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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1801
Penobscot Wealth Management
Maine
$212K +$212K +1,446 New
CS
1802
Crescent Sterling
Louisiana
$212K +$212K +1,444 New
TM
1803
TigerOak Management
New Mexico
$210K +$210K +1,430 New
HWMG
1804
Hurlow Wealth Management Group
Indiana
$210K +$210K +1,429 New
HL
1805
HeadInvest LLC
Maine
$209K -$544K -3,705 -72%
RYIA
1806
Roehl & Yi Investment Advisors
Oregon
$209K +$209K +1,424 New
PFGIA
1807
Patriot Financial Group Insurance Agency
Massachusetts
$209K -$204K -1,388 -49%
BWM
1808
Bullock Wealth Management
Indiana
$209K -$1.91K -13 -0.9%
TIA
1809
Trust Investment Advisors
Indiana
$209K +$209K +1,422 New
FWA
1810
FSM Wealth Advisors
Ohio
$209K +$209K +1,421 New
NRG
1811
Nemes Rush Group
Michigan
$208K +$735 +5 +0.4%
PPG
1812
Peak Planning Group
Colorado
$208K +$208K +1,418 New
GAMC
1813
Garner Asset Management Corp
Texas
$208K +$208K +1,415 New
OL
1814
Optas LLC
Texas
$208K +$208K +1,413 New
AWM
1815
Avaii Wealth Management
Wisconsin
$207K +$207K +1,411 New
MA
1816
Mezzasalma Advisors
New Jersey
$207K +$207K +1,409 New
BA
1817
Bristlecone Advisors
Washington
$207K -$188K -1,278 -48%
MCM
1818
Marathon Capital Management
Maryland
$206K +$207K +1,406 New
EMAM
1819
Encompass More Asset Management
California
$206K +$206K +1,405 New
HP
1820
Holistic Planning
Texas
$206K +$206K +1,401 New
SIMC
1821
Squire Investment Management Company
Utah
$206K +$206K +1,401 New
MJRIC
1822
Mogy Joel R Investment Counsel
California
$206K -$69.8K -475 -25%
SIC
1823
SFE Investment Counsel
California
$206K +$206K +1,400 New
IEFM
1824
IQ EQ Fund Management
Ireland
$205K -$403K -2,746 -66%
G
1825
GenTrust
Florida
$205K +$205K +1,398 New