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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
2251
Cribstone Capital Management
Maine
$31K – – –
LWA
2252
Lowe Wealth Advisors
Maryland
$31K – – –
HFS
2253
HBC Financial Services
Washington
$31K +$56 +1 +0.2%
NOI
2254
Newton One Investments
Delaware
$28K +$27.5K +491 New
SIS
2255
Sound Income Strategies
Florida
$26K -$72.7K -1,301 -74%
HF
2256
Halpern Financial
Virginia
$25.3K -$4.47K -80 -15%
AWM
2257
Avondale Wealth Management
Texas
$25K – – –
FPFS
2258
First Personal Financial Services
North Carolina
$23K – – –
EIM
2259
Essex Investment Management
Massachusetts
$22K – – –
IHWM
2260
Iron Horse Wealth Management
Iowa
$22K +$12.6K +226 +149%
RFWA
2261
RPg Family Wealth Advisory
Massachusetts
$21.3K +$20.9K +374 New
OAJ
2262
Ogorek Anthony Joseph
New York
$21K – – –
GG
2263
Gleason Group
Kentucky
$21K +$20.2K +362 New
1IA
2264
1834 Investment Advisors
Wisconsin
$20K – – –
MAM
2265
McCarthy Asset Management
California
$19K -$17.7K -316 -49%
DWA
2266
Delos Wealth Advisors
Texas
$19K +$19K +340 New
SSC
2267
Syverson Strege & Co
Iowa
$19K +$19K +340 New
MWC
2268
MBM Wealth Consultants
Missouri
$18K -$20.2K -362 -54%
IWP
2269
IAG Wealth Partners
Wisconsin
$18K – – –
PAI
2270
Pittenger & Anderson Inc
Nebraska
$18K – – –
TC
2271
Truvestments Capital
Florida
$18K +$56 +1 +0.3%
WAS
2272
Winch Advisory Services
Wisconsin
$17K +$56 +1 +0.3%
PWS
2273
Paragon Wealth Strategies
Florida
$16K +$15.3K +274 New
FA
2274
Fortis Advisors
Pennsylvania
$15K – – –
AA
2275
AlphaMark Advisors
Kentucky
$14K – – –