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Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
2426
Retirement Planning Company of New England
Rhode Island
$259K -$10.4K -35 -3%
RL
2427
Rogco LP
Oklahoma
$259K
CAWM
2428
Capital Advisors Wealth Management
Washington
$259K -$9.79K -33 -3%
PWMG
2429
Prestige Wealth Management Group
New Jersey
$258K -$118K -397 -29%
AWM
2430
Abound Wealth Management
Tennessee
$256K -$2.37K -8 -0.8%
WEG
2431
World Equity Group
Illinois
$256K +$48.1K +162 +20%
FCMA
2432
Foresight Capital Management Advisors
Michigan
$256K
SI
2433
Severin Investments
Missouri
$256K +$291K +981 New
WN
2434
Williams & Novak
California
$256K -$96.1K -324 -25%
MWM
2435
Mascoma Wealth Management
New Hampshire
$255K
CWM
2436
Cahaba Wealth Management
Georgia
$255K +$297 +1 +0.1%
LPAM
2437
Lodestar Private Asset Management
California
$254K +$297 +1 +0.1%
BWAM
2438
Boyd Watterson Asset Management
Ohio
$254K -$2.08K -7 -0.7%
PMSA
2439
Patrick M. Sweeney & Associates
Illinois
$254K -$4.75K -16 -2%
TWA
2440
Talisman Wealth Advisors
New Jersey
$254K -$8.6K -29 -3%
OWG
2441
Oxford Wealth Group
Florida
$254K
GAG
2442
GM Advisory Group
New York
$252K +$3.26K +11 +1%
FDDB
2443
Fidelity D&D Bancorp
Pennsylvania
$252K -$2.67K -9 -0.9%
SWA
2444
Sax Wealth Advisors
New Jersey
$252K +$287K +968 New
MW
2445
Members Wealth
Pennsylvania
$252K +$253K +854 New
AA
2446
Armis Advisers
Georgia
$251K +$286K +965 New
GCM
2447
Gables Capital Management
Florida
$251K
FC
2448
Fairscale Capital
New Hampshire
$250K
ESBC
2449
E.S. Barr & Co
Kentucky
$249K
MFGM
2450
Marshall Financial Group (Maryland)
Maryland
$249K -$860K -2,898 -75%