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Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
1501
Beirne Wealth Consulting Services
Connecticut
$185K -$1.18M -19,480 -87%
PFO
1502
Pathstone Family Office
New Jersey
$185K +$3.33K +55 +2%
ISB
1503
Iowa State Bank
Iowa
$184K -$6.06K -100 -3%
ODG
1504
O'Dell Group
Ohio
$184K +$2.48K +41 +1%
B
1505
Bridgeworth
Alabama
$184K +$4.18K +69 +3%
IHWM
1506
Iron Horse Wealth Management
Iowa
$183K
TCM
1507
Tufton Capital Management
Maryland
$183K +$170K +2,801 New
PH
1508
Pinnacle Holdings
Oklahoma
$183K
CRI
1509
Colonial River Investments
Virginia
$182K -$5.63K -93 -3%
RG
1510
Retirement Group
California
$182K +$30.1K +497 +22%
FCFC
1511
First Commonwealth Financial Corp
Pennsylvania
$181K
HCM
1512
Hutchinson Capital Management
California
$181K
LF
1513
LifeSteps Financial
California
$181K
VWM
1514
Valley Wealth Managers
New Jersey
$180K +$24.3K +402 +17%
DCM
1515
Dimension Capital Management
Florida
$179K
WDA
1516
Wendell David Associates
New Hampshire
$179K +$4.24K +70 +3%
CWP
1517
CFM Wealth Partners
Texas
$178K -$6.06K -100 -4%
SMF
1518
Sterling Manor Financial
New York
$178K
CPA
1519
Cowen Prime Advisors
New York
$177K
TWM
1520
Tradition Wealth Management
Minnesota
$177K +$121 +2 +0.1%
PP
1521
PDS Planning
Ohio
$177K +$30.9K +510 +23%
SAM
1522
SignalPoint Asset Management
Missouri
$176K +$848 +14 +0.5%
M
1523
MOTCO
Texas
$175K -$18.2K -301 -10%
BIAS
1524
Beacon Investment Advisory Services
New Jersey
$174K -$83.2K -1,373 -34%
ADL
1525
Asset Dedication LLC
California
$174K -$14.7K -242 -8%