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Name Holding Trade Value Shares
Change
Change in
Stake
MA
2101
MANA Advisors
New York
$340K +$327K +2,760 New
AFC
2102
AFT Forsyth & Company
Florida
$339K
BWM
2103
Baystate Wealth Management
Massachusetts
$338K -$2.6K -22 -0.8%
WCM
2104
Wisconsin Capital Management
Wisconsin
$336K
MA
2105
MCF Advisors
Kentucky
$336K +$118 +1 +0%
JGIA
2106
Jackson Grant Investment Advisers
Connecticut
$336K +$1.3K +11 +0.4%
RWM
2107
Raffa Wealth Management
District of Columbia
$335K +$122K +1,034 +61%
CBOR
2108
Community Bank of Raymore
Missouri
$334K
TFS
2109
TrustCore Financial Services
Tennessee
$334K +$321K +2,710 New
IWA
2110
Intercontinental Wealth Advisors
Texas
$331K -$828 -7 -0.3%
CG
2111
Corundum Group
Colorado
$330K -$343K -2,902 -52%
HWMG
2112
Hurlow Wealth Management Group
Indiana
$330K -$3.55K -30 -1%
EWM
2113
Endurance Wealth Management
Rhode Island
$330K -$118 -1 -0%
BHTS
2114
Bar Harbor Trust Services
Maine
$330K
C
2115
Cerebellum
California
$330K +$138K +1,170 +77%
OIWM
2116
OptiFour Integrated Wealth Management
Virginia
$329K -$32.3K -273 -9%
WC
2117
Weil Company
California
$329K
EPA
2118
Element Pointe Advisors
Florida
$329K +$23K +194 +8%
MC
2119
Matisse Capital
Oregon
$328K
SLT
2120
St Louis Trust
Missouri
$328K
PFA
2121
Pathway Financial Advisors
Vermont
$328K +$1.66K +14 +0.5%
GC
2122
Gilbert & Cook
Iowa
$327K +$314K +2,655 New
CAM
2123
Concorde Asset Management
Michigan
$325K -$18.9K -160 -6%
CF
2124
Corrigan Financial
Rhode Island
$324K +$101K +857 +48%
FA
2125
FCG Advisors
New Jersey
$324K -$7.57K -64 -2%