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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
2751
WR Wealth Planners
Missouri
$192K +$3.82K +108 +2%
PCFFS
2752
Pacific Center for Financial Services
California
$191K +$1.59K +45 +0.8%
MHR
2753
Matthew Hamilton Rosenberg
$190K +$6.86K +194 +4%
PGAM
2754
Princeton Global Asset Management
New Jersey
$188K +$354 +10 +0.2%
BIA
2755
Bell Investment Advisors
California
$181K +$107K +3,038 +125%
LTI
2756
Laffer Tengler Investments
Tennessee
$180K
PH
2757
Pinnacle Holdings
Oklahoma
$180K -$11.5K -325 -6%
EP
2758
Elkhorn Partners
Nebraska
$176K +$24.8K +700 +15%
RBC
2759
Roble Belko & Company
Pennsylvania
$174K -$20.4K -577 -10%
ECM
2760
Elgethun Capital Management
South Dakota
$169K -$73.4K -2,076 -29%
MFA
2761
McClarren Financial Advisors
Pennsylvania
$167K -$3.43K -97 -2%
CCM
2762
Copeland Capital Management
Pennsylvania
$165K
HFM
2763
Hartford Financial Management
Connecticut
$158K
AT
2764
Avalon Trust
New Mexico
$157K -$123K -3,492 -42%
CWC
2765
Carolinas Wealth Consulting
North Carolina
$154K +$31.2K +881 +6%
PP
2766
Pacifica Partners
Canada
$152K +$61.9K +1,750 +63%
CWM
2767
Cranbrook Wealth Management
Michigan
$145K
LAS
2768
LWM Advisory Services
Florida
$144K +$153K +4,327 New
SC
2769
Solstein Capital
California
$141K
TLA
2770
Tanglewood Legacy Advisors
Texas
$141K
VCM
2771
Versant Capital Management
Arizona
$141K +$177 +5 +0.1%
CSWM
2772
Cassady Schiller Wealth Management
Ohio
$141K -$21.7K -615 -13%
IAS
2773
IMA Advisory Services
Colorado
$140K
M
2774
Mirova
France
$140K -$392K -11,093 -72%
LF
2775
Lee Financial
Texas
$139K -$4.6K -130 -3%