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Name Holding Trade Value Shares
Change
Change in
Stake
FDCC
1876
Foster Dykema Cabot & Co
Massachusetts
$251K -$10.2K -76 -4%
RWM
1877
Rench Wealth Management
Texas
$251K +$2.94K +22 +1%
MFW
1878
Mosaic Family Wealth
Missouri
$251K +$253K +1,892 New
SAS
1879
Sanford Advisory Services
Michigan
$250K -$55.9K -418 -18%
KIC
1880
Keating Investment Counselors
Florida
$250K
BAM
1881
Boyar Asset Management
New York
$249K
BCB
1882
Brian C. Broderick
$249K
FA
1883
Fiducient Advisors
Illinois
$248K
TI
1884
Truepoint Inc
Ohio
$248K
CWG
1885
Cornerstone Wealth Group
North Carolina
$247K +$16.2K +121 +7%
VBFG
1886
Vishria Bird Financial Group
Tennessee
$246K +$247K +1,850 New
WCM
1887
WealthBridge Capital Management
Ohio
$245K -$802 -6 -0.3%
ECAM
1888
East Coast Asset Management
Massachusetts
$245K
GA
1889
Gateway Advisory
New Jersey
$244K -$101K -756 -29%
HCP
1890
Hexagon Capital Partners
Arkansas
$244K +$14.6K +109 +6%
CPWA
1891
Cerro Pacific Wealth Advisors
California
$243K
HFA
1892
High Falls Advisors
New York
$243K
SIMM
1893
Stillwater Investment Management (Minnesota)
Minnesota
$243K +$802 +6 +0.3%
SCI
1894
Stableford Capital II
Arizona
$242K
DA
1895
DCM Advisors
New York
$241K -$4.95K -37 -2%
DI
1896
DFPG Investments
Utah
$241K +$235K +1,757 New
JWM
1897
Jupiter Wealth Management
Colorado
$240K -$699K -5,230 -71%
LDFR
1898
Lehman & Derafelo Financial Resources
Pennsylvania
$240K -$19.5K -146 -7%
FA
1899
Faithward Advisors
Pennsylvania
$240K
TC
1900
Trust Company
Kansas
$240K +$17.9K +134 +8%