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Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
2701
PFG Private Wealth Management
Florida
$179K +$10.3K +35 +6%
SGC
2702
Slocum, Gordon & Co
Rhode Island
$175K -$166K -563 -50%
SVCP
2703
Silicon Valley Capital Partners
California
$171K +$1.18K +4 +0.7%
RF
2704
Rossby Financial
Florida
$170K -$87.7K -297 -33%
PFG
2705
Putney Financial Group
California
$169K -$27.5K -93 -15%
APW
2706
Aventura Private Wealth
Florida
$168K +$5.61K +19 +4%
BCM
2707
Blume Capital Management
California
$166K +$591 +2 +0.4%
PWA
2708
Principia Wealth Advisory
Texas
$161K +$5.61K +19 +4%
MTC
2709
Matrix Trust Company
Colorado
$160K +$15.9K +54 +12%
NRG
2710
Nemes Rush Group
Michigan
$157K -$39K -132 -21%
FC
2711
Family CFO
California
$156K
CPBTD
2712
Central Pacific Bank - Trust Division
Hawaii
$155K
FFC
2713
First Financial Corp
Indiana
$155K -$12.1K -41 -8%
CTWM
2714
Cherry Tree Wealth Management
Minnesota
$151K +$2.95K +10 +2%
HNW
2715
High Note Wealth
Minnesota
$149K -$7.38K -25 -5%
NEWAS
2716
N.E.W. Advisory Services
Wisconsin
$147K +$139K +472 New
DWM
2717
Darwin Wealth Management
Florida
$147K
PSB
2718
Piscataqua Savings Bank
New Hampshire
$147K
C
2719
Covestor
United Kingdom
$146K +$12.1K +41 +10%
SL
2720
Salomon & Ludwin
Virginia
$141K
AAG
2721
Armstrong Advisory Group
Massachusetts
$133K
NFSG
2722
Newbridge Financial Services Group
Florida
$133K +$9.74K +33 +8%
WTFG
2723
Wood Tarver Financial Group
Idaho
$132K -$295 -1 -0.2%
FDCP
2724
Foster Dykema Cabot & Partners
Massachusetts
$131K
SVWA
2725
Sarver Vrooman Wealth Advisors
Missouri
$130K +$123K +418 New