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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
3151
Coerente Capital Management
Ontario, Canada
$276K -$283K -2,200 -50%
RRCM
3152
Rappaport Reiches Capital Management
Illinois
$276K +$287K +2,226 New
CPL
3153
CAP Partners LLC
Tennessee
$275K -$9.53K -74 -3%
GBWM
3154
Granite Bay Wealth Management
New Hampshire
$273K – – –
BHC
3155
Bowen Hanes & Co
Florida
$273K – – –
HWMT
3156
Heritage Wealth Management (Texas)
Texas
$272K +$283K +2,200 New
DAM
3157
Deltec Asset Management
New York
$272K – – –
HIS
3158
Harvest Investment Services
Illinois
$272K +$8.76K +68 +3%
PAG
3159
Paladin Advisory Group
Iowa
$271K -$10.2K -79 -4%
PWMG
3160
Pinnacle Wealth Management Group
Michigan
$270K – – –
DIM
3161
DLK Investment Management
California
$270K +$3.22K +25 +1%
LAM
3162
Lewis Asset Management
California
$270K +$6.96K +54 +3%
TS
3163
Tamar Securities
California
$270K +$2.06K +16 +0.7%
SR
3164
Syntax Research
Florida
$269K – – –
MFA
3165
McClarren Financial Advisors
Pennsylvania
$269K -$187K -1,455 -66%
TA
3166
TrueWealth Advisors
Alabama
$268K -$5.41K -42 -2%
NAMM
3167
NorthStar Asset Management (Massachusetts)
Massachusetts
$268K -$13K -101 -4%
SFS
3168
Security Financial Services
Indiana
$268K +$14.3K +111 +5%
AWA
3169
Alaska Wealth Advisors
Alaska
$268K – – –
PCI
3170
Planning Center Inc
Illinois
$268K – – –
TCM
3171
TD Capital Management
Tennessee
$267K +$644 +5 +0.2%
AWM
3172
Alterna Wealth Management
Texas
$266K – – –
NSB
3173
Norway Savings Bank
Maine
$266K – – –
VR
3174
Valued Retirements
Texas
$264K -$12.9K -100 -4%
FWSM
3175
First Wilshire Securities Management
California
$264K – – –