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Name Holding Trade Value Shares
Change
Change in
Stake
MFA
3326
Morling Financial Advisors
California
$720K +$33.6K +348 +5%
OA
3327
Oxbow Advisors
Texas
$719K
MAM
3328
Martingale Asset Management
Massachusetts
$717K -$174K -1,806 -21%
LGG
3329
Luts & Greenleigh Group
Maryland
$715K +$117K +1,215 +21%
PIFP
3330
Partners in Financial Planning
Virginia
$714K
DMBA
3331
Deseret Mutual Benefit Administrators
Utah
$713K +$104K +1,079 +19%
D
3332
Diversified
Delaware
$712K -$134K -1,390 -17%
NAMM
3333
NorthStar Asset Management (Massachusetts)
Massachusetts
$710K -$530K -5,486 -44%
SMH
3334
Sanders Morris Harris
Texas
$709K -$1.25M -12,980 -65%
FFC
3335
First Financial Corp
Indiana
$709K -$100K -1,040 -13%
ST
3336
Sageworth Trust
Pennsylvania
$708K +$76.9K +796 +13%
THL
3337
Tillman Hartley LLC
Colorado
$708K -$28.7K -297 -4%
CWM
3338
Collaborative Wealth Management
Florida
$708K -$8.21K -85 -1%
HI
3339
Hudock Inc
Pennsylvania
$706K -$312K -3,230 -32%
CPSC
3340
Carl P. Sherr & Co
Massachusetts
$702K -$7.63K -79 -1%
SWM
3341
Silverlake Wealth Management
Vermont
$702K +$24.4K +253 +4%
BWM
3342
Biltmore Wealth Management
Arizona
$701K +$24.4K +253 +4%
SIG
3343
Spinnaker Investment Group
California
$699K -$50.3K -521 -7%
FZCM
3344
Flynn Zito Capital Management
New York
$699K +$72.8K +753 +13%
GWA
3345
Geometric Wealth Advisors
District of Columbia
$695K
WF
3346
Warner Financial
Maryland
$692K -$13.5K -140 -2%
CCA
3347
Cottonwood Capital Advisors
Utah
$690K +$14.8K +153 +2%
OIM
3348
Orca Investment Management
Oregon
$690K -$4.44K -46 -0.7%
CGFA
3349
Colton Groome Financial Advisors
North Carolina
$689K +$13.7K +142 +2%
MMHP
3350
Murphy Middleton Hinkle & Parker
Georgia
$688K