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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
2301
Kaydan Wealth Management
Michigan
$210K +$195K +780 New
MIA
2302
Milestone Investment Advisors
Wisconsin
$210K +$195K +780 New
ZAM
2303
Zevin Asset Management
Massachusetts
$209K +$194K +777 New
NFP
2304
Narus Financial Partners
Utah
$209K +$194K +776 New
HKIMG
2305
Hutchens & Kramer Investment Management Group
Indiana
$208K +$195K +781 New
GP
2306
Geneva Partners
Wisconsin
$208K -$83.6K -335 -30%
SWRP
2307
Summit Wealth & Retirement Planning
California
$208K +$193K +773 New
QIM
2308
Quest Investment Management
Oregon
$207K -$1.51M -6,060 -89%
GWS
2309
Glassman Wealth Services
Virginia
$207K +$19K +76 +11%
JBA
2310
Johnson Bixby & Associates
Washington
$206K +$191K +766 New
SWK
2311
Stephen W. Kidder
$206K +$191K +765 New
GIM
2312
Guild Investment Management
California
$205K +$190K +762 New
LA
2313
Latitude Advisors
Florida
$205K -$73.4K -294 -28%
CASB
2314
Cape Ann Savings Bank
Massachusetts
$205K -$49.9K -200 -21%
TA
2315
TrueWealth Advisors
Alabama
$204K +$190K +761 New
FB
2316
First Bancorp
Maine
$204K +$190K +760 New
CAM
2317
Concorde Asset Management
Michigan
$203K +$189K +756 New
JFA
2318
JNBA Financial Advisors
Minnesota
$202K +$499 +2 +0.3%
CFFP
2319
Center for Financial Planning
Michigan
$202K
DMC
2320
Drexel Morgan & Co
Pennsylvania
$202K +$187K +750 New
TIA
2321
Tandem Investment Advisors
South Carolina
$202K +$187K +750 New
ACA
2322
Affinity Capital Advisors
California
$201K +$186K +746 New
GG
2323
Greenwood Gearhart
Arkansas
$200K +$186K +746 New
CBFP
2324
Cedar Brook Financial Partners
Ohio
$200K +$186K +746 New
M
2325
MOTCO
Texas
$198K +$20K +80 +12%