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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2251
Baystate Wealth Management
Massachusetts
$149K -$75.5K -2,720 -33%
HWMA
2252
Heritage Wealth Management (Arizona)
Arizona
$149K +$70.2K +2,527 +82%
PAI
2253
Pittenger & Anderson Inc
Nebraska
$148K -$20.2K -727 -11%
FP
2254
Financial Perspectives
Minnesota
$144K -$338K -12,154 -69%
SIS
2255
Sound Income Strategies
Florida
$140K +$22.1K +794 +18%
M
2256
MOTCO
Texas
$139K -$12.5K -450 -8%
FCMT
2257
Founders Capital Management (Texas)
Texas
$139K
LS
2258
Livforsakringsbolaget Skandia
Sweden
$134K
HF
2259
Halpern Financial
Virginia
$132K +$117K +4,200 +525%
DCM
2260
Dupont Capital Management
Delaware
$131K -$185K -6,644 -57%
SIM
2261
Studio Investment Management
Illinois
$131K +$5.92K +213 +4%
WWM
2262
Wolff Wiese Magana
California
$130K -$31.3K -1,126 -19%
CMA
2263
Cedar Mountain Advisors
Oregon
$127K -$14.3K -516 -10%
MSCM
2264
McElhenny Sheffield Capital Management
Texas
$127K +$133K +4,799 New
MME
2265
Meag Munich Ergo
Germany
$125K
BHWM
2266
Beaird Harris Wealth Management
Texas
$122K -$4.08K -147 -3%
EE
2267
EWG Elevate
California
$120K +$127K +4,557 New
TIM
2268
Tortoise Investment Management
New York
$119K -$17.9K -646 -13%
RDIA
2269
RE Dickinson Investment Advisors
Iowa
$119K
DCBT
2270
Dakota Community Bank & Trust
North Dakota
$117K -$14.9K -536 -11%
RA
2271
Rise Advisors
New York
$117K +$24.4K +877 +25%
PPC
2272
Park Place Capital
Alabama
$115K +$121K +4,347 New
MSFP
2273
Mark Sheptoff Financial Planning
Connecticut
$113K
BCP
2274
Blue Chip Partners
Michigan
$113K -$144K -5,195 -55%
Kayne Anderson Rudnick Investment Management
2275
Kayne Anderson Rudnick Investment Management
California
$113K +$805 +29 +0.7%