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Name Holding Trade Value Shares
Change
Change in
Stake
NB
2051
Northwest Bancshares
Pennsylvania
$357K – – –
NEGWA
2052
New England Guild Wealth Advisors
Connecticut
$357K +$8.19K +30 +2%
SC
2053
Sierra Capital
Florida
$356K -$7.37K -27 -2%
KA
2054
Klingman & Associates
New York
$356K +$13.9K +51 +3%
EA
2055
Echo45 Advisors
California
$355K -$174K -636 -29%
KAM
2056
Knightsbridge Asset Management
California
$355K +$261K +957 +153%
PPP
2057
Private Portfolio Partners
New Jersey
$355K -$16.4K -60 -4%
BTIM
2058
BancFirst Trust & Investment Management
Oklahoma
$354K – – –
GBWM
2059
Granite Bay Wealth Management
New Hampshire
$352K +$44.2K +162 +12%
VW
2060
Vance Wealth
California
$351K +$31.9K +117 +8%
FZCM
2061
Flynn Zito Capital Management
New York
$350K -$135K -495 -24%
IA
2062
IAM Advisory
Pennsylvania
$350K -$49.1K -180 -10%
KW
2063
KWB Wealth
California
$350K -$40.1K -147 -9%
SSCA
2064
South Shore Capital Advisors
Massachusetts
$350K – – –
KPWG
2065
KFA Private Wealth Group
Virginia
$350K +$9.83K +36 +2%
MCM
2066
Marathon Capital Management
Maryland
$350K +$426K +1,560 New
MPI
2067
Mairs & Power Inc
Minnesota
$349K – – –
RI
2068
Ridgewood Investments
New Jersey
$348K +$138K +507 +49%
MCC
2069
Money Concepts Capital
Florida
$347K -$3.4M -12,441 -89%
TIM
2070
Total Investment Management
Arizona
$347K -$86.8K -318 -17%
SC
2071
Sawyer & Company
Massachusetts
$347K – – –
BHWM
2072
Bar Harbor Wealth Management
New Hampshire
$346K +$157K +576 +60%
WFA
2073
Wellspring Financial Advisors
Ohio
$345K +$1.64K +6 +0.4%
AL
2074
ADE LLC
Maryland
$345K +$5.73K +21 +1%
SFWC
2075
Strategic Family Wealth Counselors
New Jersey
$345K +$19.7K +72 +5%