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