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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2926
Mascoma Wealth Management
New Hampshire
$156K -$1.46K -27 -0.9%
HI
2927
Hoey Investments
Pennsylvania
$151K -$60.3K -1,117 -28%
CFG
2928
CKW Financial Group
Hawaii
$148K +$108 +2 +0.1%
FCMT
2929
Founders Capital Management (Texas)
Texas
$147K -$136K -2,521 -48%
FSWA
2930
Financial Synergies Wealth Advisors
Texas
$147K +$593 +11 +0.4%
BCM
2931
Basso Capital Management
Connecticut
$146K +$37.8K +700 +35%
CCC
2932
Chelsea Counsel Company
California
$143K
HFM
2933
Hartford Financial Management
Connecticut
$140K +$378 +7 +0.3%
SC
2934
Stephens Consulting
Michigan
$140K
SWA
2935
Sutton Wealth Advisors
Florida
$138K +$4.53K +84 +3%
OCM
2936
Orion Capital Management
California
$137K +$137K +2,546 New
FA
2937
Financial Avengers
California
$137K +$137K +2,541 New
FC
2938
Family CFO
California
$136K +$5.56K +103 +4%
SWM
2939
Sugarloaf Wealth Management
Georgia
$133K -$10.4K -192 -7%
YDMI
2940
Y.D. More Investments
Israel
$126K
HFS
2941
HBC Financial Services
Washington
$124K
NFSG
2942
Newbridge Financial Services Group
Florida
$121K -$4.1K -76 -3%
NECFA
2943
New England Capital Financial Advisors
Connecticut
$121K +$863 +16 +0.7%
WAM
2944
WFA Asset Management
Wisconsin
$120K -$59.7K -1,107 -33%
SSG
2945
Summit Securities Group
New York
$116K -$66.8K -1,239 -36%
BIA
2946
Bell Investment Advisors
California
$116K +$12.4K +230 +12%
DWA
2947
Dougherty Wealth Advisers
Minnesota
$116K
VAG
2948
VisionPoint Advisory Group
Texas
$114K +$105K +1,954 +1,143%
EARNEST Partners
2949
EARNEST Partners
Georgia
$109K
FMTCOCP
2950
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$109K