Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1801
Avaii Wealth Management
Wisconsin
$262K -$322K -8,535 -55%
GI
1802
Gradient Investments
Minnesota
$262K -$30.4K -806 -10%
FB
1803
First Bancorp
Maine
$262K -$75.5K -2,000 -22%
PPWM
1804
Paragon Private Wealth Management
Kentucky
$261K +$267K +7,073 New
VWM
1805
Valley Wealth Managers
New Jersey
$260K – – –
BCM
1806
Boltwood Capital Management
California
$260K +$1.89K +50 +0.7%
FWP
1807
Family Wealth Partners
North Carolina
$260K – – –
RIA
1808
Regal Investment Advisors
Michigan
$259K +$265K +7,025 New
TWA
1809
Tulsa Wealth Advisors
Oklahoma
$259K +$265K +7,020 New
DF
1810
Donoghue Forlines
Massachusetts
$258K +$264K +7,001 New
IF
1811
Ironwood Financial
Arizona
$258K +$221K +5,863 New
FFG
1812
Fiduciary Financial Group
California
$258K +$9.33K +247 +4%
IIM
1813
Ironwood Investment Management
Massachusetts
$257K – – –
HCMG
1814
Howard Capital Management Group
California
$256K – – –
VWA
1815
VSM Wealth Advisory
Maryland
$255K – – –
LCWP
1816
Legacy Capital Wealth Partners
Arkansas
$255K -$369K -9,763 -59%
AFG
1817
Allegheny Financial Group
Pennsylvania
$255K -$19.5K -517 -7%
MWA
1818
Medallion Wealth Advisors
Connecticut
$254K +$5.36K +142 +2%
ACP
1819
Aviance Capital Partners
Florida
$254K -$60.5K -1,601 -19%
MIFH
1820
Migdal Insurance & Financial Holdings
Israel
$254K +$110K +2,918 +74%
MSR
1821
Main Street Research
Connecticut
$253K -$10.8K -287 -4%
MFS
1822
Madrona Financial Services
Washington
$253K -$8.23K -218 -3%
AA
1823
Alesco Advisors
New York
$253K -$642 -17 -0.2%
WWMSC
1824
Wagner Wealth Management (South Carolina)
South Carolina
$253K -$48.9K -1,296 -16%
RT
1825
Rockland Trust
Massachusetts
$251K +$257K +6,810 New