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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2551
Mascoma Wealth Management
New Hampshire
$311K – – –
JDLA
2552
J. Derek Lewis & Associates
California
$311K +$8.56K +25 +3%
CAM
2553
Concorde Asset Management
Michigan
$310K +$6.5K +19 +2%
GWM
2554
Global Wealth Management
New Jersey
$309K +$1.03K +3 +0.4%
I
2555
InvesTrust
Oklahoma
$308K – – –
ICP
2556
Impact Capital Partners
Colorado
$308K +$1.03K +3 +0.4%
CCMIC
2557
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$308K – – –
WMA
2558
William Mack & Associates
Michigan
$308K +$291K +850 New
KPWG
2559
KFA Private Wealth Group
Virginia
$307K +$290K +848 New
SP
2560
Stonebrook Private
Michigan
$307K +$22.9K +67 +9%
GHAM
2561
Gilman Hill Asset Management
Connecticut
$307K – – –
BWM
2562
BCS Wealth Management
Tennessee
$305K – – –
HTHT
2563
Hemenway Trust Hemenway Trust
New Hampshire
$305K -$38.3K -112 -12%
NQWM
2564
Northwest Quadrant Wealth Management
Oregon
$304K +$1.71K +5 +0.6%
CWP
2565
Curated Wealth Partners
California
$304K +$46.9K +137 +19%
WCM
2566
Wedge Capital Management
North Carolina
$304K -$30.8K -90 -10%
RC
2567
Rahlfs Capital
Texas
$304K – – –
LWM
2568
LeConte Wealth Management
Tennessee
$304K +$27.4K +80 +11%
RMF
2569
Red Mountain Financial
Colorado
$303K – – –
PWM
2570
Prentice Wealth Management
New York
$303K – – –
RFN
2571
RDA Financial Network
Iowa
$303K +$7.53K +22 +3%
BSSFA
2572
Baron Silver Stevens Financial Advisors
Florida
$302K -$685 -2 -0.2%
SIM
2573
SSI Investment Management
California
$302K – – –
SCI
2574
S&CO Inc
Massachusetts
$302K – – –
PFA
2575
Pettinga Financial Advisors
Indiana
$302K – – –