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Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
2176
Cardinal Point Capital Management
Ontario, Canada
$511K +$47K +369 +10%
COCM
2177
Charter Oak Capital Management
New Hampshire
$511K +$3.31K +26 +0.6%
WFA
2178
Wellspring Financial Advisors
Ohio
$510K +$91.2K +716 +21%
NCM
2179
Nelson Capital Management
California
$510K -$8.28K -65 -2%
SL
2180
Salomon & Ludwin
Virginia
$509K -$55.3K -434 -10%
RC
2181
Reik & Co
New York
$509K -$55.4K -435 -10%
KWS
2182
Keystone Wealth Services
California
$507K +$2.8K +22 +0.5%
FNWA
2183
Financial Network Wealth Advisors
Utah
$505K -$22K -173 -4%
SWRP
2184
Summit Wealth & Retirement Planning
California
$505K +$3.44K +27 +0.7%
KAM
2185
KEB Asset Management
Illinois
$505K +$1.78K +14 +0.3%
KA
2186
KDT Advisors
New York
$503K +$71.7K +563 +16%
PC
2187
Payne Capital
Oregon
$503K +$2.29K +18 +0.5%
BWM
2188
Bernard Wealth Management
Michigan
$503K
MFG
2189
Magnus Financial Group
New York
$503K +$14.8K +116 +3%
TC
2190
TFR Capital
Texas
$502K +$5.22K +41 +1%
GAM
2191
Gould Asset Management
California
$502K -$114K -893 -18%
SIC
2192
SJS Investment Consulting
Ohio
$502K -$255 -2 -0%
MCM
2193
McRae Capital Management
New Jersey
$501K
GWWM
2194
Great Waters Wealth Management
Minnesota
$501K -$2.17K -17 -0.4%
EFA
2195
Evernest Financial Advisors
Indiana
$501K -$185K -1,452 -24%
MCM
2196
Mengis Capital Management
Oregon
$501K -$31.8K -250 -6%
FFS
2197
Founders Financial Securities
Maryland
$499K +$93.1K +731 +22%
SB
2198
Strategic Blueprint
Georgia
$499K -$120K -939 -19%
STA
2199
Smith Thornton Advisors
Alabama
$499K -$1.15K -9 -0.2%
DM
2200
Diversified Management
Wisconsin
$498K +$507K +3,976 New