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Name Holding Trade Value Shares
Change
Change in
Stake
NEIRG
2076
New England Investment & Retirement Group
Massachusetts
$308K +$34.6K +621 +12%
CWM
2077
Cabot Wealth Management
Massachusetts
$307K
TWM
2078
TriaGen Wealth Management
California
$306K -$9.98K -179 -3%
VCM
2079
Vision Capital Management
Oregon
$306K
SSG
2080
Summit Securities Group
New York
$305K -$1.41M -25,306 -81%
NPF
2081
Norris Perne & French
Michigan
$305K +$669 +12 +0.2%
FCFC
2082
First Citizens Financial Corp
Iowa
$304K -$61K -1,094 -16%
BWA
2083
BDO Wealth Advisors
Florida
$303K +$111 +2 +0%
AW
2084
Alaethes Wealth
Nevada
$300K -$25.5K -457 -7%
SCA
2085
Sippican Capital Advisors
Massachusetts
$300K
CWAG
2086
Compton Wealth Advisory Group
Virginia
$298K +$223 +4 +0.1%
TF
2087
Tompkins Financial
New York
$298K +$316K +5,670 New
CNAM
2088
Campbell Newman Asset Management
Wisconsin
$297K
RWI
2089
Red Wave Investments
Pennsylvania
$297K +$56 +1 +0%
MWM
2090
MBE Wealth Management
Wisconsin
$296K +$1.84K +33 +0.6%
SFA
2091
Souders Financial Advisors
Ohio
$295K -$7.47K -134 -2%
SFFS
2092
Stonehage Fleming Financial Services
Jersey
$295K
AAM
2093
Arabesque Asset Management
United Kingdom
$295K +$313K +5,620 New
LIG
2094
Lokken Investment Group
Delaware
$294K
AA
2095
Advisory Alpha
Michigan
$294K +$41.2K +739 +15%
CBFP
2096
Cedar Brook Financial Partners
Ohio
$293K -$9.98K -179 -3%
HHGA
2097
Halbert Hargrove Global Advisors
California
$293K -$1.84K -33 -0.6%
OPOWM
2098
One Plus One Wealth Management
Florida
$293K
PTP
2099
Platform Technology Partners
New York
$293K +$34.9K +626 +13%
FB
2100
First Bancorp
Maine
$293K +$312K +5,590 New