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Name Holding Trade Value Shares
Change
Change in
Stake
EVM
1301
Evelyn V. Moreno
$231K
WPC
1302
White Pine Capital
Minnesota
$231K
OL
1303
OneFund LLC
Florida
$231K +$226K +773 New
GFP
1304
Gryphon Financial Partners
Ohio
$230K +$225K +769 New
WE
1305
Wealth Effects
Massachusetts
$230K +$225K +769 New
MFG
1306
Magnus Financial Group
New York
$230K -$1.75K -6 -0.8%
LWM
1307
Lakeridge Wealth Management
Ohio
$229K +$224K +766 New
FNT
1308
First Nebraska Trust
Nebraska
$229K
SWA
1309
SOA Wealth Advisors
New York
$228K -$4.09K -14 -2%
CAMV
1310
Concord Asset Management (Virginia)
Virginia
$228K +$222K +761 New
NI
1311
NDVR Inc
Massachusetts
$227K +$222K +758 New
MA
1312
Montag & Associates
Georgia
$225K
BHWM
1313
Bar Harbor Wealth Management
New Hampshire
$224K +$219K +749 New
BWP
1314
Balboa Wealth Partners
Arizona
$224K -$3.21K -11 -1%
PWS
1315
Private Wealth Strategies
Ohio
$224K +$219K +748 New
BIA
1316
Barry Investment Advisors
Massachusetts
$224K +$292 +1 +0.1%
PT
1317
Plimoth Trust
Massachusetts
$222K
DA
1318
Detalus Advisors
Missouri
$222K +$12.3K +42 +6%
VP
1319
Verum Partners
North Carolina
$222K -$8.47K -29 -4%
GDP
1320
Great Diamond Partners
Maine
$220K -$50K -171 -19%
EL
1321
Essex LLC
Illinois
$219K +$214K +733 New
AA
1322
Alesco Advisors
New York
$219K +$584 +2 +0.3%
SP
1323
Successful Portfolios
Florida
$218K +$212K +727 New
RIM
1324
Rakuten Investment Management
Japan
$217K +$212K +726 New
CPC
1325
Congress Park Capital
New York
$217K -$153K -525 -42%