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Name Holding Trade Value Shares
Change
Change in
Stake
Abundance Wealth Counselors
2676
Abundance Wealth Counselors
Pennsylvania
$228K -$7.36K -15 -3%
Portland Global Advisors
2677
Portland Global Advisors
Maine
$228K – – –
SDAM
2678
Shulman DeMeo Asset Management
New York
$228K -$1.47K -3 -0.7%
PWM
2679
Prosperity Wealth Management
California
$228K +$225K +458 New
SCM
2680
Stonehearth Capital Management
Massachusetts
$227K -$3.92K -8 -2%
Bourgeon Capital Management
2681
Bourgeon Capital Management
Connecticut
$227K – – –
Heritage Investment Group
2682
Heritage Investment Group
Florida
$226K +$223K +455 New
Curi Wealth Management
2683
Curi Wealth Management
North Carolina
$226K -$159K -324 -42%
Rock Creek Group
2684
Rock Creek Group
District of Columbia
$225K +$222K +453 New
BFG
2685
Barber Financial Group
Kansas
$225K +$981 +2 +0.4%
Allied Investment Advisors
2686
Allied Investment Advisors
Montana
$225K – – –
AWAP
2687
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$224K -$7.85K -16 -3%
DI
2688
DDFG Inc
California
$224K – – –
PAG
2689
Paladin Advisory Group
Iowa
$224K +$221K +451 New
Compass Capital Management
2690
Compass Capital Management
Minnesota
$224K +$221K +450 New
SFG
2691
Summit Financial Group
West Virginia
$224K – – –
LVM Capital Management
2692
LVM Capital Management
Michigan
$223K – – –
RWM
2693
RBA Wealth Management
California
$222K +$2.45K +5 +1%
VBWMG
2694
Von Berge Wealth Management Group
California
$222K – – –
SC
2695
Sonen Capital
California
$222K – – –
WF
2696
Whelan Financial
California
$222K – – –
HWM
2697
Howard Wealth Management
Connecticut
$221K +$218K +445 New
Noesis Capital Mangement
2698
Noesis Capital Mangement
Florida
$220K – – –
HIGP
2699
Hill Investment Group Partners
Missouri
$220K -$1.96K -4 -0.9%
M. Kulyk & Associates
2700
M. Kulyk & Associates
Georgia
$220K – – –