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Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
2751
New England Capital Financial Advisors
Connecticut
$54.3K – – –
WIA
2752
Wetzel Investment Advisors
Indiana
$53.6K -$16.8K -158 -25%
MWM
2753
Mascoma Wealth Management
New Hampshire
$53.1K -$15.9K -150 -23%
BBPWM
2754
Blue Bell Private Wealth Management
Pennsylvania
$52.2K – – –
KFP
2755
Keener Financial Planning
Texas
$52K -$7.63K -72 -12%
CH
2756
Canton Hathaway
Rhode Island
$52K – – –
ETS
2757
ESL Trust Services
New York
$52K – – –
CFM
2758
Catalyst Funds Management
Australia
$52K -$180K -1,700 -77%
FCMT
2759
Founders Capital Management (Texas)
Texas
$52K -$21.2K -200 -29%
ICM
2760
Islay Capital Management
Texas
$52K – – –
SFO
2761
Standard Family Office
South Dakota
$49.1K – – –
BL
2762
BFSG LLC
California
$48.5K -$10.6K -100 -18%
BFP
2763
Briaud Financial Planning
Texas
$48K – – –
HFS
2764
Horizon Financial Services
North Carolina
$47.8K -$1.06K -10 -2%
HC
2765
Hoese & Co
Minnesota
$46K -$6.36K -60 -12%
CPA
2766
Clear Point Advisors
New York
$45.9K +$212 +2 +0.5%
MAM
2767
Meeder Asset Management
Ohio
$45.2K -$282K -2,664 -86%
DCM
2768
Davis Capital Management
Florida
$44.3K -$10.6K -100 -19%
CAM
2769
Clarity Asset Management
Iowa
$41.9K +$6.79K +64 +19%
PWMG
2770
Private Wealth Management Group
New Jersey
$41K -$106 -1 -0.3%
DF
2771
Dunhill Financial
United Kingdom
$40.8K +$20.6K +194 +98%
SFC
2772
Strategic Financial Concepts
Texas
$40.7K +$41.6K +392 New
YDMI
2773
Y.D. More Investments
Israel
$40.1K – – –
PCFFS
2774
Pacific Center for Financial Services
California
$38.5K – – –
AFS
2775
Annapolis Financial Services
Maryland
$38.2K +$9.01K +85 +30%