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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1626
Plante Moran Financial Advisors
Michigan
$49.9K +$1.85K +27 +4%
FLP
1627
Financial Life Planners
Arizona
$49.5K +$45K +656 New
WWM
1628
Wolff Wiese Magana
California
$49.1K – – –
HDIM
1629
Hanson & Doremus Investment Management
Vermont
$49K +$10.5K +153 +31%
WBC
1630
West Branch Capital
Massachusetts
$48.3K – – –
PWA
1631
Physician Wealth Advisors
Utah
$47.9K +$24.8K +362 +132%
BWL
1632
Bogart Wealth LLC
Virginia
$46.6K +$343 +5 +0.8%
MCM
1633
MV Capital Management
Maryland
$46.4K -$6.03K -88 -13%
MHR
1634
Matthew Hamilton Rosenberg
$45.8K – – –
PCC
1635
Park Circle Company
Maryland
$45.2K -$27.4K -400 -40%
MMCM
1636
Murphy & Mullick Capital Management
New York
$45.2K -$43.2K -631 -51%
TFM
1637
TFC Financial Management
Massachusetts
$44.1K +$3.5K +51 +10%
FWA
1638
Flagship Wealth Advisors
Massachusetts
$43.8K +$16K +233 +67%
CTA
1639
Colonial Trust Advisors
South Carolina
$43.2K +$22.2K +324 +130%
FCT
1640
First Community Trust
Iowa
$42.4K – – –
AWM
1641
AllSquare Wealth Management
New York
$41.5K – – –
PP
1642
Pacifica Partners
Canada
$41K +$8.5K +124 +30%
CPG
1643
Cornerstone Planning Group
New Jersey
$40.8K +$2.26K +33 +7%
CAM
1644
Chesapeake Asset Management
New York
$40.7K – – –
AP
1645
Atwood & Palmer
Missouri
$40.3K -$19.5K -285 -35%
VWA
1646
VSM Wealth Advisory
Maryland
$39.6K – – –
MWM
1647
Mascoma Wealth Management
New Hampshire
$39.4K – – –
MSG
1648
Main Street Group
Virginia
$39.4K -$54.8K -800 -61%
CH
1649
Canton Hathaway
Rhode Island
$38K +$2.95K +43 +9%
FFC
1650
First Financial Corp
Indiana
$37.7K -$6.85K -100 -17%