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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
2526
Total Investment Management
Arizona
$227K +$907 +23 +0.4%
GWAM
2527
Guardian Wealth Advisors (Minnesota)
Minnesota
$226K +$16.7K +424 +8%
ESCM
2528
Echo Street Capital Management
New York
$226K +$229K +5,813 New
HC
2529
Hamilton Capital
Ohio
$226K -$176K -4,472 -43%
SFP
2530
Shepherd Financial Partners
Massachusetts
$226K +$229K +5,805 New
WCF
2531
West Coast Financial
California
$225K -$4.22K -107 -2%
TFG
2532
Tilson Financial Group
New Jersey
$225K +$3.27K +83 +1%
BDA
2533
Borer Denton & Associates
Pennsylvania
$225K -$79K -2,003 -26%
SL
2534
Salomon & Ludwin
Virginia
$223K -$13.2K -335 -6%
MCM
2535
Mill Capital Management
North Carolina
$223K +$226K +5,743 New
RWG
2536
Regal Wealth Group
California
$223K -$59.1K -1,499 -21%
CP
2537
Castleview Partners
Texas
$223K +$1.77K +45 +0.8%
SG
2538
Stonnington Group
California
$223K +$23.7K +600 +12%
SFP
2539
Sterling Financial Planning
New Jersey
$223K +$226K +5,735 New
CA
2540
Crewe Advisors
Utah
$223K -$3.08K -78 -1%
EW
2541
Element Wealth
Mississippi
$223K +$4.06K +103 +2%
CBOR
2542
Community Bank of Raymore
Missouri
$222K
LFGH
2543
Lee Financial Group Hawaii
Hawaii
$222K +$225K +5,708 New
VWM
2544
Vigilare Wealth Management
Arizona
$222K -$7.81K -198 -3%
AFS
2545
AFG Fiduciary Services
Massachusetts
$222K +$225K +5,704 New
OL
2546
Optas LLC
Texas
$221K +$12.1K +308 +6%
CWM
2547
Connecticut Wealth Management
Connecticut
$220K -$7.93K -201 -3%
AMM
2548
American Money Management
California
$220K -$118 -3 -0.1%
RWP
2549
Revolve Wealth Partners
New Jersey
$220K +$20.8K +527 +10%
CJFS
2550
Coulter & Justus Financial Services
Tennessee
$220K +$223K +5,644 New