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Name Holding Trade Value Shares
Change
Change in
Stake
CTFG
1751
Capstone Triton Financial Group
Oklahoma
$302K +$219K +1,284 New
LC
1752
Lincoln Capital
Nebraska
$302K +$219K +1,284 New
NCM
1753
New Capital Management
Texas
$301K
KM
1754
Kalos Management
Georgia
$301K +$205K +1,203 New
RT
1755
Rockland Trust
Massachusetts
$300K -$51.2K -300 -19%
BWM
1756
Baystate Wealth Management
Massachusetts
$300K +$154K +900 +240%
CCM
1757
Crossvault Capital Management
Texas
$300K +$218K +1,275 New
WIC
1758
Woodmont Investment Counsel
Tennessee
$300K +$218K +1,275 New
SP
1759
Successful Portfolios
Florida
$298K +$216K +1,266 New
CAG
1760
Curtis Advisory Group
California
$297K +$216K +1,263 New
IFA
1761
Interactive Financial Advisors
Illinois
$297K +$216K +1,263 New
LAM
1762
LifePro Asset Management
California
$297K +$216K +1,263 New
NC
1763
NinePointTwo Capital
California
$297K +$216K +1,263 New
MSA
1764
Marino Stram & Associates
Massachusetts
$296K +$215K +1,257 New
BFM
1765
Boothbay Fund Management
New York
$296K +$215K +1,260 New
PD
1766
Planning Directions
Pennsylvania
$296K +$215K +1,260 New
TGAM
1767
TBH Global Asset Management
Tennessee
$295K -$41.5K -243 -16%
HIM
1768
Hillsdale Investment Management
Ontario, Canada
$295K
OWM
1769
OneAscent Wealth Management
Alabama
$295K +$214K +1,254 New
BFA
1770
Beaumont Financial Advisors
Massachusetts
$294K +$213K +1,248 New
PHS
1771
Pekin Hardy Strauss
Illinois
$294K +$213K +1,251 New
BWM
1772
BCGM Wealth Management
Indiana
$293K +$184K +1,077 New
SC
1773
SouthState Corp
Florida
$289K -$179K -1,050 -46%
WCA
1774
Westover Capital Advisors
Delaware
$289K -$108K -630 -34%
BIA
1775
Bigelow Investment Advisors
Maine
$289K -$43.5K -255 -17%