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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
2101
LCM Capital Management
Illinois
$279K
SGC
2102
Slocum, Gordon & Co
Rhode Island
$279K +$285K +1,062 New
OWA
2103
Octavia Wealth Advisors
Ohio
$277K +$26K +97 +10%
PWM
2104
Paulson Wealth Management
Illinois
$277K +$282K +1,053 New
ABP
2105
Arthur B. Page
$276K
PO
2106
Private Ocean
California
$275K -$33.8K -126 -11%
IAP
2107
Indie Asset Partners
Indiana
$275K
SFWC
2108
Strategic Family Wealth Counselors
New Jersey
$274K
CWMGP
2109
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$274K -$18.5K -69 -6%
BP
2110
BCK Partners
New York
$274K -$16.4K -61 -6%
PP
2111
Pegasus Partners
Wisconsin
$274K
SC
2112
Schulhoff & Co
Ohio
$274K
RWA
2113
Redmont Wealth Advisors
Illinois
$273K
CNB
2114
Camden National Bank
Maine
$272K
FAG
2115
Financial Advisory Group
Texas
$272K
FNWM
2116
Financial Network Wealth Management
Utah
$272K -$1.61K -6 -0.6%
CCA
2117
Cora Capital Advisors
New Jersey
$270K +$276K +1,029 New
MCP
2118
Mirador Capital Partners
California
$270K +$276K +1,029 New
TPA
2119
Trivium Point Advisory
Connecticut
$269K -$4.29K -16 -2%
MWM
2120
Marion Wealth Management
Pennsylvania
$269K
OIM
2121
Oder Investment Management
California
$269K -$46.4K -173 -14%
WCFA
2122
Walkner Condon Financial Advisors
Wisconsin
$268K -$11.3K -42 -4%
CBFP
2123
Cedar Brook Financial Partners
Ohio
$268K +$21.2K +79 +8%
MAG
2124
Mayfair Advisory Group
Alabama
$267K -$9.11K -34 -3%
TAM
2125
Trillium Asset Management
Massachusetts
$267K -$2.41K -9 -0.9%