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Name Holding Trade Value Shares
Change
Change in
Stake
MFT
3176
Moisand Fitzgerald Tamayo
Florida
$63.5K +$7.04K +80 +10%
KFP
3177
Kerr Financial Planning
California
$62.5K +$9.25K +105 +14%
KG
3178
Kilter Group
New York
$62.2K -$5.64K -64 -7%
HIC
3179
Hamrick Investment Counsel
Washington
$61.9K – – –
SIC
3180
SJS Investment Consulting
Ohio
$60.7K -$16.6K -189 -18%
CWM
3181
Consultiva Wealth Management
Puerto Rico
$60.7K – – –
BCWM
3182
Ball & Co Wealth Management
Tennessee
$59K -$18.3K -208 -20%
RCM
3183
Raleigh Capital Management
North Carolina
$58.3K -$396K -4,491 -85%
RWM
3184
Raffa Wealth Management
District of Columbia
$58K +$8.81K +100 +14%
BH
3185
Burk Holdings
Oklahoma
$57.8K -$264 -3 -0.4%
MFP
3186
Meramec Financial Planners
Missouri
$57.6K +$12.3K +140 +21%
MWM
3187
Mascoma Wealth Management
New Hampshire
$57.3K -$1.32K -15 -2%
PP
3188
PFS Partners
New Jersey
$56.4K – – –
BIAS
3189
Beacon Investment Advisory Services
New Jersey
$56.4K +$22.9K +260 +49%
SA
3190
Seneschal Advisors
Washington
$55.7K – – –
KLWA
3191
Kelly Lawrence W & Associates
California
$55.3K – – –
FPF
3192
First Pacific Financial
Washington
$54.3K -$29.1K -331 -30%
VWM
3193
Vermillion Wealth Management
Minnesota
$54K -$7.4K -84 -10%
MCA
3194
Maryland Capital Advisors
Maryland
$54K +$66.7K +757 New
ICM
3195
Islay Capital Management
Texas
$53.5K – – –
NL
3196
NorthAvenue LLC
Ohio
$51.4K – – –
SWAG
3197
Spectrum Wealth Advisory Group
California
$51.4K +$63.4K +720 New
VC
3198
Vestor Capital
Illinois
$51K -$115K -1,310 -59%
1GI
3199
180 GPS Investments
$50.3K +$62.1K +705 New
EWM
3200
Evolution Wealth Management
Florida
$50.2K +$21.5K +244 +53%