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Name Holding Trade Value Shares
Change
Change in
Stake
CNB
2351
Camden National Bank
Maine
$361K -$27.6K -459 -7%
WOC
2352
West Oak Capital
California
$360K
CVA
2353
Central Valley Advisors
California
$360K -$3.42K -57 -1%
MWM
2354
Marietta Wealth Management
Georgia
$359K
HBW
2355
Hazlett, Burt & Watson
West Virginia
$359K +$20.5K +342 +6%
HWA
2356
HHM Wealth Advisors
Tennessee
$358K -$19.5K -325 -5%
S
2357
Sunpointe
Missouri
$358K +$18.9K +314 +6%
GWM
2358
Gibbs Wealth Management
Georgia
$357K +$351K +5,843 New
PCFFS
2359
Pacific Center for Financial Services
California
$356K -$19.6K -327 -5%
LGA
2360
Lebenthal Global Advisors
New York
$356K +$31.6K +526 +10%
SI
2361
Seeds Investor
New York
$355K +$135K +2,253 +63%
RW
2362
Rede Wealth
Virginia
$355K +$24K +400 +7%
AFT
2363
Alpha Family Trust
California
$355K +$73K +1,215 +26%
MIFH
2364
Migdal Insurance & Financial Holdings
Israel
$354K +$16.6K +276 +5%
FIM
2365
Fernwood Investment Management
Massachusetts
$353K
HPM
2366
Hoxton Planning & Management
West Virginia
$353K +$71K +1,182 +26%
KOMWMG
2367
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$352K -$11.6K -193 -3%
DAM
2368
Doheny Asset Management
California
$352K -$97K -1,615 -22%
KIG
2369
Kessler Investment Group
Indiana
$352K +$140K +2,329 +68%
UAG
2370
United Advisor Group
Ohio
$352K +$345K +5,746 New
OCM
2371
Objective Capital Management
Ohio
$351K -$15.8K -263 -4%
HKAM
2372
Horizon Kinetics Asset Management
New York
$351K +$6.01K +100 +2%
LSIA
2373
LaSalle St. Investment Advisors
Illinois
$351K +$300 +5 +0.1%
RCA
2374
Resonant Capital Advisors
Wisconsin
$349K +$110K +1,832 +48%
FWM
2375
FFT Wealth Management
Pennsylvania
$349K +$51.2K +852 +18%