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Name Holding Trade Value Shares
Change
Change in
Stake
CSI
2126
Cross Staff Investments
New York
$363K +$27 +1 +0%
HGWM
2127
Horst & Graben Wealth Management
Oregon
$361K +$4.98K +187 +1%
SAM
2128
Satovsky Asset Management
New York
$361K +$3.94K +148 +1%
MIM
2129
MTM Investment Management
South Carolina
$360K -$106 -4 -0%
CS
2130
Capital Square
Tennessee
$360K +$319 +12 +0.1%
SPWM
2131
Spartan Planning & Wealth Management
North Carolina
$360K +$34.4K +1,292 +11%
MF
2132
Manchester Financial
California
$360K +$341K +12,803 New
EFG
2133
Embree Financial Group
Illinois
$359K +$31.3K +1,176 +10%
DIP
2134
DT Investment Partners
Pennsylvania
$359K -$10.4K -390 -3%
AG
2135
AmeriFlex Group
Nevada
$358K +$23.7K +889 +7%
CFG
2136
Cooper Financial Group
California
$358K +$46.8K +1,757 +16%
ICP
2137
Impact Capital Partners
Colorado
$357K +$25.8K +970 +8%
PW
2138
PUREfi Wealth
Massachusetts
$357K +$338K +12,714 New
IG
2139
IFS Group
Pennsylvania
$356K +$338K +12,694 New
HCMG
2140
Howard Capital Management Group
California
$356K -$31.9K -1,200 -9%
BCA
2141
Bay Colony Advisors
Massachusetts
$356K -$958 -36 -0.3%
SNS Financial Group
2142
SNS Financial Group
Minnesota
$356K +$426 +16 +0.1%
SP
2143
Successful Portfolios
Florida
$354K -$22.6K -847 -6%
Vanguard National Trust
2144
Vanguard National Trust
Pennsylvania
$354K +$336K +12,607 New
WP
2145
Westmount Partners
California
$354K +$58.5K +2,196 +21%
NPFS
2146
Novak & Powell Financial Services
Florida
$353K +$1.57K +59 +0.5%
SWM
2147
Sendero Wealth Management
Texas
$353K +$5.88K +221 +2%
NAMP
2148
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$353K -$47.3K -1,775 -12%
WCM
2149
Winthrop Capital Management
Indiana
$353K +$11.2K +422 +3%
CC
2150
Cadinha & Co
Hawaii
$353K – – –