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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1651
CM Wealth Advisors
Ohio
$220K +$211K +462 New
JWM
1652
JGP Wealth Management
Oregon
$220K +$211K +462 New
GWM
1653
GSB Wealth Management
Connecticut
$219K – – –
ML
1654
Mayport LLC
Massachusetts
$219K – – –
SRC
1655
Sage Rhino Capital
California
$218K +$209K +458 New
BST
1656
Bath Savings Trust
Maine
$218K -$19.2K -42 -8%
OPPS
1657
Obsidian Personal Planning Solutions
Maryland
$216K -$456 -1 -0.2%
CAL
1658
Capital Advisors Ltd
Ohio
$215K +$2.74K +6 +1%
DAM
1659
Doheny Asset Management
California
$215K +$205K +450 New
VPI
1660
Value Partners Investments
Manitoba, Canada
$214K +$205K +449 New
AWM
1661
Austin Wealth Management
Texas
$214K +$208K +455 New
WAM
1662
Werlinich Asset Management
Connecticut
$212K +$593K +1,300 New
SFI
1663
SPC Financial Inc
Maryland
$212K +$203K +444 New
KIG
1664
Kowal Investment Group
Wisconsin
$211K +$202K +442 New
BFA
1665
Beaumont Financial Advisors
Massachusetts
$209K +$200K +438 New
LWM
1666
Laidlaw Wealth Management
New York
$209K +$200K +438 New
PWM
1667
Paulson Wealth Management
Illinois
$209K +$200K +438 New
MFWP
1668
Mosaic Family Wealth Partners
Missouri
$209K +$200K +438 New
MPWS
1669
McCarter Private Wealth Services
Massachusetts
$208K +$199K +437 New
MW
1670
Maia Wealth
Colorado
$208K +$200K +439 New
CA
1671
Carson Advisory
Georgia
$208K +$199K +437 New
BSB
1672
Bangor Savings Bank
Maine
$208K +$152K +334 +331%
CAAM
1673
Cornerstone Advisors Asset Management
Pennsylvania
$207K +$198K +435 New
WIC
1674
Woodmont Investment Counsel
Tennessee
$207K +$198K +434 New
HCM
1675
Howard Capital Management
Georgia
$206K +$197K +432 New