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Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
3926
New England Capital Financial Advisors
Connecticut
$259K -$9.78K -19 -4%
EWM
3927
Edge Wealth Management
New York
$259K – – –
MFT
3928
Moisand Fitzgerald Tamayo
Florida
$258K +$2.57K +5 +1%
GCM
3929
G2 Capital Management
Ohio
$258K – – –
HIF
3930
Hill Island Financial
Michigan
$258K -$6.17K -12 -3%
FFG
3931
Foundry Financial Group
New Hampshire
$257K -$14.4K -28 -6%
E
3932
ETFidea
New York
$256K – – –
OWP
3933
ORG Wealth Partners
Texas
$256K +$230K +447 New
HFF
3934
Halter Ferguson Financial
Indiana
$252K +$17.5K +34 +8%
BST
3935
Bath Savings Trust
Maine
$252K – – –
CWM
3936
Certus Wealth Management
California
$252K – – –
EP
3937
Essential Planning
New Hampshire
$251K +$226K +439 New
PI
3938
Pachira Investments
California
$250K +$5.66K +11 +3%
CWM
3939
Collaborative Wealth Management
Florida
$250K -$3.09K -6 -1%
IP
3940
Isthmus Partners
Wisconsin
$250K – – –
HPFG
3941
Hart & Patterson Financial Group
Massachusetts
$249K +$6.17K +12 +3%
PIA
3942
Powell Investment Advisors
Florida
$248K -$12.9K -25 -5%
TFCP
3943
Twin Focus Capital Partners
Massachusetts
$248K – – –
EFA
3944
Edge Financial Advisors
Illinois
$248K +$223K +434 New
MIM
3945
Macroview Investment Management
Maryland
$247K +$6.17K +12 +3%
SWIM
3946
Smallwood Wealth Investment Management
New Jersey
$247K +$7.72K +15 +4%
AA
3947
Alesco Advisors
New York
$246K -$46.8K -91 -17%
AFIA
3948
America First Investment Advisors
Nebraska
$246K -$5.14K -10 -2%
KA
3949
Kooman & Associates
Pennsylvania
$246K -$18K -35 -8%
RWM
3950
Raffa Wealth Management
District of Columbia
$246K -$4.63K -9 -2%