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Name Holding Trade Value Shares
Change
Change in
Stake
SMF
2601
Sterling Manor Financial
New York
$242K +$1.38K +24 +0.6%
RHP
2602
Royal Harbor Partners
Texas
$242K +$2.18K +38 +0.9%
VAG
2603
VisionPoint Advisory Group
Texas
$240K -$121K -2,115 -33%
CFG
2604
Compton Financial Group
Maryland
$240K +$115 +2 +0%
EGWAG
2605
Elwood & Goetz Wealth Advisory Group
Georgia
$239K
LFG
2606
Larson Financial Group
Missouri
$239K +$24.9K +434 +11%
GWM
2607
Greenhouse Wealth Management
Connecticut
$238K +$1.21K +21 +0.5%
PP
2608
PrairieView Partners
Minnesota
$237K -$1.38K -24 -0.6%
W
2609
Wealthquest
Ohio
$237K -$574 -10 -0.2%
CWA
2610
Clearview Wealth Advisors
Oregon
$235K -$56.2K -980 -19%
FNBOH
2611
First National Bank of Hutchinson
Kansas
$235K -$21K -366 -8%
DMC
2612
Drexel Morgan & Co
Pennsylvania
$235K
IP
2613
Isthmus Partners
Wisconsin
$235K
NFG
2614
Northeast Financial Group
Pennsylvania
$235K -$53.8K -938 -18%
RWRC
2615
R.W. Roge & Company
New York
$234K -$8.78K -153 -4%
CCP
2616
Cassia Capital Partners
North Carolina
$234K +$35.5K +619 +17%
SLA
2617
Silver Lake Advisory
Utah
$233K +$10K +175 +4%
ACA
2618
Affinity Capital Advisors
California
$233K +$15K +261 +7%
AA
2619
Auxano Advisors
Washington
$233K +$40.5K +706 +20%
MC
2620
Machina Capital
France
$233K +$241K +4,200 New
AA
2621
ACT Advisors
North Carolina
$232K
LIM
2622
Loudon Investment Management
New Hampshire
$232K
FI
2623
Fosun International
China
$231K
HFS
2624
Howard Financial Services
Texas
$231K +$6.83K +119 +3%
TIM
2625
Thompson Investment Management
Wisconsin
$230K -$4.25K -74 -2%