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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2401
Kurt F. Somerville
$273K -$68.1K -2,475 -20%
PIFP
2402
Partners in Financial Planning
Virginia
$273K +$165 +6 +0.1%
PCA
2403
Prosperity Capital Advisors
Ohio
$273K -$280K -10,179 -51%
MCP
2404
Mirador Capital Partners
California
$273K +$19K +691 +8%
GAM
2405
Gould Asset Management
California
$272K
PMFA
2406
Plante Moran Financial Advisors
Michigan
$271K -$45.5K -1,652 -15%
NIWA
2407
New Insight Wealth Advisors
California
$271K -$178K -6,482 -40%
PWM
2408
Paulson Wealth Management
Illinois
$271K -$10.4K -378 -4%
CWM
2409
CarsonAllaria Wealth Management
Illinois
$270K -$1.62K -59 -0.6%
CT
2410
Coastline Trust
Rhode Island
$270K -$265K -9,624 -50%
DIM
2411
Delta Investment Management
California
$270K +$7.32K +266 +3%
DDPIC
2412
Deroy & Devereaux Private Investment Counsel
Michigan
$269K
WHC
2413
Wulff, Hansen & Co
California
$269K
HWA
2414
Heritage Wealth Advisors
Virginia
$268K
CVA
2415
Central Valley Advisors
California
$268K +$93.5K +3,395 New
HR
2416
Hardy Reed
Mississippi
$267K +$22.7K +826 +9%
PCP
2417
Proficio Capital Partners
Massachusetts
$267K -$9.14K -332 -3%
MCM
2418
McDonough Capital Management
Florida
$267K +$6K +218 +2%
VFP
2419
Verus Financial Partners
Virginia
$266K -$18.9K -687 -7%
PWM
2420
Palumbo Wealth Management
New York
$265K +$261K +9,463 New
SSW
2421
Smith Shellnut Wilson
Mississippi
$264K -$166K -6,032 -39%
SFS
2422
Symphony Financial Services
Ohio
$264K +$253K +9,192 New
WW
2423
Waterfront Wealth
Kansas
$263K +$798 +29 +0.3%
PC
2424
Port Capital
Illinois
$263K -$3K -109 -1%
FWM
2425
Fairhaven Wealth Management
Illinois
$263K +$30K +1,091 +13%