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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1226
Cribstone Capital Management
Maine
$49K +$52.2K +240 New
FRA
1227
Front Row Advisors
California
$48K
TFO
1228
Tarbox Family Office
California
$46K
ADL
1229
Asset Dedication LLC
California
$45K -$21.7K -100 -32%
HDIM
1230
Hanson & Doremus Investment Management
Vermont
$44K -$18.5K -85 -28%
WWM
1231
Wolff Wiese Magana
California
$43K +$1.3K +6 +3%
MFT
1232
Moisand Fitzgerald Tamayo
Florida
$42K +$44.6K +205 New
CA
1233
Centerpoint Advisors
Massachusetts
$41K
CBT
1234
Central Bank & Trust
Kentucky
$41K
RCM
1235
Regency Capital Management
Hawaii
$41K
TF
1236
TimeScale Financial
Massachusetts
$41K +$217 +1 +0.5%
NR
1237
Newfound Research
Massachusetts
$41K +$42.8K +197 New
CMA
1238
Cedar Mountain Advisors
Oregon
$40K
KTC
1239
Kistler-Tiffany Companies
Pennsylvania
$37K
GWS
1240
Glassman Wealth Services
Virginia
$37K +$3.04K +14 +8%
ONST
1241
Old North State Trust
North Carolina
$36K
LWM
1242
Liberty Wealth Management
California
$36K +$8.48K +39 +29%
O
1243
Ossiam
France
$35K -$136K -625 -80%
WBC
1244
West Branch Capital
Massachusetts
$35K +$37.2K +171 New
SWM
1245
Sugarloaf Wealth Management
Georgia
$33K
PFGIA
1246
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$1.96K +9 +6%
PWMG
1247
Prestige Wealth Management Group
New Jersey
$31K -$107K -493 -77%
CWP
1248
Concord Wealth Partners
Virginia
$31K -$1.52K -7 -4%
FWM
1249
Focused Wealth Management
New York
$31K +$217 +1 +0.7%
SB
1250
Strategic Blueprint
Georgia
$31K +$33K +152 New