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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
2276
WealthPlan Investment Management
Nebraska
$213K +$210K +9,341 New
YIM
2277
Yoffe Investment Management
Pennsylvania
$213K +$210K +9,337 New
DA
2278
Drake & Associates
Wisconsin
$212K +$195K +8,656 New
Legacy Financial Group (Iowa)
2279
Legacy Financial Group (Iowa)
Iowa
$212K +$210K +9,322 New
CWMGO
2280
Capstone Wealth Management Group (Oregon)
Oregon
$212K +$209K +9,294 New
RA
2281
Rodgers & Associates
Pennsylvania
$211K -$27.3K -1,211 -12%
RGF
2282
Retirement Guys Formula
Ohio
$210K -$6.75K -300 -3%
MFGP
2283
Marshall Financial Group (Pennsylvania)
Pennsylvania
$210K +$1.46K +65 +0.7%
EWM
2284
EPG Wealth Management
Georgia
$210K +$207K +9,204 New
MI
2285
Motiv8 Investments
Florida
$209K +$207K +9,181 New
NWAG
2286
Net Worth Advisory Group
Utah
$208K +$206K +9,155 New
KAM
2287
KEB Asset Management
Illinois
$208K -$5.4K -240 -3%
RW
2288
Rockport Wealth
Ohio
$208K +$206K +9,152 New
JGIA
2289
Jackson Grant Investment Advisers
Connecticut
$208K +$1.08K +48 +0.5%
MPW
2290
Monterey Private Wealth
California
$208K +$205K +9,122 New
HCM
2291
Hollencrest Capital Management
California
$208K – – –
CVA
2292
Central Valley Advisors
California
$207K -$27K -1,201 -12%
RMF
2293
Red Mountain Financial
Colorado
$207K +$205K +9,096 New
PCM
2294
Princeton Capital Management
New Jersey
$207K – – –
BONH
2295
Bank of New Hampshire
New Hampshire
$207K – – –
Merriman Wealth Management
2296
Merriman Wealth Management
Washington
$207K -$855 -38 -0.4%
GD
2297
Grandfield & Dodd
New York
$206K +$204K +9,068 New
NG
2298
Northstar Group
New York
$206K +$204K +9,065 New
CAGAS
2299
Capital Advisory Group Advisory Services
Minnesota
$206K -$4.5K -200 -2%
FBB
2300
Fulton Breakefield Broenniman
Maryland
$205K -$18K -800 -8%