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Name Holding Trade Value Shares
Change
Change in
Stake
FTIS
1501
First Trust Investment Solutions
Florida
$371K -$37.7K -59 -9%
FA
1502
Fermata Advisors
California
$371K +$20.4K +32 +6%
BOH
1503
Bank of Hawaii
Hawaii
$370K -$259K -406 -41%
RMC
1504
Resources Management Corp
Connecticut
$370K -$5.11K -8 -1%
BP
1505
BBR Partners
New York
$370K -$13.4K -21 -3%
TPWA
1506
Twin Peaks Wealth Advisors
California
$368K -$45.3K -71 -11%
NDSI
1507
Newman Dignan & Sheerar Inc
Rhode Island
$367K
CIC
1508
Carnegie Investment Counsel
Ohio
$367K +$19.1K +30 +5%
GLA
1509
Good Life Advisors
Pennsylvania
$367K +$377K +590 New
VVP
1510
Venture Visionary Partners
Ohio
$366K -$1.92K -3 -0.5%
BAM
1511
Belpointe Asset Management
Nevada
$365K -$397K -622 -51%
SW
1512
Simplicity Wealth
New Jersey
$365K -$2.85M -4,472 -88%
SIC
1513
Salem Investment Counselors
North Carolina
$364K +$3.19K +5 +0.9%
CMA
1514
Cedar Mountain Advisors
Oregon
$364K
BSHC
1515
Breed's Hill Capital
Massachusetts
$363K -$17.2K -27 -4%
ERIM
1516
Eagle Ridge Investment Management
Connecticut
$363K +$5.75K +9 +2%
GCA
1517
Gradient Capital Advisors
California
$363K +$16.6K +26 +5%
NERM
1518
New England Research & Management
Illinois
$357K
LP
1519
LGL Partners
Pennsylvania
$356K +$9.57K +15 +3%
VWM
1520
Vigilare Wealth Management
Arizona
$356K
LNB
1521
Ledyard National Bank
$353K +$40.2K +63 +12%
HFA
1522
High Falls Advisors
New York
$353K +$1.92K +3 +0.5%
PG
1523
Proffitt & Goodson
Tennessee
$352K -$596K -934 -62%
WMA
1524
Wealth Management Associates
New Jersey
$352K
TW
1525
Traveka Wealth
California
$352K +$16K +25 +5%