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Name Holding Trade Value Shares
Change
Change in
Stake
SHFP
2651
Second Half Financial Partners
Florida
$228K +$21.6K +500 +11%
CCM
2652
Crew Capital Management
Ohio
$227K -$24.6K -568 -10%
EFL
2653
ERn Financial LLC
Wisconsin
$227K +$1.04K +24 +0.5%
WOSD
2654
WFA of San Diego
California
$227K – – –
JHC
2655
J. Hagan Capital
Kentucky
$227K +$223K +5,161 New
RCP
2656
Rothschild Capital Partners
New York
$227K – – –
HWM
2657
HRC Wealth Management
Idaho
$227K +$1.04K +24 +0.5%
CNB
2658
Camden National Bank
Maine
$227K -$22.1K -510 -9%
WJA
2659
Willis Johnson & Associates
Texas
$225K +$6.19K +143 +3%
CRI
2660
Commonwealth Retirement Investments
Virginia
$225K +$221K +5,114 New
RA
2661
Riversedge Advisors
Delaware
$224K +$221K +5,104 New
PFG
2662
Putney Financial Group
California
$224K -$22.2K -512 -9%
SPWM
2663
Straight Path Wealth Management
Michigan
$223K – – –
LSA
2664
Lansing Street Advisors
Pennsylvania
$223K +$220K +5,082 New
NAAA
2665
New Age Alpha Advisors
New York
$223K – – –
PRS
2666
Pinkerton Retirement Specialists
Idaho
$223K -$6.75K -156 -3%
AI
2667
Accredited Investors
Minnesota
$223K +$220K +5,073 New
AA
2668
Auxano Advisors
Washington
$222K +$219K +5,056 New
MFWP
2669
Mosaic Family Wealth Partners
Missouri
$222K +$14.9K +344 +7%
FA
2670
Fermata Advisors
California
$222K +$219K +5,055 New
MPIA
2671
Mountain Pacific Investment Advisers
Idaho
$222K – – –
TLCM
2672
Twin Lakes Capital Management
California
$221K +$1.17K +27 +0.5%
PTB
2673
Pioneer Trust Bank
Oregon
$221K +$13K +300 +6%
SPP
2674
Single Point Partners
Massachusetts
$221K -$1.73K -40 -0.8%
SWIG
2675
Strategic Wealth Investment Group
Kentucky
$221K +$209K +4,835 +2,518%