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Name Holding Trade Value Shares
Change
Change in
Stake
SGC
4851
Slocum, Gordon & Co
Rhode Island
$324K
SWM
4852
Schwallier Wealth Management
Michigan
$323K +$331K +2,404 New
BBNB
4853
Baker Boyer National Bank
Washington
$323K +$10.5K +76 +3%
CGF
4854
Constant Guidance Financial
Massachusetts
$323K -$510K -3,699 -61%
BOTPPF
4855
Board of the Pension Protection Fund
United Kingdom
$322K +$331K +2,400 New
CWAG
4856
Compton Wealth Advisory Group
Virginia
$321K
BFS
4857
Baskin Financial Services
Ontario, Canada
$321K
AWM
4858
Able Wealth Management
New Jersey
$321K +$329K +2,389 New
AA
4859
AJ Advisors
Tennessee
$319K +$14.9K +108 +5%
GA
4860
Gordian Advisors
Arizona
$319K +$15.4K +112 +5%
SIMC
4861
Squire Investment Management Company
Utah
$317K +$12.5K +91 +4%
HG
4862
Harbor Group
New Hampshire
$315K +$2.62K +19 +0.8%
OC
4863
OxenFree Capital
Florida
$315K +$689 +5 +0.2%
IIL
4864
Insight Inv LLC
California
$315K +$323K +2,344 New
PC
4865
Promus Capital
Illinois
$314K +$323K +2,340 New
CCA
4866
Cottonwood Capital Advisors
Utah
$313K -$647K -4,695 -67%
FFA
4867
Fortune Financial Advisors
Kansas
$310K +$4.13K +30 +1%
CC
4868
Carlson Capital
Texas
$309K +$317K +2,300 New
VFP
4869
Verus Financial Partners
Virginia
$309K +$313K +2,270 New
RS
4870
Retirement Solution
Washington
$309K -$33.5K -243 -10%
SFG
4871
Sage Financial Group
Pennsylvania
$308K -$8.96K -65 -3%
BHWM
4872
Bay Harbor Wealth Management
Maryland
$308K -$56.8K -412 -15%
NC
4873
NBW Capital
Massachusetts
$307K -$29.1K -211 -8%
SL
4874
Salomon & Ludwin
Virginia
$306K +$138 +1 +0%
RWS
4875
Retirement Wealth Solutions
Wisconsin
$305K +$309K +2,241 New