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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
2451
Fernwood Investment Management
Massachusetts
$213K +$3.25K +60 +2%
UWPG
2452
Ullmann Wealth Partners Group
Florida
$213K +$4.34K +80 +2%
SHA
2453
Seneca House Advisors
Virginia
$212K -$37.7K -695 -15%
NA
2454
Nottingham Advisors
New York
$212K -$16.3K -300 -7%
AAM
2455
Aureus Asset Management
Massachusetts
$212K +$10.8K +200 +5%
BWL
2456
Bogart Wealth LLC
Virginia
$211K -$26.6K -491 -11%
AC
2457
Alley Company
Illinois
$211K -$3.2K -59 -1%
TA
2458
TruWealth Advisors
Louisiana
$209K
IA
2459
Insight Advisors
Pennsylvania
$209K +$1.57K +29 +0.7%
RFN
2460
RDA Financial Network
Iowa
$208K +$325 +6 +0.2%
CPSC
2461
Carl P. Sherr & Co
Massachusetts
$207K
EBSAM
2462
Eubel Brady & Suttman Asset Management
Ohio
$206K -$11.2K -206 -5%
FNWM
2463
Financial Network Wealth Management
Utah
$206K
EWP
2464
Engrave Wealth Partners
Texas
$205K -$28.1K -519 -12%
PPW
2465
Pasadena Private Wealth
California
$205K +$7.32K +135 +4%
AMM
2466
American Money Management
California
$205K +$208K +3,839 New
NEWAS
2467
N.E.W. Advisory Services
Wisconsin
$204K
RCA
2468
Ranch Capital Advisors
Florida
$204K +$651 +12 +0.3%
NCM
2469
Neumann Capital Management
California
$202K +$205K +3,788 New
CASB
2470
Cape Ann Savings Bank
Massachusetts
$201K -$25.6K -473 -11%
CWC
2471
Carolinas Wealth Consulting
North Carolina
$201K -$20K -369 -9%
FMN
2472
Financial Management Network
California
$201K +$6.67K +123 +3%
JSC
2473
Jackson Square Capital
California
$201K +$205K +3,773 New
BWM
2474
BCS Wealth Management
Tennessee
$201K +$205K +3,776 New
HNW
2475
High Note Wealth
Minnesota
$200K -$271 -5 -0.1%