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Name Holding Trade Value Shares
Change
Change in
Stake
IFS
2626
Ifrah Financial Services
Arkansas
$407K -$5.61K -19 -1%
MWM
2627
Mascoma Wealth Management
New Hampshire
$407K +$16.5K +56 +4%
ABLA
2628
Alan B. Lancz & Associates
Ohio
$406K -$49.6K -168 -11%
CC
2629
Commons Capital
Massachusetts
$405K – – –
PCMN
2630
Paradigm Capital Management (Nevada)
Nevada
$404K +$7.38K +25 +2%
SFPM
2631
Sensible Financial Planning & Management
Massachusetts
$404K +$435K +1,473 New
OFW
2632
Omnia Family Wealth
Florida
$403K – – –
SWM
2633
Selective Wealth Management
Virginia
$403K +$1.48K +5 +0.3%
WS
2634
Wela Strategies
Georgia
$403K +$1.48K +5 +0.3%
SWIM
2635
Smallwood Wealth Investment Management
New Jersey
$403K +$17.7K +60 +4%
MPCL
2636
My Personal CFO LLC
Washington
$401K +$33.4K +113 +8%
CCA
2637
Conservest Capital Advisors
Pennsylvania
$400K +$12.1K +41 +3%
HA
2638
Harfst & Associates
Wyoming
$400K +$12.7K +43 +3%
CIC
2639
Chase Investment Counsel
Virginia
$399K +$590 +2 +0.1%
GAM
2640
Gemmer Asset Management
California
$399K +$32.2K +109 +8%
F4L
2641
Fortune 45 LLC
Louisiana
$398K +$49.3K +167 +13%
CF
2642
Corrigan Financial
Rhode Island
$397K -$28.3K -96 -6%
SVCP
2643
Silicon Valley Capital Partners
California
$397K -$400K -1,355 -48%
CM
2644
Columbus Macro
Pennsylvania
$397K +$427K +1,446 New
MA
2645
Mezzasalma Advisors
New Jersey
$396K +$886 +3 +0.2%
CM
2646
Capula Management
Cayman Islands
$396K +$199K +675 +88%
CA
2647
Crewe Advisors
Utah
$395K +$273K +924 +179%
WA
2648
Wealthstream Advisors
New York
$393K +$3.25K +11 +0.8%
LJHT
2649
Laurie J. Hall Trustee
$392K – – –
KFA
2650
Kelleher Financial Advisors
New York
$392K +$221K +750 +110%