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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2926
Maltin Wealth Management
New Jersey
$316K +$22.8K +141 +7%
DSCM
2927
Del-Sette Capital Management
New York
$316K +$329K +2,040 New
1IA
2928
1834 Investment Advisors
Wisconsin
$315K +$46K +285 +16%
SPA
2929
Sentinel Pension Advisors
Massachusetts
$315K +$328K +2,033 New
SFP
2930
Sandbox Financial Partners
Maryland
$314K -$81.7K -506 -20%
TWM
2931
TMD Wealth Management
Arizona
$314K – – –
NWMG
2932
National Wealth Management Group
Ohio
$314K +$327K +2,026 New
BLC
2933
Brown, Lisle/Cummings
Rhode Island
$313K +$327K +2,024 New
Financial Engines Advisors
2934
Financial Engines Advisors
California
$313K -$124K -770 -28%
SAM
2935
S.A. Mason
Michigan
$313K – – –
TB
2936
Terril Brothers
Missouri
$313K +$12.8K +79 +4%
4WM
2937
4J Wealth Management
Virginia
$312K +$8.88K +55 +3%
BDF
2938
Black Diamond Financial
Maryland
$312K +$69.9K +433 +27%
NWM
2939
Nauset Wealth Management
Connecticut
$311K +$324K +2,008 New
CIS
2940
Continental Investors Services
Washington
$311K +$366K +2,265 New
CM
2941
Castleark Management
Illinois
$310K – – –
DC
2942
Defender Capital
North Carolina
$310K – – –
HCRE
2943
Hoya Capital Real Estate
Connecticut
$310K +$324K +2,004 New
RW
2944
REDW Wealth
New Mexico
$308K -$157K -973 -33%
RRA
2945
Round Rock Advisors
Connecticut
$308K +$321K +1,989 New
ADMI
2946
Albert D. Mason Inc
Massachusetts
$307K -$8.07K -50 -2%
FPIS
2947
Financial Planning & Information Services
Wisconsin
$307K +$20.2K +125 +7%
EFL
2948
ERn Financial LLC
Wisconsin
$307K +$31K +192 +11%
DE
2949
Day & Ennis
Georgia
$306K -$1.94K -12 -0.6%
JWM
2950
JGP Wealth Management
Oregon
$306K +$5.01K +31 +2%