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Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
2401
Kohmann Bosshard Financial Services
Ohio
$242K +$348 +2 +0.1%
FRM
2402
Foundation Resource Management
Arkansas
$242K – – –
CWS
2403
Cypress Wealth Services
California
$241K +$10.6K +61 +5%
EWM
2404
Evermay Wealth Management
Virginia
$241K +$30.9K +178 +15%
PCMC
2405
Planning Capital Management Corporation
Pennsylvania
$241K +$1.39K +8 +0.6%
APS
2406
American Planning Services
Florida
$241K +$20.3K +117 +9%
LODC
2407
Lanham O'Dell & Company
West Virginia
$240K +$521 +3 +0.2%
NC
2408
NBW Capital
Massachusetts
$239K -$95.2K -548 -28%
STB
2409
S&T Bank
Pennsylvania
$239K – – –
AMG
2410
Asset Management Group
Connecticut
$239K +$2.26K +13 +1%
RWM
2411
Rockline Wealth Management
New York
$239K +$240K +1,381 New
NCM
2412
Nelson Capital Management
California
$239K -$2.61K -15 -1%
MSR
2413
Main Street Research
Connecticut
$238K +$2.08K +12 +0.9%
FRA
2414
Front Row Advisors
California
$238K – – –
SA
2415
Skyline Advisors
Washington
$238K +$1.74K +10 +0.7%
BCM
2416
Beck Capital Management
Texas
$237K -$10.9K -63 -4%
PA
2417
Pineridge Advisors
Missouri
$237K +$1.91K +11 +0.8%
IDBONY
2418
Israel Discount Bank of New York
New York
$236K -$217K -1,246 -48%
AT
2419
Avalon Trust
New Mexico
$235K – – –
EI
2420
Ellevest Inc
New York
$235K +$2.61K +15 +1%
KA
2421
Kooman & Associates
Pennsylvania
$235K +$348 +2 +0.1%
WCF
2422
West Coast Financial
California
$235K +$18.4K +106 +8%
AWP
2423
Abacus Wealth Partners
California
$234K +$8.34K +48 +4%
SC
2424
Schiavi & Co
Delaware
$234K – – –
NCM
2425
Noesis Capital Mangement
Florida
$233K +$234K +1,345 New