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Name Holding Trade Value Shares
Change
Change in
Stake
WPP
2151
Whalerock Point Partners
Rhode Island
$368K – – –
VAF
2152
Values Added Financial
District of Columbia
$368K +$1.09K +6 +0.3%
PGF
2153
Plan Group Financial
Oklahoma
$367K +$350K +1,920 New
FA
2154
Fagan Associates
New York
$367K -$912 -5 -0.3%
EBT
2155
Enterprise Bank & Trust
Massachusetts
$365K +$730 +4 +0.2%
FWI
2156
Facet Wealth Inc
Maryland
$365K +$1.64K +9 +0.4%
MHR
2157
Matthew Hamilton Rosenberg
$365K -$35.6K -195 -9%
RTC
2158
Riverview Trust Company
Washington
$364K -$73K -400 -17%
NRC
2159
New Republic Capital
North Carolina
$364K +$111K +608 +47%
C
2160
Certuity
Florida
$363K +$3.65K +20 +1%
CHAM
2161
Clear Harbor Asset Management
Connecticut
$363K +$24.6K +135 +8%
CWA
2162
Continuum Wealth Advisors
New York
$363K +$29.9K +164 +9%
BFG
2163
Beacon Financial Group
Texas
$363K +$18.1K +99 +5%
PRWA
2164
Platte River Wealth Advisors
Colorado
$363K -$45.6K -250 -12%
CC
2165
Capital Counsel
New York
$363K – – –
PJSIMP
2166
P.J. Schmidt Investment Management (PJS)
Wisconsin
$362K – – –
VCAM
2167
Van Cleef Asset Management
Ohio
$361K – – –
FIB
2168
First Interstate Bank
Montana
$361K +$37.9K +208 +12%
FFG
2169
Frisch Financial Group
New York
$360K +$94.3K +517 +38%
Vanguard Capital Wealth Advisors
2170
Vanguard Capital Wealth Advisors
Colorado
$359K +$1.64K +9 +0.5%
PWM
2171
Prosperity Wealth Management
California
$359K +$45.6K +250 +15%
GEA
2172
Glen Eagle Advisors
New Jersey
$358K +$54.7K +300 +19%
SPIS
2173
Steward Partners Investment Solutions
Oregon
$358K +$342K +1,874 New
SKK
2174
Shepherd Kaplan Krochuk
Massachusetts
$357K +$341K +1,867 New
COCM
2175
Charter Oak Capital Management
New Hampshire
$356K +$26.3K +144 +8%