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Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
2501
Retirement Planning Company of New England
Rhode Island
$418K -$22.6K -324 -5%
BPWM
2502
BCS Private Wealth Management
New Jersey
$418K -$17.4K -250 -4%
FFG
2503
Fiduciary Financial Group
California
$418K -$5.3K -76 -1%
TCM
2504
Tributary Capital Management
Nebraska
$417K -$90.6K -1,300 -18%
SWM
2505
Salvus Wealth Management
New Jersey
$416K +$8.71K +125 +2%
HWM
2506
Horizon Wealth Management
Illinois
$416K +$4.53K +65 +1%
SWM
2507
SHP Wealth Management
Massachusetts
$415K +$414K +5,942 New
MAM
2508
Marotta Asset Management
Virginia
$415K -$61.1K -877 -13%
EIA
2509
Edgemoor Investment Advisors
Maryland
$415K -$2.88M -41,379 -87%
MWM
2510
Marietta Wealth Management
Georgia
$414K +$413K +5,924 New
WPA
2511
Winning Points Advisors
Florida
$414K +$413K +5,918 New
PSC
2512
Prentiss Smith & Co
Vermont
$414K
ICA
2513
Infrastructure Capital Advisors
New York
$412K -$1.57M -22,480 -79%
FNBOH
2514
First National Bank of Hutchinson
Kansas
$412K
CP
2515
Castleview Partners
Texas
$411K +$74.8K +1,073 +22%
AFTS
2516
American Financial & Tax Strategies
New York
$410K
CCMG
2517
Connecticut Capital Management Group
Connecticut
$410K +$408K +5,859 New
BMM
2518
Berkshire Money Management
Massachusetts
$410K +$408K +5,858 New
SWM
2519
Sandro Wealth Management
New Jersey
$409K +$407K +5,845 New
SMA
2520
Seven Mile Advisory
New Jersey
$409K -$100K -1,439 -20%
RWA
2521
Rooted Wealth Advisors
Illinois
$408K +$17.8K +255 +5%
BSC
2522
Brown Shipley & Co
United Kingdom
$408K +$36.5K +524 +10%
AAG
2523
Asset Advisory Group
New Jersey
$408K +$406K +5,829 New
AIMA
2524
Ables Iannone Moore & Associates
Georgia
$407K +$406K +5,826 New
TIA
2525
Tiemann Investment Advisors
California
$407K -$34.9K -500 -8%