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Name Holding Trade Value Shares
Change
Change in
Stake
GMFG
3851
Greater Midwest Financial Group
Minnesota
$263K +$795 +2 +0.3%
LFP
3852
Lakeshore Financial Planning
Michigan
$263K – – –
BWA
3853
Boulder Wealth Advisors
Colorado
$263K -$12.3K -31 -5%
OPTFSNA
3854
Old Point Trust & Financial Services N A
Virginia
$263K – – –
CWM
3855
Castle Wealth Management
Florida
$262K -$380K -955 -60%
WFG
3856
Wills Financial Group
Virginia
$262K -$12.3K -31 -5%
HFS
3857
Hughes Financial Services
Virginia
$261K +$44.1K +111 +22%
MIM
3858
Montgomery Investment Management
Maryland
$261K – – –
SWIA
3859
Solano Wealth Investment Advisors
California
$261K – – –
WJS
3860
William John Sempolinski
Massachusetts
$261K +$247K +620 New
RBC
3861
Roble Belko & Company
Pennsylvania
$260K – – –
ABLA
3862
Alan B. Lancz & Associates
Ohio
$260K +$795 +2 +0.3%
AWP
3863
Accretive Wealth Partners
New Jersey
$260K +$25.1K +63 +11%
STB
3864
S&T Bank
Pennsylvania
$260K -$17.5K -44 -7%
SCM
3865
Sunbeam Capital Management
Georgia
$259K +$245K +616 New
VPW
3866
Vaquero Private Wealth
Texas
$259K +$245K +616 New
SWM
3867
Steelhead Wealth Management
Virginia
$259K +$245K +617 New
BCM
3868
Brasada Capital Management
Texas
$259K -$795 -2 -0.3%
MFG
3869
Mann Financial Group
Minnesota
$259K – – –
KA
3870
Kure Advisory
Minnesota
$258K -$33.8K -85 -12%
AWM
3871
Aries Wealth Management
Maine
$258K – – –
SFC
3872
Swisher Financial Concepts
Ohio
$258K -$329K -827 -57%
SC
3873
Solstein Capital
California
$258K – – –
VWWMG
3874
Vermillion & White Wealth Management Group
Pennsylvania
$257K -$2.78K -7 -1%
KSWWM
3875
Keyes Stange & Wooten Wealth Management
Florida
$257K -$203K -511 -46%