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Name Holding Trade Value Shares
Change
Change in
Stake
BW
2151
Blalock Williams
Alabama
$325K +$36K +1,308 +13%
CPCM
2152
Cardinal Point Capital Management
Ontario, Canada
$325K -$54.8K -1,987 -15%
MW
2153
MBL Wealth
North Carolina
$324K +$20.4K +740 +7%
SH
2154
SLT Holdings
Arizona
$324K -$463K -16,788 -60%
CWM
2155
Connecticut Wealth Management
Connecticut
$324K -$276 -10 -0.1%
BB
2156
Berkshire Bank
Massachusetts
$324K -$992 -36 -0.3%
SW
2157
SlateStone Wealth
Florida
$323K – – –
GK
2158
Graney & King
New York
$323K +$55 +2 +0%
KLCM
2159
KG&L Capital Management
Louisiana
$322K -$10.1K -367 -3%
SFGP
2160
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$322K +$1.9K +69 +0.6%
PPC
2161
Park Place Capital
Alabama
$321K -$81.2K -2,945 -21%
FWA
2162
Flagship Wealth Advisors
Massachusetts
$321K +$46.8K +1,698 +18%
CVA
2163
Central Valley Advisors
California
$321K +$165 +6 +0.1%
WS
2164
Wela Strategies
Georgia
$320K +$24.6K +891 +9%
AFS
2165
AFG Fiduciary Services
Massachusetts
$320K +$799 +29 +0.3%
BF
2166
Blankinship & Foster
California
$319K -$144K -5,234 -32%
CTA
2167
Colonial Trust Advisors
South Carolina
$319K +$1.41K +51 +0.5%
BC
2168
Barrett & Company
Rhode Island
$319K -$799 -29 -0.3%
BWM
2169
Biltmore Wealth Management
Arizona
$319K +$28 +1 +0%
HP
2170
HT Partners
Connecticut
$318K – – –
BF
2171
Brucke Financial
Indiana
$318K +$3.47K +126 +1%
FWM
2172
FSA Wealth Management
Massachusetts
$318K +$331 +12 +0.1%
VHAM
2173
Van Hulzen Asset Management
California
$317K -$468 -17 -0.2%
WBC
2174
West Branch Capital
Massachusetts
$317K +$135K +4,909 +81%
RW
2175
Rockport Wealth
Ohio
$317K +$302K +10,944 New