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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1801
Valley Wealth Managers
New Jersey
$260K
BCM
1802
Boltwood Capital Management
California
$260K +$1.89K +50 +0.7%
FWP
1803
Family Wealth Partners
North Carolina
$260K
RIA
1804
Regal Investment Advisors
Michigan
$259K +$265K +7,025 New
TWA
1805
Tulsa Wealth Advisors
Oklahoma
$259K +$265K +7,020 New
DF
1806
Donoghue Forlines
Massachusetts
$258K +$264K +7,001 New
IF
1807
Ironwood Financial
Arizona
$258K +$221K +5,863 New
FFG
1808
Fiduciary Financial Group
California
$258K +$9.33K +247 +4%
IIM
1809
Ironwood Investment Management
Massachusetts
$257K
HCMG
1810
Howard Capital Management Group
California
$256K
VWA
1811
VSM Wealth Advisory
Maryland
$255K
LCWP
1812
Legacy Capital Wealth Partners
Arkansas
$255K -$369K -9,763 -59%
AFG
1813
Allegheny Financial Group
Pennsylvania
$255K -$19.5K -517 -7%
MWA
1814
Medallion Wealth Advisors
Connecticut
$254K +$5.36K +142 +2%
ACP
1815
Aviance Capital Partners
Florida
$254K -$60.5K -1,601 -19%
MIFH
1816
Migdal Insurance & Financial Holdings
Israel
$254K +$110K +2,918 +74%
MSR
1817
Main Street Research
Connecticut
$253K -$10.8K -287 -4%
MFS
1818
Madrona Financial Services
Washington
$253K -$8.23K -218 -3%
AA
1819
Alesco Advisors
New York
$253K -$642 -17 -0.2%
WWMSC
1820
Wagner Wealth Management (South Carolina)
South Carolina
$253K -$48.9K -1,296 -16%
RT
1821
Rockland Trust
Massachusetts
$251K +$257K +6,810 New
HPIA
1822
Hamilton Point Investment Advisors
North Carolina
$251K
MPM
1823
Meritage Portfolio Management
Kansas
$251K
LCM
1824
Logan Capital Management
Pennsylvania
$251K
AF
1825
Alerus Financial
North Dakota
$250K +$11.3K +300 +5%