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Name Holding Trade Value Shares
Change
Change in
Stake
MPM
2051
Meritage Portfolio Management
Kansas
$309K +$22.2K +1,055 +7%
HWM
2052
Howard Wealth Management
Connecticut
$308K +$966 +46 +0.3%
B
2053
Bailard
California
$308K +$6.37K +303 +2%
MSFP
2054
Mark Sheptoff Financial Planning
Connecticut
$307K -$27.8K -1,324 -8%
BWM
2055
Birchcreek Wealth Management
Ohio
$307K +$5.42K +258 +2%
FI
2056
Financial Insights
Washington
$305K -$27.2K -1,296 -8%
TPW
2057
Tiller Private Wealth
Pennsylvania
$305K +$16.2K +771 +5%
FP
2058
Fiduciary Planning
Florida
$305K +$314K +14,948 New
DWM
2059
Destination Wealth Management
California
$304K -$146K -6,964 -32%
CWA
2060
Capital Wealth Alliance
Arizona
$304K -$23.9K -1,138 -7%
NCM
2061
Noesis Capital Mangement
Florida
$304K +$2.23K +106 +0.7%
HWA
2062
HCR Wealth Advisors
California
$303K
TA
2063
Townsend & Associates
Colorado
$302K -$56.7K -2,697 -15%
REMPR
2064
Roof Eidam Maycock Peralta (REMP)
California
$302K -$38.5K -1,835 -11%
TIM
2065
Thompson Investment Management
Wisconsin
$302K
TAM
2066
Taurus Asset Management
New York
$301K -$48.9K -2,327 -14%
WAG
2067
Winthrop Advisory Group
Massachusetts
$301K -$34.3K -1,634 -10%
MWM
2068
Maltin Wealth Management
New Jersey
$301K +$5.32K +253 +2%
SCM
2069
Silvant Capital Management
Georgia
$300K -$756K -35,964 -71%
MAG
2070
Mayfair Advisory Group
Alabama
$300K +$11.2K +534 +4%
SWA
2071
Sutton Wealth Advisors
Florida
$299K -$6.22K -296 -2%
VST
2072
Van Strum & Towne
California
$299K -$6.79K -323 -2%
PMG
2073
Private Management Group
California
$299K +$7.9K +376 +3%
RTS
2074
Round Table Services
New Jersey
$299K +$49.5K +2,355 +19%
EGWAG
2075
Elwood & Goetz Wealth Advisory Group
Georgia
$298K