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Name Holding Trade Value Shares
Change
Change in
Stake
BA
2601
Bristlecone Advisors
Washington
$311K – – –
NQWM
2602
Northwest Quadrant Wealth Management
Oregon
$311K -$10.3K -81 -3%
SWMG
2603
Signature Wealth Management Group
Georgia
$310K +$15.9K +125 +6%
HWM
2604
Hemington Wealth Management
Virginia
$310K +$23.5K +185 +9%
PPW
2605
Pasadena Private Wealth
California
$310K +$297K +2,334 New
6F
2606
626 Financial
Michigan
$309K -$636 -5 -0.2%
MWPCG
2607
Measured Wealth Private Client Group
New Hampshire
$309K +$1.15K +9 +0.4%
MFC
2608
Morris Financial Concepts
South Carolina
$309K – – –
PRP
2609
Peak Retirement Planning
Ohio
$309K +$296K +2,326 New
ANC
2610
Ames National Corp
Iowa
$308K – – –
KCP
2611
Kera Capital Partners
California
$308K +$35K +275 +13%
CIP
2612
Convergence Investment Partners
Florida
$307K -$78.3K -615 -21%
RWI
2613
Red Wave Investments
Pennsylvania
$307K -$4.84K -38 -2%
Circle Wealth Management
2614
Circle Wealth Management
New Jersey
$307K +$127 +1 +0%
TSWM
2615
Tyler-Stone Wealth Management
Ohio
$307K +$68.2K +536 +30%
CASB
2616
Cape Ann Savings Bank
Massachusetts
$307K +$2.54K +20 +0.9%
AF
2617
Alerus Financial
North Dakota
$307K – – –
AGC
2618
Aspen Grove Capital
Colorado
$306K +$9.8K +77 +3%
NCM
2619
Noesis Capital Mangement
Florida
$306K +$2.29K +18 +0.8%
SEM
2620
Strategic Equity Management
Arizona
$306K +$293K +2,306 New
CP
2621
Creekside Partners
California
$304K – – –
WFA
2622
Websterrogers Financial Advisors
South Carolina
$303K – – –
RRWA
2623
Rainey & Randall Wealth Advisors
Florida
$303K +$291K +2,287 New
GCM
2624
Gables Capital Management
Florida
$303K – – –
LMKC
2625
L.M. Kohn & Company
Ohio
$303K +$764 +6 +0.3%