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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1726
Boston Family Office
Massachusetts
$280K -$9.1K -500 -3%
MMHP
1727
Murphy Middleton Hinkle & Parker
Georgia
$280K -$4.33K -238 -1%
HGERS
1728
Householder Group Estate & Retirement Specialist
Arizona
$280K +$60.2K +3,309 +22%
GWA
1729
GGM Wealth Advisors
Maryland
$279K -$36.8K -2,020 -11%
TPWM
1730
Twelve Points Wealth Management
Massachusetts
$279K -$10.6K -585 -3%
KC
1731
Kenfarb & Co
Kentucky
$278K +$7.28K +400 +2%
VI
1732
Versor Investments
New York
$278K +$330K +18,110 New
WCM
1733
WealthBridge Capital Management
Ohio
$277K – – –
BFS
1734
Bickling Financial Services
Massachusetts
$277K +$2.29K +126 +0.7%
CNC
1735
Citizens & Northern Corp
Pennsylvania
$276K -$5.46K -300 -2%
RWI
1736
Red Wave Investments
Pennsylvania
$276K +$7.13K +392 +2%
CWM
1737
Connecticut Wealth Management
Connecticut
$275K -$31.1K -1,712 -9%
FA
1738
Faithward Advisors
Pennsylvania
$275K -$1.87K -103 -0.6%
OHWP
1739
Oak Harbor Wealth Partners
North Carolina
$275K +$18.2K +1,002 +6%
NSB
1740
Norway Savings Bank
Maine
$274K -$36.4K -2,000 -10%
SAA
1741
Southeast Asset Advisors
Georgia
$274K -$17.4K -956 -5%
GA
1742
Geller Advisors
New York
$273K +$68.1K +3,741 +27%
RPCONE
1743
Retirement Planning Company of New England
Rhode Island
$272K -$18K -992 -5%
SRSA
1744
S.R. Schill & Associates
Washington
$271K -$200K -11,000 -38%
MA
1745
MBA Advisors
Pennsylvania
$271K +$49K +2,693 +18%
1WM
1746
1900 Wealth Management
Texas
$270K -$17.5K -964 -5%
AT
1747
American Trust
Kentucky
$270K +$321K +17,658 New
SFS
1748
Strategic Financial Services
New York
$269K -$28.8K -1,582 -8%
AWAP
1749
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$268K +$7.68K +422 +2%
FAT
1750
First American Trust
California
$268K +$113K +6,238 +56%