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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1701
Chesapeake Wealth Management
Virginia
$284K -$3.28K -15 -1%
BSB
1702
Bangor Savings Bank
Maine
$284K – – –
WAOI
1703
Wealth Advisors of Iowa
Iowa
$284K – – –
WLPWM
1704
Walled Lake Planning & Wealth Management
Illinois
$284K +$657 +3 +0.3%
FC
1705
Fulcrum Capital
Washington
$281K -$5.47K -25 -2%
EPP
1706
ETF Portfolio Partners
Kansas
$281K – – –
AA
1707
AlphaCentric Advisors
Puerto Rico
$281K +$103K +470 +68%
TWM
1708
Triton Wealth Management
Arizona
$281K +$236K +1,077 New
WCM
1709
Wedge Capital Management
North Carolina
$279K -$82.5K -377 -25%
ACM
1710
Allred Capital Management
Texas
$279K -$30K -137 -11%
MECA
1711
Miller Equity Capital Advisors
Texas
$279K – – –
3F
1712
360 Financial
Minnesota
$278K +$14.4K +66 +6%
LFA
1713
Legacy Financial Advisors
Kentucky
$277K -$67.9K -310 -21%
NSAM
1714
North Star Asset Management
Wisconsin
$277K +$6.57K +30 +3%
SCM
1715
Southport Capital Management
Tennessee
$276K -$1.75K -8 -0.7%
FWP
1716
Firethorn Wealth Partners
Georgia
$276K +$438 +2 +0.2%
SVCP
1717
Silicon Valley Capital Partners
California
$275K +$438 +2 +0.2%
SCA
1718
Sander Capital Advisors
Washington
$275K +$249K +1,137 New
MWM
1719
Maltin Wealth Management
New Jersey
$273K -$21.5K -98 -8%
BAS
1720
Brown Advisory Securities
Maryland
$273K – – –
CBOR
1721
Community Bank of Raymore
Missouri
$272K -$21.9K -100 -8%
CCA
1722
Childress Capital Advisors
Texas
$271K -$157K -717 -39%
CI
1723
CX Institutional
Indiana
$271K +$72.7K +332 +42%
FWM
1724
Filbrandt Wealth Management
Wisconsin
$270K -$219 -1 -0.1%
ATFA
1725
All Terrain Financial Advisors
Minnesota
$270K – – –