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Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1751
Total Clarity Wealth Management
Illinois
$693K +$18.3K +177 +3%
DFG
1752
Delta Financial Group
New Jersey
$693K +$661K +6,379 New
MIM
1753
MTM Investment Management
South Carolina
$692K -$15.4K -149 -2%
BSB
1754
Bangor Savings Bank
Maine
$691K -$21.6K -209 -3%
WP
1755
Waycross Partners
Kentucky
$690K – – –
RIA
1756
Realta Investment Advisors
Delaware
$688K -$66.9K -646 -9%
BCAM
1757
Boston Common Asset Management
Massachusetts
$687K +$14.2K +137 +2%
Northeast Financial Consultants
1758
Northeast Financial Consultants
Connecticut
$686K +$70.4K +680 +12%
CWA
1759
Consilium Wealth Advisory
Texas
$685K -$216K -2,088 -25%
FIM
1760
Freedom Investment Management
Connecticut
$685K -$57.6K -556 -8%
CA
1761
Continuum Advisory
Idaho
$685K -$25K -241 -4%
SFG
1762
Summit Financial Group
West Virginia
$682K -$18.8K -182 -3%
WHCI
1763
W.H. Cornerstone Investments
Massachusetts
$682K -$5.07K -49 -0.8%
LGT Group Foundation
1764
LGT Group Foundation
Liechtenstein
$680K -$55K -531 -8%
CNB
1765
Camden National Bank
Maine
$679K -$46.6K -450 -7%
BAM
1766
Brave Asset Management
New Jersey
$677K – – –
BOM
1767
Bank of Marin
California
$677K +$19.5K +188 +3%
CC
1768
Corton Capital
Ontario, Canada
$676K -$524K -5,064 -45%
LIM
1769
Loudon Investment Management
New Hampshire
$676K – – –
MCM
1770
McRae Capital Management
New Jersey
$676K – – –
RIS
1771
Retirement Income Solutions
Michigan
$675K +$636K +6,144 New
FPCP
1772
Fort Point Capital Partners
California
$674K – – –
Foundations Investment Advisors
1773
Foundations Investment Advisors
Arizona
$674K +$40.3K +389 +7%
SCI
1774
Stableford Capital II
Arizona
$673K – – –
PWMG
1775
Pinnacle Wealth Management Group
Michigan
$672K – – –