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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
2051
Argyle Capital Partners
California
$352K +$98.6K +3,473 +39%
CPG
2052
Cornerstone Planning Group
New Jersey
$352K +$41.1K +1,448 +11%
SCM
2053
Schnieders Capital Management
California
$351K -$14.2K -500 -4%
PPW
2054
Pasadena Private Wealth
California
$351K +$353K +12,424 New
HDIM
2055
Hanson & Doremus Investment Management
Vermont
$350K +$540 +19 +0.2%
WAM
2056
Worth Asset Management
Texas
$349K -$38.1K -1,342 -10%
AAS
2057
Asset Allocation Strategies
Michigan
$349K -$1.11K -39 -0.3%
TWM
2058
Trueblood Wealth Management
Ohio
$349K -$3.1K -109 -0.9%
LWM
2059
LeConte Wealth Management
Tennessee
$348K -$241K -8,473 -41%
TPWA
2060
Twin Peaks Wealth Advisors
California
$348K -$6.56K -231 -2%
BW
2061
Blalock Williams
Alabama
$348K +$30.8K +1,084 +10%
WWG
2062
West Wealth Group
California
$347K +$13.6K +478 +4%
WIM
2063
WealthPlan Investment Management
Nebraska
$347K +$8.23K +290 +2%
HFS
2064
Howard Financial Services
Texas
$347K +$349K +12,296 New
IA
2065
IFC Advisors
California
$347K +$852 +30 +0.2%
WA
2066
Wealth Architects
California
$347K +$8.92K +314 +3%
RC
2067
Rahlfs Capital
Texas
$346K – – –
BFG
2068
Bouchey Financial Group
New York
$345K -$22.8K -802 -6%
CCA
2069
Cobblestone Capital Advisors
New York
$345K – – –
REMPR
2070
Roof Eidam Maycock Peralta (REMP)
California
$345K – – –
NRC
2071
New Republic Capital
North Carolina
$344K +$7.01K +247 +2%
COFSG
2072
Carbahal Olsen Financial Services Group
California
$344K -$738 -26 -0.2%
GT
2073
GreatBanc Trust
Illinois
$344K +$346K +12,177 New
KFS
2074
Kelly Financial Services
Massachusetts
$344K +$20.5K +723 +6%
FA
2075
Fountainhead AM
New Jersey
$344K +$47.6K +1,676 +16%