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Name Holding Trade Value Shares
Change
Change in
Stake
HFA
2676
High Falls Advisors
New York
$270K
ML
2677
McAdam LLC
Pennsylvania
$270K +$1.1K +4 +0.5%
MWM
2678
Mascoma Wealth Management
New Hampshire
$270K +$11K +40 +5%
GCMG
2679
Gyroscope Capital Management Group
Florida
$269K
MF
2680
Montis Financial
Massachusetts
$269K +$9.37K +34 +4%
AWS
2681
AJ Wealth Strategies
New York
$268K
AC
2682
Addison Capital
Pennsylvania
$268K +$5.79K +21 +2%
IF
2683
IRON Financial
Illinois
$267K -$55.7K -202 -19%
LWP
2684
Legacy Wealth Planning
Nevada
$267K
AAM
2685
Augustine Asset Management
Florida
$266K
JFG
2686
JMG Financial Group
Illinois
$266K
CTB
2687
Country Trust Bank
Illinois
$266K +$4.41K +16 +2%
CPIA
2688
Cornell Pochily Investment Advisors
New York
$265K -$60.1K -218 -20%
CFAM
2689
Center For Asset Management
Florida
$265K -$4.96K -18 -2%
C1AG
2690
Client 1st Advisory Group
Florida
$265K +$1.1K +4 +0.5%
KBFS
2691
Kohmann Bosshard Financial Services
Ohio
$264K +$827 +3 +0.3%
SWM
2692
Soundmark Wealth Management
Washington
$262K
NA
2693
Nottingham Advisors
New York
$260K -$25.6K -93 -10%
CVM
2694
Cheviot Value Management
California
$260K +$235K +852 New
HIM
2695
Hanlon Investment Management
New Jersey
$259K -$485K -1,758 -67%
WJA
2696
Willis Johnson & Associates
Texas
$259K -$23.2K -84 -9%
JGUA
2697
John G. Ullman & Associates
New York
$259K -$13.8K -50 -6%
GKIM
2698
GW&K Investment Management
Massachusetts
$259K
CA
2699
Crumly & Associates
Illinois
$259K +$1.1K +4 +0.5%
KC
2700
Kingfisher Capital
North Carolina
$259K +$233K +847 New