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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2626
Mascoma Wealth Management
New Hampshire
$407K +$16.5K +56 +4%
ABLA
2627
Alan B. Lancz & Associates
Ohio
$406K -$49.6K -168 -11%
CC
2628
Commons Capital
Massachusetts
$405K
PCMN
2629
Paradigm Capital Management (Nevada)
Nevada
$404K +$7.38K +25 +2%
SFPM
2630
Sensible Financial Planning & Management
Massachusetts
$404K +$435K +1,473 New
OFW
2631
Omnia Family Wealth
Florida
$403K
SWM
2632
Selective Wealth Management
Virginia
$403K +$1.48K +5 +0.3%
WS
2633
Wela Strategies
Georgia
$403K +$1.48K +5 +0.3%
SWIM
2634
Smallwood Wealth Investment Management
New Jersey
$403K +$17.7K +60 +4%
MPCL
2635
My Personal CFO LLC
Washington
$401K +$33.4K +113 +8%
CCA
2636
Conservest Capital Advisors
Pennsylvania
$400K +$12.1K +41 +3%
HA
2637
Harfst & Associates
Wyoming
$400K +$12.7K +43 +3%
CIC
2638
Chase Investment Counsel
Virginia
$399K +$590 +2 +0.1%
GAM
2639
Gemmer Asset Management
California
$399K +$32.2K +109 +8%
F4L
2640
Fortune 45 LLC
Louisiana
$398K +$49.3K +167 +13%
CF
2641
Corrigan Financial
Rhode Island
$397K -$28.3K -96 -6%
SVCP
2642
Silicon Valley Capital Partners
California
$397K -$400K -1,355 -48%
CM
2643
Columbus Macro
Pennsylvania
$397K +$427K +1,446 New
MA
2644
Mezzasalma Advisors
New Jersey
$396K +$886 +3 +0.2%
CM
2645
Capula Management
Cayman Islands
$396K +$199K +675 +88%
CA
2646
Crewe Advisors
Utah
$395K +$273K +924 +179%
WA
2647
Wealthstream Advisors
New York
$393K +$3.25K +11 +0.8%
LJHT
2648
Laurie J. Hall Trustee
$392K
KFA
2649
Kelleher Financial Advisors
New York
$392K +$221K +750 +110%
DAC
2650
Dividend Assets Capital
South Carolina
$391K