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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1926
Boothbay Fund Management
New York
$296K +$296K +1,990 New
SIC
1927
Sigma Investment Counselors
Michigan
$294K -$4.47K -30 -1%
AWM
1928
Accel Wealth Management
Iowa
$293K +$158K +1,061 +116%
BCM
1929
BTC Capital Management
Iowa
$292K +$292K +1,963 New
T
1930
TCWP
Ohio
$291K +$293K +1,964 New
APW
1931
Aurora Private Wealth
New Jersey
$290K -$278K -1,865 -49%
HWM
1932
HFR Wealth Management
New York
$290K -$3.58K -24 -1%
KCM
1933
Kathmere Capital Management
Pennsylvania
$289K -$69.3K -465 -19%
PWM
1934
PBMares Wealth Management
Virginia
$289K +$9.54K +64 +3%
AA
1935
Aufman Associates
Pennsylvania
$288K -$23.4K -157 -7%
RFN
1936
RDA Financial Network
Iowa
$288K -$1.94K -13 -0.7%
ESBC
1937
E.S. Barr & Co
Kentucky
$288K +$17.7K +119 +7%
WE
1938
Wealth Effects
Massachusetts
$288K +$289K +1,939 New
FNBOSM
1939
First National Bank of South Miami
Florida
$287K -$3.13K -21 -1%
GWM
1940
Gitterman Wealth Management
New Jersey
$287K +$288K +1,936 New
Wealth Enhancement Advisory Services
1941
Wealth Enhancement Advisory Services
Minnesota
$286K +$309K +2,076 New
WFA
1942
WestHill Financial Advisors
California
$285K +$35.9K +241 +14%
SPP
1943
Single Point Partners
Massachusetts
$284K -$72.4K -486 -20%
LC
1944
Lincoln Capital
Nebraska
$283K -$16.1K -108 -5%
CPSAC
1945
Chas P. Smith & Associates (CPS)
Florida
$283K
HKAM
1946
Horizon Kinetics Asset Management
New York
$283K
EA
1947
Echo45 Advisors
California
$283K +$284K +1,904 New
NWMG
1948
National Wealth Management Group
Ohio
$283K +$284K +1,905 New
WLIM
1949
White Lighthouse Investment Management
Massachusetts
$281K +$54.4K +365 +24%
SB
1950
Strategic Blueprint
Georgia
$281K +$282K +1,892 New