Name Holding Trade Value Shares
Change
Change in
Stake
SBF
2426
Sara-Bay Financial
Florida
$254K -$2.1K -79 -0.9%
NRG
2427
Nemes Rush Group
Michigan
$254K -$16.9K -635 -7%
SPI
2428
Sutton Place Investors
New York
$254K -$24.2K -910 -9%
FCAS
2429
First Command Advisory Services
Texas
$254K +$16.4K +617 +7%
SMA
2430
Seven Mile Advisory
New Jersey
$254K -$90K -3,380 -27%
CFP
2431
Curran Financial Partners
South Carolina
$254K -$2.29K -86 -0.9%
SWGC
2432
Summit Wealth Group (Colorado)
Colorado
$253K +$240K +9,015 New
PPWM
2433
Paragon Private Wealth Management
Kentucky
$252K +$3.75K +141 +2%
MAWCM
2434
Mine & Arao Wealth Creation & Management
California
$251K +$2.5K +94 +1%
DDPIC
2435
Deroy & Devereaux Private Investment Counsel
Michigan
$251K -$20K -750 -8%
MAM
2436
McLean Asset Management
Virginia
$250K +$28K +1,050 +13%
WFAG
2437
Wescott Financial Advisory Group
Pennsylvania
$250K -$127K -4,752 -35%
EAM
2438
Empirical Asset Management
Massachusetts
$250K -$48.6K -1,825 -17%
PC
2439
Port Capital
Illinois
$249K +$236K +8,859 New
EA
2440
Eclectic Associates
California
$248K -$15K -565 -6%
PWA
2441
Prairie Wealth Advisors
Nebraska
$248K – – –
SFM
2442
Signet Financial Management
New Jersey
$247K +$532 +20 +0.2%
GPA
2443
Guerra Pan Advisors
New Jersey
$247K – – –
CWMGO
2444
Capstone Wealth Management Group (Oregon)
Oregon
$246K -$2.24K -84 -0.9%
JBA
2445
Johnson Bixby & Associates
Washington
$246K -$14.6K -550 -6%
MAG
2446
MRA Advisory Group
New Jersey
$245K +$7.16K +269 +3%
IAG
2447
Investmark Advisory Group
Connecticut
$245K -$2.73M -102,668 -92%
VFP
2448
Verus Financial Partners
Virginia
$245K – – –
NPT
2449
Nixon Peabody Trust
Massachusetts
$245K +$15.4K +578 +7%
PJSIMP
2450
P.J. Schmidt Investment Management (PJS)
Wisconsin
$244K – – –