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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3351
Mascoma Wealth Management
New Hampshire
$304K +$13.5K +42 +6%
BC
3352
Brio Consultants
California
$304K +$242K +753 New
AAM
3353
Aureus Asset Management
Massachusetts
$303K -$290K -900 -55%
HI
3354
Humankind Investments
New York
$303K -$97.2K -302 -29%
CG
3355
Clifford Group
Massachusetts
$303K -$21.6K -67 -8%
MS
3356
Marshall & Sullivan
Washington
$303K +$241K +750 New
PIFP
3357
Partners in Financial Planning
Virginia
$303K +$241K +750 New
ABLA
3358
Alan B. Lancz & Associates
Ohio
$302K +$241K +748 New
MLA
3359
MB, Levis & Associates
Pennsylvania
$302K – – –
RC
3360
Rangeley Capital
Connecticut
$302K +$241K +748 New
FNWM
3361
Financial Network Wealth Management
Utah
$302K +$241K +750 New
DWM
3362
Darwin Wealth Management
Florida
$302K +$2.57K +8 +1%
PWM
3363
Paulson Wealth Management
Illinois
$302K +$240K +747 New
LT
3364
Legacy Trust
Michigan
$301K -$31.2K -97 -12%
SCP
3365
Silverleafe Capital Partners
Tennessee
$301K +$240K +746 New
HIP
3366
Harrell Investment Partners
Texas
$301K -$29.6K -92 -11%
BMWM
3367
Brown Miller Wealth Management
Virginia
$300K +$239K +742 New
MW
3368
Members Wealth
Pennsylvania
$299K +$286K +890 New
PIP
3369
Peachtree Investment Partners
Florida
$299K +$238K +741 New
HFA
3370
Hippocratic Financial Advisors
California
$299K +$238K +741 New
BFS
3371
BridgePort Financial Solutions
Iowa
$299K +$341K +1,059 New
BWM
3372
Brown Wealth Management
Illinois
$298K -$124K -386 -34%
KPWG
3373
KFA Private Wealth Group
Virginia
$298K +$238K +739 New
SFP
3374
Sandbox Financial Partners
Maryland
$298K -$74.6K -232 -24%
Private Management Group
3375
Private Management Group
California
$298K +$237K +738 New