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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
1001
Flagship Harbor Advisors
Massachusetts
$268K +$260K +3,496 New
DBT
1002
Dubuque Bank & Trust
Iowa
$268K +$259K +3,489 New
SCM
1003
Shelton Capital Management
Colorado
$265K -$1.04M -14,000 -80%
BFA
1004
Beaumont Financial Advisors
Massachusetts
$264K -$74 -1 -0%
MOS
1005
MGO One Seven
Ohio
$264K -$61.7K -831 -19%
CCP
1006
Carmel Capital Partners
California
$262K -$20.9K -281 -8%
WW
1007
Waterfront Wealth
Kansas
$261K
BIA
1008
BHK Investment Advisors
Alabama
$261K -$137K -1,847 -35%
LFA
1009
Laraway Financial Advisors
Minnesota
$261K
EWM
1010
Executive Wealth Management
Michigan
$261K +$148 +2 +0.1%
CFG
1011
Carr Financial Group
Massachusetts
$260K
VT
1012
Vise Technologies
New York
$259K -$1.34K -18 -0.5%
JC
1013
Jacobs & Co
California
$259K
NP
1014
NorthRock Partners
Minnesota
$257K +$35.9K +483 +17%
CPC
1015
Consolidated Planning Corp
Georgia
$257K +$33.1K +446 +15%
FMB
1016
Field & Main Bank
Kentucky
$256K -$7.42K -100 -3%
GCMG
1017
Gyroscope Capital Management Group
Florida
$256K +$247K +3,332 New
PAM
1018
Private Asset Management
California
$255K
ERIC
1019
Eagle Rock Investment Company
Georgia
$255K
MGIA
1020
Moneta Group Investment Advisors
Missouri
$255K +$247K +3,321 New
DA
1021
Dillon & Associates
Michigan
$254K
PCS
1022
Personal CFO Solutions
New Jersey
$253K +$2.97K +40 +1%
NSB
1023
Norway Savings Bank
Maine
$253K
SFS
1024
Stiles Financial Services
Minnesota
$252K +$1.26K +17 +0.5%
AAIS
1025
ABN AMRO Investment Solutions
$252K +$26.2K +353 +12%