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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2476
Cabot Wealth Management
Massachusetts
$426K -$68.3K -448 -13%
TF
2477
Trek Financial
Arizona
$426K +$55.2K +362 +14%
CWC
2478
Carolinas Wealth Consulting
North Carolina
$426K +$195K +1,281 +7%
OFS
2479
OneAscent Financial Services
Alabama
$424K +$10.1K +66 +2%
CIC
2480
Chilton Investment Company
Connecticut
$423K
FA
2481
Fountainhead AM
New Jersey
$423K +$2.29K +15 +0.5%
C
2482
Covestor
United Kingdom
$423K +$11.1K +73 +3%
ONST
2483
Old North State Trust
North Carolina
$421K +$446K +2,925 +97,500%
CM
2484
Caption Management
Oklahoma
$420K +$133K +869 +42%
IA
2485
Insight Advisors
Pennsylvania
$418K +$90K +590 +25%
AAMC
2486
Asset Allocation & Management Company
Illinois
$417K +$610 +4 +0.1%
Massachusetts Financial Services
2487
Massachusetts Financial Services
Massachusetts
$415K -$8.39K -55 -2%
RFN
2488
Redwood Financial Network
Ohio
$415K +$38.1K +250 +9%
CWM
2489
Campbell Wealth Management
Virginia
$415K +$441K +2,891 New
ACM
2490
Advance Capital Management
Michigan
$414K +$21.8K +143 +5%
PP
2491
Pacifica Partners
Canada
$413K -$22.9K -150 -5%
PO
2492
Private Ocean
California
$413K +$10.4K +68 +2%
EFL
2493
ERn Financial LLC
Wisconsin
$413K +$16.2K +106 +4%
NPPM
2494
North Point Portfolio Managers
Ohio
$412K
IDBONY
2495
Israel Discount Bank of New York
New York
$411K -$24.9K -163 -5%
AC
2496
ASB Consultores
Florida
$411K
GF
2497
Gries Financial
Ohio
$410K -$5.95K -39 -1%
HFS
2498
Howard Financial Services
Texas
$410K +$38.7K +254 +10%
ICP
2499
Interchange Capital Partners
Pennsylvania
$408K +$4.27K +28 +1%
LF
2500
LifeSteps Financial
California
$408K +$41.9K +275 +11%