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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2926
Marotta Asset Management
Virginia
$241K
PCM
2927
Pennsylvania Capital Management
Pennsylvania
$240K -$508K -9,800 -68%
BHTS
2928
Bar Harbor Trust Services
Maine
$240K
CFC
2929
Client First Capital
California
$240K
PS
2930
Planned Solutions
California
$240K +$22.5K +433 +10%
GHA
2931
GW Henssler & Associates
Georgia
$239K -$83.1K -1,601 -26%
CFG
2932
Compton Financial Group
Maryland
$239K +$104 +2 +0%
DLCIG
2933
D.L. Carlson Investment Group
New Hampshire
$238K +$1.71K +33 +0.7%
PIP
2934
Peachtree Investment Partners
Florida
$237K -$6.75K -130 -3%
GWAM
2935
Guardian Wealth Advisors (Minnesota)
Minnesota
$237K +$156 +3 +0.1%
AGA
2936
Arkos Global Advisors
Texas
$237K +$29.3K +564 +14%
SA
2937
Syntax Advisors
New York
$236K -$18.5K -356 -7%
VCG
2938
Vantage Consulting Group
Virginia
$236K -$18.5K -356 -7%
NEGWA
2939
New England Guild Wealth Advisors
Connecticut
$236K
GSWM
2940
Greenup Street Wealth Management
Michigan
$236K +$6.49K +125 +3%
PFA
2941
Pinnacle Family Advisors
Missouri
$235K -$58.7K -1,131 -20%
CRWM
2942
Castle Rock Wealth Management
California
$235K -$37.8K -728 -13%
SC
2943
Sierra Capital
Florida
$235K
JLBC
2944
J.L. Bainbridge & Co
Florida
$234K -$20.7K -399 -8%
OWA
2945
Outlook Wealth Advisors
Texas
$234K +$3.27K +63 +1%
AA
2946
Auxano Advisors
Washington
$234K +$234K +4,513 New
RIM
2947
Redwood Investment Management
Arizona
$233K -$65.1K -1,254 -22%
BA
2948
Bluesphere Advisors
Pennsylvania
$233K
SCM
2949
Seascape Capital Management
New Hampshire
$233K +$4.25K +82 +2%
WA
2950
Wealthstream Advisors
New York
$232K -$1.19K -23 -0.5%