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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
2301
Mark Sheptoff Financial Planning
Connecticut
$124K
NF
2302
Norwood Financial
Pennsylvania
$124K -$6.97K -200 -5%
BC
2303
Barrett & Company
Rhode Island
$123K +$35 +1 +0%
NFSG
2304
Newbridge Financial Services Group
Florida
$121K -$158K -4,545 -57%
CWC
2305
Carolinas Wealth Consulting
North Carolina
$117K -$12.1K -346 -2%
CWM
2306
Cranbrook Wealth Management
Michigan
$115K
RDFA
2307
Ritter Daniher Financial Advisory
Ohio
$114K
BCMLT
2308
Beacon Capital Management LLC (Tennessee)
Tennessee
$113K
CCMI
2309
Creative Capital Management Investments
California
$112K -$3.45K -99 -3%
CM
2310
Capula Management
Cayman Islands
$111K +$109K +3,125 New
AFG
2311
Albion Financial Group
Utah
$109K
BHWM
2312
Beaird Harris Wealth Management
Texas
$104K
CMA
2313
Cedar Mountain Advisors
Oregon
$104K -$15.5K -446 -13%
Kayne Anderson Rudnick Investment Management
2314
Kayne Anderson Rudnick Investment Management
California
$103K +$2.06K +59 +2%
IHWM
2315
Iron Horse Wealth Management
Iowa
$102K +$4.04K +116 +4%
RW
2316
RVW Wealth
California
$101K +$99.3K +2,850 New
CFG
2317
CKW Financial Group
Hawaii
$101K -$1.74K -50 -2%
MLA
2318
MB, Levis & Associates
Pennsylvania
$98.6K +$279 +8 +0.3%
FCMT
2319
Founders Capital Management (Texas)
Texas
$94.3K -$41.1K -1,180 -31%
CTA
2320
Colonial Trust Advisors
South Carolina
$93.7K +$1.74K +50 +2%
PO
2321
Private Ocean
California
$93.4K +$6.97K +200 +8%
AW
2322
Avion Wealth
Texas
$93K +$1.39K +40 +2%
PWMA
2323
Pension & Wealth Management Advisors
Massachusetts
$91.7K -$94.4K -2,711 -51%
MFG
2324
Mendota Financial Group
Wisconsin
$91.4K -$6.69K -192 -7%
AA
2325
AlphaMark Advisors
Kentucky
$91K +$35 +1 +0%