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Name Holding Trade Value Shares
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Stake
EWM
3926
Edge Wealth Management
New York
$259K
MFT
3927
Moisand Fitzgerald Tamayo
Florida
$258K +$2.57K +5 +1%
GCM
3928
G2 Capital Management
Ohio
$258K
HIF
3929
Hill Island Financial
Michigan
$258K -$6.17K -12 -3%
FFG
3930
Foundry Financial Group
New Hampshire
$257K -$14.4K -28 -6%
E
3931
ETFidea
New York
$256K
OWP
3932
ORG Wealth Partners
Texas
$256K +$230K +447 New
HFF
3933
Halter Ferguson Financial
Indiana
$252K +$17.5K +34 +8%
BST
3934
Bath Savings Trust
Maine
$252K
CWM
3935
Certus Wealth Management
California
$252K
EP
3936
Essential Planning
New Hampshire
$251K +$226K +439 New
PI
3937
Pachira Investments
California
$250K +$5.66K +11 +3%
CWM
3938
Collaborative Wealth Management
Florida
$250K -$3.09K -6 -1%
IP
3939
Isthmus Partners
Wisconsin
$250K
HPFG
3940
Hart & Patterson Financial Group
Massachusetts
$249K +$6.17K +12 +3%
PIA
3941
Powell Investment Advisors
Florida
$248K -$12.9K -25 -5%
TFCP
3942
Twin Focus Capital Partners
Massachusetts
$248K
EFA
3943
Edge Financial Advisors
Illinois
$248K +$223K +434 New
MIM
3944
Macroview Investment Management
Maryland
$247K +$6.17K +12 +3%
SWIM
3945
Smallwood Wealth Investment Management
New Jersey
$247K +$7.72K +15 +4%
AA
3946
Alesco Advisors
New York
$246K -$46.8K -91 -17%
AFIA
3947
America First Investment Advisors
Nebraska
$246K -$5.14K -10 -2%
KA
3948
Kooman & Associates
Pennsylvania
$246K -$18K -35 -8%
RWM
3949
Raffa Wealth Management
District of Columbia
$246K -$4.63K -9 -2%
AC
3950
AIFG Consultants
New York
$246K +$221K +429 New