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Name Holding Trade Value Shares
Change
Change in
Stake
FCC
3026
Flower City Capital
New York
$464K
MWM
3027
Mattern Wealth Management
Kansas
$463K -$219K -600 -34%
PCM
3028
Princeton Capital Management
New Jersey
$462K +$365 +1 +0.1%
EMAM
3029
Encompass More Asset Management
California
$461K +$66.7K +183 +19%
FAG
3030
Fortitude Advisory Group
Washington
$459K -$18.6K -51 -4%
AIM
3031
AHL Investment Management
Florida
$459K -$3.65K -10 -0.9%
PRI
3032
Prepared Retirement Institute
Pennsylvania
$459K +$1.82K +5 +0.4%
PWA
3033
Physician Wealth Advisors
Utah
$458K +$28.4K +78 +8%
LAM
3034
Lewis Asset Management
California
$457K +$77.3K +212 +23%
GAMC
3035
Garner Asset Management Corp
Texas
$457K +$411K +1,127 New
CVM
3036
Cheviot Value Management
California
$456K
4WM
3037
49 Wealth Management
Texas
$456K +$56.2K +154 +16%
GWM
3038
Gitterman Wealth Management
New Jersey
$455K +$129K +354 +46%
RTC
3039
Riverview Trust Company
Washington
$455K +$6.57K +18 +2%
HGA
3040
Hobbs Group Advisors
South Carolina
$454K
GPWA
3041
Great Point Wealth Advisors
Massachusetts
$454K +$23.7K +65 +6%
PAM
3042
Peak Asset Management
Colorado
$453K
BA
3043
Bellwether Advisors
Nebraska
$453K +$729 +2 +0.2%
SCM
3044
Saxony Capital Management
Missouri
$452K +$15K +41 +4%
CH
3045
Canton Hathaway
Rhode Island
$452K
DBIA
3046
Dumont & Blake Investment Advisors
New Jersey
$451K -$406K -1,113 -50%
IPWA
3047
International Private Wealth Advisors
California
$450K -$16.8K -46 -4%
NWA
3048
Navis Wealth Advisors
New York
$450K
WSWA
3049
Warren Street Wealth Advisors
California
$449K -$10.9K -30 -3%
MBI
3050
May Barnhard Investments
Maryland
$449K