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Name Holding Trade Value Shares
Change
Change in
Stake
BFF
3001
Byrne Financial Freedom
Massachusetts
$203K +$206K +600 New
SMA
3002
Seven Mile Advisory
New Jersey
$203K -$123K -358 -37%
CGF
3003
Constant Guidance Financial
Massachusetts
$203K +$206K +600 New
CPL
3004
Corecam Pte Ltd
$203K +$206K +600 New
TAM
3005
TCP Asset Management
Ohio
$202K +$206K +599 New
SCA
3006
Sandy Cove Advisors
Massachusetts
$202K +$205K +596 New
AGC
3007
August Group Capital
$201K +$205K +596 New
BIA
3008
Barry Investment Advisors
Massachusetts
$200K +$203K +591 New
ACM
3009
Anfield Capital Management
California
$199K +$202K +587 +29,350%
IWS
3010
Intentional Wealth Strategies
Colorado
$198K +$202K +586 New
GJIA
3011
Glass Jacobson Investment Advisors
Maryland
$198K +$198K +575 +5,750%
T
3012
Tidemark
California
$197K
MWA
3013
Medallion Wealth Advisors
Connecticut
$195K +$8.6K +25 +5%
ATC
3014
Adirondack Trust Company
New York
$189K -$2.75K -8 -1%
WG
3015
Wellington Group
Indiana
$188K +$77.4K +225 +68%
PAM
3016
Parvin Asset Management
South Dakota
$186K +$34.4K +100 +22%
CT
3017
Coastline Trust
Rhode Island
$179K
BDPWM
3018
Barnes Dennig Private Wealth Management
Ohio
$174K +$178K +516 New
PH
3019
Pinnacle Holdings
Oklahoma
$174K -$3.1K -9 -2%
BOJHT
3020
Bank of Jackson Hole Trust
Wyoming
$172K
VWM
3021
Vermillion Wealth Management
Minnesota
$172K
MWPCG
3022
Measured Wealth Private Client Group
New Hampshire
$171K -$108K -315 -38%
DCM
3023
Dorato Capital Management
Colorado
$171K -$10.3K -30 -6%
RFS
3024
Richardson Financial Services
Massachusetts
$170K +$16.5K +48 +11%
TWM
3025
TopTier Wealth Management
Wisconsin
$169K +$172K +500 New