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Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
2176
American Institute for Advanced Investment Management
Arizona
$414K -$3.84K -35 -1%
NF
2177
Nvest Financial
New Hampshire
$412K -$91.3K -832 -19%
LC
2178
Landaas & Company
Wisconsin
$410K
FFO
2179
Fiduciary Family Office
Florida
$410K -$81.7K -745 -17%
SCA
2180
Sippican Capital Advisors
Massachusetts
$409K -$11K -100 -3%
DPI
2181
Diversified Portfolios Inc
Michigan
$409K +$658 +6 +0.2%
VW
2182
Vance Wealth
California
$409K -$24.4K -222 -6%
SWM
2183
Seed Wealth Management
Illinois
$409K
LPAM
2184
Lodestar Private Asset Management
California
$408K -$2.74K -25 -0.7%
SCP
2185
Sivia Capital Partners
California
$407K +$14.1K +129 +4%
ACS
2186
Archford Capital Strategies
Illinois
$406K -$17.9K -163 -4%
AFPL
2187
Advus Financial Partners, LLC
Florida
$406K -$8.01K -73 -2%
CSWM
2188
Cassady Schiller Wealth Management
Ohio
$405K
1WM
2189
1900 Wealth Management
Texas
$404K +$66.4K +605 +21%
CFG
2190
Clayton Financial Group
Missouri
$404K +$65.8K +600 +20%
CCP
2191
Carmel Capital Partners
California
$404K +$27.9K +254 +8%
FWM
2192
FFT Wealth Management
Pennsylvania
$404K +$60.3K +550 +18%
CSC
2193
Caldwell Sutter Capital
California
$402K
GFA
2194
Gallagher Fiduciary Advisors
Illinois
$401K +$80.8K +737 +26%
DWAM
2195
Duncan Williams Asset Management
Tennessee
$401K +$386K +3,519 New
PA
2196
Probity Advisors
Texas
$401K -$9.32K -85 -2%
KIA
2197
Knollwood Investment Advisory
Maryland
$399K
SSA
2198
Sierra Summit Advisors
Nevada
$399K
ZF
2199
Zhang Financial
Michigan
$399K +$10.3K +94 +3%
EWM
2200
Evermay Wealth Management
Virginia
$399K