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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
2751
Wetzel Investment Advisors
Indiana
$53.6K -$16.8K -158 -25%
MWM
2752
Mascoma Wealth Management
New Hampshire
$53.1K -$15.9K -150 -23%
BBPWM
2753
Blue Bell Private Wealth Management
Pennsylvania
$52.2K
KFP
2754
Keener Financial Planning
Texas
$52K -$7.63K -72 -12%
CH
2755
Canton Hathaway
Rhode Island
$52K
ETS
2756
ESL Trust Services
New York
$52K
CFM
2757
Catalyst Funds Management
Australia
$52K -$180K -1,700 -77%
FCMT
2758
Founders Capital Management (Texas)
Texas
$52K -$21.2K -200 -29%
ICM
2759
Islay Capital Management
Texas
$52K
SFO
2760
Standard Family Office
South Dakota
$49.1K
BL
2761
BFSG LLC
California
$48.5K -$10.6K -100 -18%
BFP
2762
Briaud Financial Planning
Texas
$48K
HFS
2763
Horizon Financial Services
North Carolina
$47.8K -$1.06K -10 -2%
HC
2764
Hoese & Co
Minnesota
$46K -$6.36K -60 -12%
CPA
2765
Clear Point Advisors
New York
$45.9K +$212 +2 +0.5%
MAM
2766
Meeder Asset Management
Ohio
$45.2K -$282K -2,664 -86%
DCM
2767
Davis Capital Management
Florida
$44.3K -$10.6K -100 -19%
CAM
2768
Clarity Asset Management
Iowa
$41.9K +$6.79K +64 +19%
PWMG
2769
Private Wealth Management Group
New Jersey
$41K -$106 -1 -0.3%
DF
2770
Dunhill Financial
United Kingdom
$40.8K +$20.6K +194 +98%
SFC
2771
Strategic Financial Concepts
Texas
$40.7K +$11.8M +111,649 New
YDMI
2772
Y.D. More Investments
Israel
$40.1K
PCFFS
2773
Pacific Center for Financial Services
California
$38.5K
AFS
2774
Annapolis Financial Services
Maryland
$38.2K +$9.01K +85 +30%
SC
2775
Stephens Consulting
Michigan
$37.9K +$5.09K +48 +15%