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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
2326
West Branch Capital
Massachusetts
$423K +$30.5K +89 +8%
WFM
2327
Wolff Financial Management
Michigan
$421K – – –
IP
2328
Intellectus Partners
California
$421K +$35.3K +103 +10%
CFO
2329
Capitol Family Office
Oregon
$420K – – –
NED
2330
Nancy E. Dempze
$420K – – –
CMAI
2331
Capital Management Associates Inc
Minnesota
$420K +$104K +303 +35%
FCA
2332
Fortis Capital Advisors
Kansas
$420K +$131K +382 +49%
PMSA
2333
Patrick M. Sweeney & Associates
Illinois
$419K +$17.1K +50 +5%
SI
2334
Severin Investments
Missouri
$419K +$17.8K +52 +5%
CGF
2335
Constant Guidance Financial
Massachusetts
$419K +$396K +1,156 New
ABWM
2336
Alpine Bank Wealth Management
Colorado
$419K -$32.5K -95 -8%
RP
2337
Rice Partnership
Hawaii
$418K – – –
TIA
2338
TCFG Investment Advisors
California
$418K +$75.3K +220 +24%
RFA
2339
Reyes Financial Architecture
California
$418K -$20.5K -60 -5%
SFWC
2340
Strategic Family Wealth Counselors
New Jersey
$418K – – –
SFGM
2341
Stonebridge Financial Group (Missouri)
Missouri
$416K +$4.11K +12 +1%
TCOK
2342
Trust Company of Kansas
Kansas
$416K -$17.1K -50 -4%
BFM
2343
Boothbay Fund Management
New York
$416K -$208K -607 -35%
CWA
2344
Consilium Wealth Advisory
Texas
$415K -$1.07M -3,136 -73%
JCM
2345
Jag Capital Management
Missouri
$414K +$685 +2 +0.2%
USB
2346
Union Savings Bank
Connecticut
$414K -$45.2K -132 -10%
KFC
2347
Klingenstein Fields & Co
New York
$414K – – –
MWA
2348
Medallion Wealth Advisors
Connecticut
$413K -$37.3K -109 -9%
EL
2349
Essex LLC
Illinois
$412K +$342 +1 +0.1%
RMP
2350
Richards, Merrill & Peterson
Washington
$411K – – –