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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1226
Claris Advisors
Missouri
$223K
EFM
1227
E Fund Management
China
$222K -$20K -70 -8%
MFG
1228
Magnus Financial Group
New York
$222K -$570 -2 -0.3%
SWA
1229
SOA Wealth Advisors
New York
$222K +$285 +1 +0.1%
EVM
1230
Evelyn V. Moreno
$221K
WPC
1231
White Pine Capital
Minnesota
$221K +$6.27K +22 +3%
VP
1232
Verum Partners
North Carolina
$220K +$220K +770 New
WPP
1233
Whalerock Point Partners
Rhode Island
$220K
MFA
1234
Mayflower Financial Advisors
Massachusetts
$219K +$218K +765 New
FNT
1235
First Nebraska Trust
Nebraska
$219K
WI
1236
WrapManager Inc
California
$217K +$216K +759 New
BWP
1237
Balboa Wealth Partners
Arizona
$217K -$1.43K -5 -0.7%
PIM
1238
Penobscot Investment Management
Massachusetts
$217K +$216K +758 New
BCM
1239
BluePath Capital Management
Georgia
$217K +$216K +757 New
JSW
1240
Journey Strategic Wealth
New Jersey
$216K +$216K +756 New
BFC
1241
Bedel Financial Consulting
Indiana
$216K +$285 +1 +0.1%
TNB
1242
Thomasville National Bank
Georgia
$215K -$8.84K -31 -4%
MA
1243
Montag & Associates
Georgia
$215K
TW
1244
TrinityPoint Wealth
Connecticut
$215K +$214K +750 New
BIA
1245
Barry Investment Advisors
Massachusetts
$214K -$51K -179 -19%
FMP
1246
Financial Management Professionals
Texas
$213K
PT
1247
Plimoth Trust
Massachusetts
$212K -$50.5K -177 -19%
TW
1248
Transform Wealth
Colorado
$212K -$48.8K -171 -19%
TL
1249
Tradewinds LLC
North Carolina
$212K +$211K +740 New
BAM
1250
Berkshire Asset Management
Pennsylvania
$209K -$21.4K -75 -9%