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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
3126
Alterna Wealth Management
Texas
$235K +$223K +2,152 New
NC
3127
NBW Capital
Massachusetts
$234K +$4.05K +39 +2%
GWM
3128
Gray Wealth Management
Maine
$234K +$14.6K +141 +7%
PD
3129
Planning Directions
Pennsylvania
$234K -$17K -164 -7%
CWS
3130
Cypress Wealth Services
California
$234K -$23.4K -225 -10%
TCM
3131
TD Capital Management
Tennessee
$234K -$66.5K -641 -23%
FWSM
3132
First Wilshire Securities Management
California
$232K
KWM
3133
KFG Wealth Management
Indiana
$232K
DIP
3134
Davis Investment Partners
North Carolina
$231K
EWP
3135
Engrave Wealth Partners
Texas
$231K
SFWC
3136
Strategic Family Wealth Counselors
New Jersey
$231K
FDDB
3137
Fidelity D&D Bancorp
Pennsylvania
$230K +$219K +2,109 New
HIS
3138
Horizon Investment Services
Indiana
$230K -$16.6K -160 -7%
SWA
3139
ShankerValleau Wealth Advisors
Illinois
$230K
SFP
3140
Sterling Financial Planning
New Jersey
$229K +$218K +2,104 New
FG
3141
Fairman Group
Pennsylvania
$229K +$217K +2,089 New
VLC
3142
Van Leeuwen & Company
New Jersey
$228K +$2.49K +24 +1%
WI
3143
Wedgewood Investors
Pennsylvania
$227K
HIS
3144
Harvest Investment Services
Illinois
$227K -$7.89K -76 -4%
CFP
3145
Curran Financial Partners
South Carolina
$227K +$198K +1,905 New
LAM
3146
Lifestyle Asset Management
Texas
$226K -$19K -183 -8%
MAA
3147
Mraz Amerine & Associates
California
$226K
BDFN
3148
Bond & Devick Financial Network
Minnesota
$225K -$4.26K -41 -2%
TC
3149
TAP Consulting
Missouri
$225K +$215K +2,067 New
GIM
3150
Guild Investment Management
California
$225K -$247K -2,382 -54%