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Name Holding Trade Value Shares
Change
Change in
Stake
SFCL
1601
Strengthening Families & Communities LLC
Massachusetts
$26K -$378K -2,880 -93%
FC
1602
Financial Consulate
Maryland
$25.3K +$4.47K +34 +19%
HDIM
1603
Hanson & Doremus Investment Management
Vermont
$25K +$9.72K +74 +53%
IWS
1604
Intentional Wealth Strategies
Colorado
$24.3K +$26.9K +205 New
NL
1605
NorthAvenue LLC
Ohio
$23.7K
VSQM
1606
V-Square Quantitative Management
Illinois
$23.4K +$25.9K +197 New
HFS
1607
Horizon Financial Services
North Carolina
$22.9K +$9.2K +70 +57%
RIL
1608
Rothschild Investment LLC
Illinois
$22.8K -$5.91K -45 -19%
LWM
1609
Lodestone Wealth Management
Washington
$20.4K -$2.76K -21 -11%
S
1610
Sachetta
Massachusetts
$20.4K
DWM
1611
Dogwood Wealth Management
Kansas
$20.2K +$8.28K +63 +59%
GC
1612
Gould Capital
Washington
$19.6K
NEWAS
1613
N.E.W. Advisory Services
Wisconsin
$19.5K +$2.63K +20 +14%
B
1614
Birchbrook
Maine
$19.2K
LAS
1615
Lloyd Advisory Services
Georgia
$19K -$4.21K -32 -17%
KFG
1616
Kingdom Financial Group
Arizona
$19K
MWM
1617
Mosley Wealth Management
California
$18.1K +$16K +122 New
BSB
1618
Bangor Savings Bank
Maine
$18K -$4.47K -34 -18%
MO
1619
McMillan Office
Michigan
$17.8K
TLCM
1620
Twin Lakes Capital Management
California
$17.8K
PIS
1621
POM Investment Strategies
North Carolina
$17.3K +$19.2K +146 New
MPW
1622
MASECO Private Wealth
$17.1K +$15K +114 +380%
SA
1623
SRH Advisors
Kansas
$16.6K
TCM
1624
Tradewinds Capital Management
Washington
$16.6K
HFM
1625
Hartford Financial Management
Connecticut
$16.1K