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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
2876
Coastal Bridge Advisors
Connecticut
$209K -$78.4K -172 -27%
VBWMG
2877
Von Berge Wealth Management Group
California
$208K +$456 +1 +0.2%
HIGP
2878
Hill Investment Group Partners
Missouri
$208K +$7.74K +17 +4%
FS
2879
Financial Symmetry
North Carolina
$207K – – –
MSR
2880
Main Street Research
Connecticut
$207K -$41.9K -92 -16%
CNB
2881
Camden National Bank
Maine
$206K – – –
LIA
2882
LifePlan Investment Advisors
North Carolina
$206K +$15.5K +34 +8%
PWM
2883
Provident Wealth Management
Tennessee
$206K +$212K +466 New
BFIC
2884
Bedell Frazier Investment Counselling
California
$205K – – –
MWM
2885
Mattern Wealth Management
Kansas
$205K – – –
IIC
2886
Integrated Investment Consultants
Michigan
$205K – – –
PCM
2887
Passive Capital Management
Maryland
$205K +$19.1K +42 +10%
BFA
2888
Bill Few Associates
Pennsylvania
$205K +$211K +464 New
FI
2889
Finivi Inc
Massachusetts
$204K +$4.1K +9 +2%
CPSC
2890
Carl P. Sherr & Co
Massachusetts
$204K – – –
CCG
2891
Coastwise Capital Group
California
$204K +$456 +1 +0.2%
EWA
2892
Evolution Wealth Advisors
Florida
$203K +$13.2K +29 +7%
GWAG
2893
Garrett Wealth Advisory Group
Texas
$203K +$210K +460 New
BONH
2894
Bank of New Hampshire
New Hampshire
$203K -$27.3K -60 -12%
LWM
2895
LJI Wealth Management
Indiana
$202K – – –
AA
2896
Addison Advisors
Vermont
$202K +$1.37K +3 +0.7%
LC
2897
Landaas & Company
Wisconsin
$202K – – –
NMG
2898
New Millennium Group
Utah
$202K -$12.8K -28 -6%
RFG
2899
REAP Financial Group
Texas
$202K -$1.37K -3 -0.7%
GGA
2900
Granite Group Advisors
Connecticut
$201K -$1.82K -4 -0.9%