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Name Holding Trade Value Shares
Change
Change in
Stake
WMS
2526
Wealth Management Solutions
Pennsylvania
$256K +$1.87K +6 +0.8%
SFP
2527
Sandbox Financial Partners
Maryland
$256K +$39.2K +126 +21%
SFG
2528
Sovereign Financial Group
Connecticut
$255K +$23.4K +75 +12%
AWG
2529
Altus Wealth Group
Colorado
$253K +$6.54K +21 +3%
HFW
2530
Horizon Family Wealth
Illinois
$253K +$220K +705 New
MIG
2531
McGuire Investment Group
Rhode Island
$252K -$11.2K -36 -5%
OCPWS
2532
One Charles Private Wealth Services
Massachusetts
$251K -$1.87K -6 -0.9%
IRC
2533
Investors Research Corp
Georgia
$251K +$1.87K +6 +0.9%
ODIJL
2534
One Day In July LLC
Vermont
$251K +$218K +699 New
AFA
2535
AllGen Financial Advisors
Florida
$250K +$217K +696 New
MWM
2536
Mascoma Wealth Management
New Hampshire
$250K +$98.1K +315 +83%
HCM
2537
Hengehold Capital Management
Ohio
$249K -$140K -450 -39%
NS
2538
Newman & Schimel
Illinois
$249K – – –
WCA
2539
Waypoint Capital Advisors
Minnesota
$249K +$29.9K +96 +16%
CP
2540
Corbenic Partners
Pennsylvania
$249K +$55.1K +177 +34%
SC
2541
Steph & Co
Wisconsin
$248K – – –
CA
2542
CGN Advisors
Kansas
$248K +$2.8K +9 +1%
Gratus Capital
2543
Gratus Capital
Georgia
$248K +$215K +690 New
BOM
2544
Bank of Marin
California
$246K – – –
SAM
2545
Synergy Asset Management
Washington
$246K +$12.1K +39 +6%
SPP
2546
Single Point Partners
Massachusetts
$246K +$213K +684 New
Heritage Investors Management Corp
2547
Heritage Investors Management Corp
Maryland
$245K +$5.61K +18 +3%
TFP
2548
Tilia Fiduciary Partners
North Carolina
$244K -$22.4K -72 -10%
HPWA
2549
Hall Private Wealth Advisors
North Carolina
$242K -$93.4K -300 -31%
PCM
2550
Pointe Capital Management
Michigan
$242K -$37.4K -120 -15%