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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
2501
Cascade Financial Partners
California
$319K +$22.3K +470 +8%
AGC
2502
Aspen Grove Capital
Colorado
$319K +$760 +16 +0.2%
MCM
2503
MV Capital Management
Maryland
$318K -$522 -11 -0.2%
SN
2504
Sittner & Nelson
Oregon
$318K -$45.1K -950 -12%
VAS
2505
Valicenti Advisory Services
New York
$318K +$475 +10 +0.1%
HTHT
2506
Hemenway Trust Hemenway Trust
New Hampshire
$318K -$58.7K -1,237 -16%
HTIM
2507
Harbour Trust & Investment Management
Indiana
$317K -$159K -3,339 -33%
MAG
2508
MRA Advisory Group
New Jersey
$317K +$63.9K +1,346 +25%
CA
2509
Cortland Associates
Missouri
$316K -$8.55K -180 -3%
WG
2510
Watchman Group
Texas
$316K -$35.6K -750 -10%
FWTB
2511
First Western Trust Bank
Colorado
$315K -$380 -8 -0.1%
FWP
2512
Firethorn Wealth Partners
Georgia
$315K +$85.8K +1,808 +37%
TAM
2513
Todd Asset Management
Kentucky
$315K
EBT
2514
Enterprise Bank & Trust
Massachusetts
$315K +$4.42K +93 +1%
GI
2515
Gradient Investments
Minnesota
$314K -$141K -2,964 -31%
NFSG
2516
Newbridge Financial Services Group
Florida
$314K +$64.5K +1,358 +26%
WCF
2517
West Coast Financial
California
$314K -$190K -3,996 -38%
BWP
2518
BSW Wealth Partners
Colorado
$313K +$11.9K +250 +4%
WFS
2519
Widmann Financial Services
Maryland
$313K -$4.84K -102 -2%
SCM
2520
Steele Capital Management
Iowa
$313K
MCWS
2521
McKinley Carter Wealth Services
West Virginia
$311K -$75.6K -1,592 -20%
HP
2522
Holistic Planning
Texas
$310K
AWP
2523
Abacus Wealth Partners
California
$309K +$13.9K +293 +5%
HWM
2524
Hemington Wealth Management
Virginia
$309K +$8.45K +178 +3%
BC
2525
Brio Consultants
California
$309K +$309K +6,503 New