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Name Holding Trade Value Shares
Change
Change in
Stake
SEP
1801
Signature Equity Partners
Ohio
$45.5K +$46.5K +714 New
TM
1802
Torren Management
California
$45.4K +$46.5K +713 New
HC
1803
Hara Capital
Washington
$44.9K – – –
CYG
1804
Clean Yield Group
Vermont
$44.6K – – –
PP
1805
Pingora Partners
Wyoming
$44.6K +$45.6K +700 New
Beaird Harris Wealth Management
1806
Beaird Harris Wealth Management
Texas
$44K – – –
TCM
1807
Tradewinds Capital Management
Washington
$43.4K +$261 +4 +0.6%
Key Financial Inc
1808
Key Financial Inc
Pennsylvania
$43K -$1.5K -23 -3%
DI
1809
DAGCO Inc
Ohio
$43K – – –
MWPCG
1810
Measured Wealth Private Client Group
New Hampshire
$41.2K -$47.1K -723 -53%
SHP Wealth Management
1811
SHP Wealth Management
Massachusetts
$41K +$42K +644 New
DF
1812
DecisionPoint Financial
Arizona
$40.9K – – –
FP
1813
Financial Perspectives
Minnesota
$40.7K +$65 +1 +0.2%
GC
1814
Gould Capital
Washington
$40.3K -$2.8M -42,889 -99%
AFC
1815
Ares Financial Consulting
California
$40.2K +$41.1K +630 New
FMB
1816
Field & Main Bank
Kentucky
$40.1K -$7.82K -120 -16%
Cornerstone Planning Group
1817
Cornerstone Planning Group
New Jersey
$39.8K -$39.2K -602 -48%
Chilton Capital Management
1818
Chilton Capital Management
Texas
$39.6K -$10.8K -166 -21%
FDW
1819
Fourth Dimension Wealth
Ohio
$39.1K – – –
Oakworth Capital
1820
Oakworth Capital
Alabama
$39K – – –
BWM
1821
Bernard Wealth Management
Michigan
$39K – – –
JWM
1822
Jessup Wealth Management
Ohio
$38.2K +$39.1K +600 New
MTC
1823
Matrix Trust Company
Colorado
$38K +$11.8K +181 +44%
RTL
1824
Red Tortoise LLC
Georgia
$38K – – –
Mar Vista Investment Partners
1825
Mar Vista Investment Partners
California
$36.9K – – –