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Name Holding Trade Value Shares
Change
Change in
Stake
RFG
2351
RFP Financial Group
Georgia
$259K -$1.16K -42 -0.5%
DA
2352
Drake & Associates
Wisconsin
$259K +$8.43K +306 +4%
SWP
2353
ShoreHaven Wealth Partners
New Jersey
$258K +$1.05K +38 +0.4%
PTB
2354
Pioneer Trust Bank
Oregon
$257K +$2.37K +86 +1%
SPI
2355
Sutton Place Investors
New York
$256K +$22.2K +807 +10%
KWM
2356
KFG Wealth Management
Indiana
$256K +$21.7K +786 +10%
TC
2357
Trust Company
Kansas
$255K -$292K -10,600 -55%
HP
2358
Hilltop Partners
Indiana
$254K +$6.95K +252 +3%
CCM
2359
Cohen Capital Management
California
$254K -$5.92K -215 -2%
ACM
2360
Ashford Capital Management
Delaware
$254K – – –
MWP
2361
Moller Wealth Partners
$253K +$1.24K +45 +0.5%
ACA
2362
Affinity Capital Advisors
California
$253K +$28 +1 +0%
SFS
2363
Symphony Financial Services
Ohio
$253K -$1.93K -70 -0.8%
CWM
2364
Collaborative Wealth Management
Florida
$252K -$4.05K -147 -2%
SWP
2365
Semus Wealth Partners
Florida
$252K +$2.4K +87 +1%
IA
2366
Insight Advisors
Pennsylvania
$252K -$48.1K -1,744 -17%
SFS
2367
Summit Financial Strategies
Ohio
$252K +$240K +8,701 New
FBB
2368
Fulton Breakefield Broenniman
Maryland
$252K +$32.3K +1,172 +16%
WSWA
2369
Warren Street Wealth Advisors
California
$251K +$239K +8,663 New
CFS
2370
Cannon Financial Strategists
Georgia
$250K – – –
BRIA
2371
Balanced Rock Investment Advisors
Massachusetts
$250K +$4K +145 +2%
RWM
2372
Rench Wealth Management
Texas
$249K +$1.68K +61 +0.7%
EAM
2373
Evanson Asset Management
California
$249K -$254K -9,217 -52%
CB
2374
Centennial Bank
Arkansas
$249K -$3.67K -133 -2%
TIM
2375
Thompson Investment Management
Wisconsin
$249K +$28.6K +1,038 +14%