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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
2851
Master's Wealth Management
Pennsylvania
$210K +$1.71K +5 +0.9%
4WM
2852
49 Wealth Management
Texas
$209K -$28.8K -84 -13%
A
2853
Alongside
Texas
$209K +$198K +579 New
CS
2854
Capital Square
Tennessee
$209K +$197K +576 New
PRRFG
2855
Paul R. Ried Financial Group
Washington
$209K – – –
JJBC
2856
James J. Burns & Company
New York
$209K +$685 +2 +0.3%
TM
2857
TigerOak Management
New Mexico
$209K – – –
DWM
2858
Ducere Wealth Management
California
$209K +$197K +576 New
AWA
2859
Archvest Wealth Advisors
California
$209K +$197K +576 New
ML
2860
Mayport LLC
Massachusetts
$208K +$196K +574 New
OWA
2861
OakTrust Wealth Advisors
Connecticut
$207K – – –
AC
2862
AXQ Capital
New Jersey
$206K +$195K +569 New
EC
2863
EdgeRock Capital
Colorado
$206K +$195K +569 New
BSTWA
2864
Blake Schutter Theil Wealth Advisors
Ohio
$205K -$17.8K -52 -8%
NPPM
2865
North Point Portfolio Managers
Ohio
$205K +$194K +567 New
MWA
2866
Monograph Wealth Advisors
California
$205K +$194K +566 New
HIF
2867
Hill Island Financial
Michigan
$205K -$5.13K -15 -3%
BIM
2868
Baldwin Investment Management
Pennsylvania
$204K -$5.13K -15 -3%
PCM
2869
Poehling Capital Management
Wisconsin
$204K +$193K +564 New
BCM
2870
Bannerstone Capital Management
Minnesota
$204K +$193K +563 New
EB
2871
Emprise Bank
Kansas
$204K +$192K +562 New
OCM
2872
Objective Capital Management
Ohio
$204K +$192K +562 New
SGC
2873
Slocum, Gordon & Co
Rhode Island
$204K +$192K +562 New
CWP
2874
Core Wealth Partners
California
$203K +$192K +562 New
ATWA
2875
Arbor Trust Wealth Advisors
Michigan
$203K -$17.1K -50 -8%