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Name Holding Trade Value Shares
Change
Change in
Stake
BST
2551
Bath Savings Trust
Maine
$312K -$12.5K -35 -4%
BWP
2552
Balboa Wealth Partners
Arizona
$312K -$24.6K -69 -7%
ACA
2553
American Capital Advisory
Idaho
$311K +$3.21K +9 +1%
CIP
2554
Convergence Investment Partners
Florida
$311K -$12.5K -35 -4%
SWIM
2555
Smallwood Wealth Investment Management
New Jersey
$311K
BDF
2556
Black Diamond Financial
Maryland
$311K +$1.43K +4 +0.5%
RF
2557
Rossby Financial
Florida
$311K +$64.9K +182 +26%
JESC
2558
J.E. Simmons & Co
Texas
$310K
RC
2559
Roundview Capital
New Jersey
$309K -$3.21K -9 -1%
TW
2560
Traveka Wealth
California
$308K +$68.8K +193 +28%
PPWM
2561
PFG Private Wealth Management
Florida
$308K +$31.4K +88 +11%
BWMG
2562
Barnes Wealth Management Group
California
$307K -$2.14K -6 -0.7%
ALC
2563
Alexander Labrunerie & Co
Missouri
$306K
PAM
2564
PCG Asset Management
New Jersey
$305K
SCI
2565
Silver Coast Investments
United States
$305K -$9.63K -27 -3%
FWP
2566
Falcon Wealth Planning
California
$304K +$308K +864 New
MWM
2567
Mascoma Wealth Management
New Hampshire
$302K -$9.63K -27 -3%
CMAI
2568
Capital Management Associates Inc
Minnesota
$301K +$3.56K +10 +1%
GA
2569
Gordian Advisors
Arizona
$301K +$1.43K +4 +0.5%
LIA
2570
LS Investment Advisors
Michigan
$301K -$10.7K -30 -3%
I
2571
InvesTrust
Oklahoma
$299K
CCMIC
2572
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$299K
MWM
2573
MOR Wealth Management
Pennsylvania
$299K +$303K +850 New
GWM
2574
Global Wealth Management
New Jersey
$299K +$1.07K +3 +0.4%
ICP
2575
Impact Capital Partners
Colorado
$298K +$4.28K +12 +1%