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Name Holding Trade Value Shares
Change
Change in
Stake
SMAM
4951
Sugar Maple Asset Management
Wisconsin
$446K +$2.17K +10 +0.4%
CCM
4952
CAAS Capital Management
New York
$445K -$1.65M -7,625 -77%
JFG
4953
JMG Financial Group
Illinois
$444K +$9.77K +45 +2%
KFG
4954
Kropog Financial Group
Louisiana
$444K -$36.5K -168 -7%
SFP
4955
SwitchPoint Financial Planning
Utah
$443K -$133K -612 -21%
LSC
4956
Lesa Sroufe & Co
Washington
$443K +$505K +2,329 New
KFG
4957
Kingdom Financial Group
Arizona
$443K -$8.68K -40 -2%
RK
4958
Rather & Kittrell
Tennessee
$443K -$6.29K -29 -1%
PPA
4959
Pacific Point Advisors
California
$443K +$24.1K +111 +5%
FA
4960
Financial Alternatives
California
$442K
LODC
4961
Lanham O'Dell & Company
West Virginia
$442K -$22.6K -104 -4%
HIW
4962
Holos Integrated Wealth
Pennsylvania
$441K -$584K -2,690 -54%
SGC
4963
Slocum, Gordon & Co
Rhode Island
$441K -$39.1K -180 -7%
E
4964
EntreWealth
Texas
$441K +$503K +2,317 New
CFG
4965
Certior Financial Group
Pennsylvania
$440K +$61.8K +285 +14%
JFG
4966
JDM Financial Group
Texas
$440K +$41.7K +192 +9%
RCM
4967
Ridgepath Capital Management
Tennessee
$439K
PWM
4968
PTM Wealth Management
United States
$439K +$558K +2,572 New
SFP
4969
Sterling Financial Planning
New Jersey
$439K +$34.3K +158 +7%
SPI
4970
Santori & Peters Inc
Pennsylvania
$438K
HAFS
4971
Hapanowicz & Associates Financial Services
Pennsylvania
$438K +$125K +576 +33%
FAP
4972
Financial Advisory Partners
Florida
$438K -$21.7K -100 -4%
ICM
4973
Ionic Capital Management
New York
$438K -$21.7K -100 -4%
CNB
4974
Camden National Bank
Maine
$436K -$39.1K -180 -7%
SJGA
4975
Stephen J. Garry & Associates
New York
$436K +$2.6K +12 +0.5%