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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2051
Schnieders Capital Management
California
$351K -$14.2K -500 -4%
PPW
2052
Pasadena Private Wealth
California
$351K +$353K +12,424 New
HDIM
2053
Hanson & Doremus Investment Management
Vermont
$350K +$540 +19 +0.2%
WAM
2054
Worth Asset Management
Texas
$349K -$38.1K -1,342 -10%
AAS
2055
Asset Allocation Strategies
Michigan
$349K -$1.11K -39 -0.3%
TWM
2056
Trueblood Wealth Management
Ohio
$349K -$3.1K -109 -0.9%
LWM
2057
LeConte Wealth Management
Tennessee
$348K -$241K -8,473 -41%
TPWA
2058
Twin Peaks Wealth Advisors
California
$348K -$6.56K -231 -2%
BW
2059
Blalock Williams
Alabama
$348K +$30.8K +1,084 +10%
WWG
2060
West Wealth Group
California
$347K +$13.6K +478 +4%
WIM
2061
WealthPlan Investment Management
Nebraska
$347K +$8.23K +290 +2%
HFS
2062
Howard Financial Services
Texas
$347K +$349K +12,296 New
IA
2063
IFC Advisors
California
$347K +$852 +30 +0.2%
WA
2064
Wealth Architects
California
$347K +$8.92K +314 +3%
RC
2065
Rahlfs Capital
Texas
$346K
BFG
2066
Bouchey Financial Group
New York
$345K -$22.8K -802 -6%
CCA
2067
Cobblestone Capital Advisors
New York
$345K
REMPR
2068
Roof Eidam Maycock Peralta (REMP)
California
$345K
NRC
2069
New Republic Capital
North Carolina
$344K +$7.01K +247 +2%
COFSG
2070
Carbahal Olsen Financial Services Group
California
$344K -$738 -26 -0.2%
GT
2071
GreatBanc Trust
Illinois
$344K +$346K +12,177 New
KFS
2072
Kelly Financial Services
Massachusetts
$344K +$20.5K +723 +6%
FA
2073
Fountainhead AM
New Jersey
$344K +$47.6K +1,676 +16%
RFS
2074
Richardson Financial Services
Massachusetts
$343K +$15.2K +535 +5%
WP
2075
WealthPLAN Partners
Nebraska
$343K -$44.8K -1,578 -11%