Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
2201
Community Financial Services Group
Vermont
$309K -$10.7K -424 -3%
AWA
2202
Acorn Wealth Advisors
Michigan
$308K +$22.9K +909 +8%
SWM
2203
Sendero Wealth Management
Texas
$308K +$3.4K +135 +1%
AMM
2204
American Money Management
California
$306K +$309K +12,270 New
LA
2205
Latitude Advisors
Florida
$305K +$24.1K +954 +8%
CA
2206
Crewe Advisors
Utah
$305K +$8.45K +335 +3%
FCMT
2207
Founders Capital Management (Texas)
Texas
$305K -$64.3K -2,548 -17%
CWA
2208
CM Wealth Advisors
Ohio
$305K +$309K +12,251 New
III
2209
Independent Investors Inc
New York
$305K – – –
WCM
2210
Winthrop Capital Management
Indiana
$303K -$46.2K -1,833 -13%
BFM
2211
Boothbay Fund Management
New York
$302K -$1.06M -42,063 -78%
MCWA
2212
Meadow Creek Wealth Advisors
Georgia
$301K +$3.05K +121 +1%
AW
2213
Alchemi Wealth
Connecticut
$299K +$302K +11,991 New
CAL
2214
Capital Advisors Ltd
Ohio
$298K +$202 +8 +0.1%
EI
2215
EDMP Inc
Florida
$298K – – –
VC
2216
Vestor Capital
Illinois
$297K -$290K -11,483 -96%
NP
2217
Nilsine Partners
Colorado
$296K -$49.6K -1,966 -14%
USB
2218
Union Savings Bank
Connecticut
$296K +$299K +11,874 New
CGFA
2219
Colton Groome Financial Advisors
North Carolina
$295K – – –
AG
2220
AmeriFlex Group
Nevada
$295K +$42.3K +1,679 +16%
CNB
2221
Camden National Bank
Maine
$295K +$12.6K +501 +4%
CST
2222
Charles Schwab Trust
Nevada
$294K -$39.9K -1,581 -12%
MMM
2223
Mendel Money Management
Illinois
$294K -$112K -4,445 -27%
SP
2224
SmartHarvest Portfolios
Washington
$294K +$298K +11,811 New
RMDI
2225
R.M. Davis Inc
Maine
$294K -$27.3K -1,083 -8%