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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1751
Penobscot Wealth Management
Maine
$225K +$308 +2 +0.1%
CAL
1752
Capital Advisors Ltd
Ohio
$224K +$308 +2 +0.1%
C
1753
Certuity
Florida
$224K +$8.17K +53 +4%
RCA
1754
Resonant Capital Advisors
Wisconsin
$223K +$2.93K +19 +1%
LC
1755
Landaas & Company
Wisconsin
$222K +$221K +1,433 New
TM
1756
TigerOak Management
New Mexico
$222K – – –
CCG
1757
Coastwise Capital Group
California
$222K -$32.2K -209 -13%
HWMG
1758
Hurlow Wealth Management Group
Indiana
$222K – – –
NAAA
1759
New Age Alpha Advisors
New York
$221K +$4.32K +28 +2%
LFM
1760
LGT Fund Management
Liechtenstein
$220K +$218K +1,412 New
ACS
1761
Archford Capital Strategies
Illinois
$220K +$4.47K +29 +2%
MCM
1762
Marathon Capital Management
Maryland
$218K – – –
CP
1763
Canopy Partners
Ohio
$218K -$41.9K -272 -16%
FPCP
1764
Fort Point Capital Partners
California
$218K -$12.5K -81 -5%
TSW
1765
Three Seasons Wealth
Utah
$217K +$216K +1,401 New
MJRIC
1766
Mogy Joel R Investment Counsel
California
$217K – – –
SIMC
1767
Squire Investment Management Company
Utah
$217K +$617 +4 +0.3%
IEFM
1768
IQ EQ Fund Management
Ireland
$217K – – –
RPCA
1769
Running Point Capital Advisors
California
$217K -$925 -6 -0.4%
MNBTD
1770
Moody National Bank Trust Division
Texas
$216K -$6.94K -45 -3%
AWM
1771
Avaii Wealth Management
Wisconsin
$216K +$463 +3 +0.2%
CWMP
1772
Clarion Wealth Managment Partners
Virginia
$216K -$9.4K -61 -4%
MWA
1773
Medallion Wealth Advisors
Connecticut
$215K -$30.8K -200 -13%
RCG
1774
Regatta Capital Group
California
$215K -$6.78K -44 -3%
HCM
1775
Hengehold Capital Management
Ohio
$215K -$43.2K -280 -17%