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Name Holding Trade Value Shares
Change
Change in
Stake
MC
2526
Middleton & Co
Massachusetts
$297K -$53.9K -170 -16%
GWWM
2527
Great Waters Wealth Management
Minnesota
$297K
AT
2528
American Trust
Kentucky
$297K +$14.3K +45 +5%
ESBC
2529
E.S. Barr & Co
Kentucky
$296K
MWPCG
2530
Measured Wealth Private Client Group
New Hampshire
$296K
JRFS
2531
James Reed Financial Services
Ohio
$296K +$952 +3 +0.3%
AFW
2532
Atlantic Family Wealth
Florida
$296K -$46.9K -148 -14%
SWM
2533
SilverOak Wealth Management
Minnesota
$296K +$286K +903 New
ES
2534
ETF Store
Kansas
$295K
CCG
2535
Chatham Capital Group
Georgia
$294K
AWM
2536
Aries Wealth Management
Maine
$294K
MW
2537
MBL Wealth
North Carolina
$294K -$5.08K -16 -2%
ABWM
2538
Alpine Bank Wealth Management
Colorado
$293K -$14.3K -45 -5%
SCI
2539
Silver Coast Investments
United States
$293K -$79.3K -250 -22%
NQWM
2540
Northwest Quadrant Wealth Management
Oregon
$292K +$1.59K +5 +0.6%
GFG
2541
Goldstone Financial Group
Illinois
$291K +$34.6K +109 +14%
WEG
2542
World Equity Group
Illinois
$290K -$127K -401 -31%
DM
2543
Diversified Management
Wisconsin
$290K +$281K +886 New
RC
2544
Roundview Capital
New Jersey
$290K +$43.8K +138 +18%
MWM
2545
Mascoma Wealth Management
New Hampshire
$290K +$1.59K +5 +0.6%
VCP
2546
Vista Capital Partners
Oregon
$290K -$14.9K -47 -5%
LIA
2547
LS Investment Advisors
Michigan
$290K
SWIM
2548
Smallwood Wealth Investment Management
New Jersey
$289K -$4.76K -15 -2%
BDF
2549
Black Diamond Financial
Maryland
$288K +$279K +880 New
JESC
2550
J.E. Simmons & Co
Texas
$288K +$279K +880 New