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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2776
MBE Wealth Management
Wisconsin
$353K +$30.9K +623 +12%
DWM
2777
Darwin Wealth Management
Florida
$352K -$13.9K -281 -4%
PWM
2778
Prentice Wealth Management
New York
$351K -$6.19K -125 -2%
GIP
2779
Greatmark Investment Partners
Georgia
$350K -$4.96K -100 -2%
BOS
2780
Bank of Stockton
California
$350K – – –
MC
2781
Miramar Capital
Illinois
$350K – – –
F
2782
F3Logic
Minnesota
$349K -$47.1K -950 -14%
ATIA
2783
American Trust Investment Advisors
New Hampshire
$349K +$14.9K +300 +5%
CWM
2784
Collaborative Wealth Management
Florida
$349K +$293K +5,904 New
TF
2785
Theory Financial
Colorado
$349K +$293K +5,918 New
RA
2786
Rise Advisors
New York
$348K +$292K +5,898 New
SRIM
2787
Saratoga Research & Investment Management
California
$348K -$6.24K -126 -2%
NCM
2788
Neumann Capital Management
California
$348K – – –
FWSM
2789
First Wilshire Securities Management
California
$347K +$4.96K +100 +2%
WMC
2790
Westwood Management Corporation
Illinois
$346K – – –
DI
2791
DFPG Investments
Utah
$346K +$45.2K +912 +17%
CWMGP
2792
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$346K +$290K +5,852 New
SL
2793
Salomon & Ludwin
Virginia
$346K +$290K +5,855 New
CT
2794
Columbia Trust
Oregon
$345K – – –
MF
2795
Montis Financial
Massachusetts
$344K -$6.49K -131 -2%
CWM
2796
Campbell Wealth Management
Virginia
$344K +$50 +1 +0%
LFA
2797
Landmark Financial Advisors
Kentucky
$343K +$288K +5,810 New
D
2798
Diversified
Delaware
$342K – – –
BA
2799
Birinyi Associates
Connecticut
$342K +$27.3K +550 +10%
MFA
2800
Morling Financial Advisors
California
$342K +$287K +5,800 New