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Name Holding Trade Value Shares
Change
Change in
Stake
B
2101
Bayban
Minnesota
$224K +$249K +702 New
PWM
2102
Penobscot Wealth Management
Maine
$223K -$64.9K -183 -21%
FCG
2103
Fielder Capital Group
Tennessee
$223K -$7.8K -22 -3%
ME
2104
McIlrath & Eck
Washington
$222K +$82.2K +232 +50%
CFP
2105
Cascade Financial Partners
California
$222K – – –
CPCM
2106
Cardinal Point Capital Management
Ontario, Canada
$221K +$44.3K +125 +22%
AIM
2107
Athena Investment Management
California
$221K -$59.5K -168 -19%
PFM
2108
Patton Fund Management
Texas
$220K -$24.8K -70 -9%
SWGC
2109
Summit Wealth Group (Colorado)
Colorado
$220K +$245K +691 New
HAIM
2110
Hunter Associates Investment Management
Pennsylvania
$220K -$218K -614 -47%
OFG
2111
Opulen Financial Group
Virginia
$220K +$2.48K +7 +1%
GIA
2112
GHP Investment Advisors
Colorado
$219K – – –
MWA
2113
MN Wealth Advisors
Kansas
$218K -$6.03K -17 -2%
VCM
2114
Vines Capital Management
Louisiana
$218K +$243K +686 New
RBC
2115
Roble Belko & Company
Pennsylvania
$217K +$124K +350 +106%
CCA
2116
Cora Capital Advisors
New Jersey
$217K +$28K +79 +13%
SWM
2117
Stronghold Wealth Management
Florida
$217K +$241K +681 New
FHWM
2118
Fox Hill Wealth Management
Massachusetts
$217K -$2.52M -7,119 -91%
MFG
2119
Magnus Financial Group
New York
$216K -$25.2K -71 -9%
MF
2120
Manchester Financial
California
$216K -$709 -2 -0.3%
OC
2121
Oarsman Capital
Wisconsin
$216K +$50.7K +143 +27%
PCA
2122
Peddock Capital Advisors
Massachusetts
$216K – – –
IIA
2123
ICW Investment Advisors
Arizona
$215K +$240K +676 New
FCM
2124
Fell Capital Management
California
$215K +$239K +675 New
PWMA
2125
Pension & Wealth Management Advisors
Massachusetts
$215K +$19.8K +56 +9%