indiana
$220K
ES
2812
ETF Store
Kansas
$220K +$236K +6,076 New
DAM
2813
Doheny Asset Management
California
$220K -$7.79K -200 -3%
CCMT
2814
CMT Capital Markets Trading
Germany
$220K +$7.79K +200 +3%
SWM
2815
Seed Wealth Management
Illinois
$220K
FTWA
2816
Fifth Third Wealth Advisors
Ohio
$220K +$233K +5,985 New
RFO
2817
RiverGlades Family Offices
Florida
$219K +$232K +5,965 New
SNB
2818
Security National Bank
Nebraska
$219K +$1.79K +46 +0.8%
FPGK
2819
Financial Partners Group (Kansas)
Kansas
$219K +$4.79K +123 +2%
SPC
2820
Stewart & Patten Company
California
$218K -$31.1K -800 -12%
JLBC
2821
J.L. Bainbridge & Co
Florida
$218K +$117 +3 +0.1%
SWM
2822
Shakespeare Wealth Management
Wisconsin
$218K +$231K +5,938 New
DA
2823
Doliver Advisors
Texas
$218K
AWM
2824
Accel Wealth Management
Iowa
$218K -$14.4K -369 -6%
FCM
2825
Firestone Capital Management
Florida
$217K +$39 +1 +0%