Name Holding Trade Value Shares
Change
Change in
Stake
CG
2526
Cutler Group
California
$276K -$1.05M -4,096 -79%
SPAS
2527
Spectrum Planning & Advisory Services
California
$275K – – –
CAM
2528
Crestone Asset Management
Colorado
$275K +$6.17K +24 +2%
UCB
2529
United Community Bank
South Carolina
$274K +$282K +1,097 New
AA
2530
AJ Advisors
Tennessee
$273K +$11.6K +45 +4%
MLA
2531
My Legacy Advisors
Oregon
$272K +$79.6K +310 +33%
LFA
2532
Lauterbach Financial Advisors
Texas
$272K +$53.9K +210 +24%
BWM
2533
Baron Wealth Management
Michigan
$271K +$279K +1,085 New
MAM
2534
McLean Asset Management
Virginia
$271K – – –
MPCL
2535
My Personal CFO LLC
Washington
$270K +$5.91K +23 +2%
FNC
2536
First National Corp
Massachusetts
$270K +$7.96K +31 +3%
NG
2537
Northstar Group
New York
$269K -$48.8K -190 -15%
GKIM
2538
GW&K Investment Management
Massachusetts
$269K +$25.2K +98 +10%
WWM
2539
WJ Wealth Management
Arizona
$269K – – –
LIA
2540
LifePlan Investment Advisors
North Carolina
$268K -$57K -222 -17%
BSB
2541
Bangor Savings Bank
Maine
$268K +$5.14K +20 +2%
RWS
2542
Resolute Wealth Strategies
Mississippi
$268K – – –
BCP
2543
Blue Chip Partners
Michigan
$267K – – –
CANY
2544
Caxton Associates (New York)
New York
$267K -$1.23M -4,805 -82%
KWM
2545
Kolinsky Wealth Management
New Jersey
$266K +$1.8K +7 +0.7%
WF
2546
Wayfinding Financial
Washington
$266K -$4.11K -16 -1%
KA
2547
Kooman & Associates
Pennsylvania
$266K -$3.34K -13 -1%
HI
2548
Hudock Inc
Pennsylvania
$265K -$11.3K -44 -4%
LCM
2549
Leisure Capital Management
California
$265K -$2.31K -9 -0.8%
NFP
2550
Narus Financial Partners
Utah
$265K -$12.8K -50 -5%