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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
2051
Asset Allocation Strategies
Michigan
$314K +$6.83K +270 +2%
PWM
2052
Palumbo Wealth Management
New York
$313K -$18.8K -743 -6%
CAM
2053
Costello Asset Management
Pennsylvania
$313K -$63.7K -2,517 -17%
RFS
2054
Richardson Financial Services
Massachusetts
$313K +$11.3K +447 +4%
TCWM
2055
Total Clarity Wealth Management
Illinois
$312K +$109K +4,304 +52%
JC
2056
Jacobs & Co
California
$312K -$50K -1,975 -14%
ICA
2057
Infrastructure Capital Advisors
New York
$312K +$17.3K +684 +6%
WC
2058
Woodstock Corp
Massachusetts
$311K -$5.06K -200 -2%
FMC
2059
First Merchants Corp
Indiana
$311K +$24.8K +979 +8%
MWM
2060
MBE Wealth Management
Wisconsin
$311K -$354 -14 -0.1%
REMPR
2061
Roof Eidam Maycock Peralta (REMP)
California
$311K +$7.85K +310 +3%
BC
2062
Barrett & Company
Rhode Island
$310K +$36.6K +1,445 +13%
MIC
2063
Means Investment Company
Maine
$310K -$219K -8,641 -41%
A
2064
Alongside
Texas
$309K +$315K +12,447 New
GTAM
2065
Global Trust Asset Management
Florida
$309K +$111K +4,370 +54%
SWM
2066
Sandro Wealth Management
New Jersey
$309K +$315K +12,445 New
HCM
2067
Hengehold Capital Management
Ohio
$309K +$24.8K +980 +9%
SCM
2068
Schnieders Capital Management
California
$309K
PPW
2069
Pasadena Private Wealth
California
$309K
MWM
2070
MorganRosel Wealth Management
Colorado
$307K +$313K +12,378 New
ML
2071
Mayport LLC
Massachusetts
$306K +$87.6K +3,461 +39%
TC
2072
Tannin Capital
North Carolina
$306K +$312K +12,329 New
C
2073
Covestor
United Kingdom
$306K +$212K +8,358 +212%
PCMK
2074
Paragon Capital Management (Kansas)
Kansas
$306K -$7.16K -283 -2%
CFFP
2075
Center for Financial Planning
Michigan
$305K -$12.9K -508 -4%