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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1551
Mascoma Wealth Management
New Hampshire
$6K -$5.6K -400 -43%
PK
1552
Pflug Koory
Nebraska
$6K -$2.8K -200 -29%
FNBOSM
1553
First National Bank of South Miami
Florida
$6K – – –
GI
1554
GS Investments
Minnesota
$6K – – –
KFP
1555
KB Financial Partners
New Jersey
$6K – – –
PPWM
1556
PFG Private Wealth Management
Florida
$6K – – –
SJIM
1557
St. Johns Investment Management
Florida
$6K – – –
UIA
1558
Ulland Investment Advisors
Minnesota
$6K – – –
WB
1559
Webster Bank
Connecticut
$6K – – –
CMP
1560
Coston McIsaac & Partners
Maine
$6K +$14 +1 +0.2%
DAC
1561
Dividend Assets Capital
South Carolina
$6K +$14 +1 +0.2%
CIR
1562
Clear Investment Research
Georgia
$6K +$70 +5 +1%
FWA
1563
FSC Wealth Advisors
New York
$6K +$7K +500 New
BA
1564
Bellwether Advisors
Nebraska
$6K +$7.22K +516 +860%
AWM
1565
Abound Wealth Management
Tennessee
$5.72K +$7.14K +510 New
SAM
1566
Strategic Asset Management
Minnesota
$5K -$9.38K -670 -57%
LWP
1567
Lumature Wealth Partners
Georgia
$5K +$6.24K +446 New
AP
1568
Advisors Preferred
Maryland
$5K +$6.52K +466 New
CSPAM
1569
Cary Street Partners Asset Management
Virginia
$5K +$6.77K +484 New
RVM
1570
Robinson Value Management
Texas
$5K +$6.82K +487 New
HF
1571
Halpern Financial
Virginia
$4.21K -$14.3K -1,022 -73%
RWM
1572
Raffa Wealth Management
District of Columbia
$4.01K – – –
PB
1573
Pinnacle Bancorp
Nebraska
$4K -$2.8K -200 -33%
AFS
1574
Annapolis Financial Services
Maryland
$4K – – –
ICM
1575
Islay Capital Management
Texas
$4K – – –