Name Holding Trade Value Shares
Change
Change in
Stake
HIP
1201
HUB Investment Partners
Texas
$226K +$219K +708 New
WPC
1202
Wedmont Private Capital
Pennsylvania
$225K -$63.7K -206 -23%
CF
1203
Corrigan Financial
Rhode Island
$224K – – –
MCM
1204
Manchester Capital Management
Vermont
$224K -$309 -1 -0.1%
RRC
1205
Relaxing Retirement Coach
Massachusetts
$224K – – –
IF
1206
Ironwood Financial
Arizona
$223K – – –
MWM
1207
Maltin Wealth Management
New Jersey
$223K +$928 +3 +0.4%
DU
1208
Delphia (USA)
Ontario, Canada
$223K +$216K +699 New
RC
1209
Roundview Capital
New Jersey
$222K – – –
SPP
1210
Single Point Partners
Massachusetts
$222K +$215K +695 New
MFGM
1211
Marshall Financial Group (Maryland)
Maryland
$219K – – –
PWM
1212
Perigon Wealth Management
California
$219K +$309 +1 +0.1%
UBV
1213
United Bank (Virginia)
Virginia
$218K – – –
HH
1214
Hilltop Holdings
Texas
$218K +$4.64K +15 +2%
APA
1215
Astoria Portfolio Advisors
New York
$218K +$211K +683 New
FNBOH
1216
First National Bank of Hutchinson
Kansas
$217K +$1.24K +4 +0.6%
FIM
1217
Fernwood Investment Management
Massachusetts
$217K +$1.55K +5 +0.7%
SFA
1218
Souders Financial Advisors
Ohio
$217K +$210K +679 New
CW
1219
CreativeOne Wealth
Kansas
$216K -$17.3K -56 -8%
MIM
1220
MTM Investment Management
South Carolina
$215K – – –
MBT
1221
Montecito Bank & Trust
California
$213K -$23.5K -76 -10%
RFN
1222
RDA Financial Network
Iowa
$213K -$928 -3 -0.4%
CCM
1223
Covington Capital Management
California
$213K – – –
Edgewood Management
1224
Edgewood Management
Connecticut
$213K – – –
PCM
1225
Princeton Capital Management
New Jersey
$212K +$10.8K +35 +6%