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Name Holding Trade Value Shares
Change
Change in
Stake
MP
3276
McDonald Partners
Ohio
$224K
JSAM
3277
J. Safra Asset Management
New York
$224K
CAM
3278
Crestone Asset Management
Colorado
$224K
TF
3279
Tompkins Financial
New York
$224K -$143K -625 -40%
VAG
3280
VisionPoint Advisory Group
Texas
$222K -$416K -1,818 -66%
PO
3281
Private Ocean
California
$222K +$192K +840 +884%
EF
3282
Exeter Financial
Arizona
$221K +$229 +1 +0.1%
PP
3283
PrairieView Partners
Minnesota
$221K +$27.5K +120 +15%
EPWM
3284
Essex Private Wealth Management
Massachusetts
$221K
LWMG
3285
Levy Wealth Management Group
Pennsylvania
$221K -$915 -4 -0.4%
WQ
3286
Wealth Quarterback
New Jersey
$220K -$6.41K -28 -3%
FMP
3287
Financial Management Professionals
Texas
$220K +$10.5K +46 +5%
CCP
3288
Carmel Capital Partners
California
$219K -$100K -438 -32%
TMWM
3289
Taylor & Morgan Wealth Management
Michigan
$219K +$229 +1 +0.1%
SP
3290
SWS Partners
Ohio
$218K +$211K +920 New
BA
3291
Bridge Advisory
California
$218K -$19K -83 -8%
NED
3292
Nancy E. Dempze
$217K
GA
3293
GoalVest Advisory
New York
$217K +$69.8K +305 +50%
KFS
3294
Kelly Financial Services
Massachusetts
$216K +$7.09K +31 +4%
FFP
3295
Forbes Financial Planning
Rhode Island
$215K
SFS
3296
Solitude Financial Services
Virginia
$214K +$207K +903 New
PAIM
3297
Punch & Associates Investment Management
Minnesota
$214K
SC
3298
Schulhoff & Co
Ohio
$214K
FWM
3299
FSA Wealth Management
Massachusetts
$213K
UC
3300
Unio Capital
New Jersey
$213K -$4.62M -20,169 -96%