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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2051
AllSquare Wealth Management
New York
$442K
LCM
2052
LVM Capital Management
Michigan
$441K +$5.04K +125 +1%
SCM
2053
Silvant Capital Management
Georgia
$441K
CFO
2054
CVA Family Office
Colorado
$440K +$12.7K +316 +3%
WBCM
2055
Wilson & Boucher Capital Management
California
$439K -$25.2K -625 -6%
LWM
2056
Liberty Wealth Management
California
$439K +$705K +17,486 +180%
BBI
2057
Baxter Bros Inc
Connecticut
$438K -$11.9K -296 -3%
Cohen & Steers
2058
Cohen & Steers
New York
$438K -$8.02K -199 -2%
CFSG
2059
Community Financial Services Group
Vermont
$437K -$87.1K -2,162 -17%
SFB
2060
STAR Financial Bank
Indiana
$436K +$45.8K +1,137 +12%
SA
2061
Shilanski & Associates
Alaska
$436K -$2.46K -61 -0.6%
ME
2062
McIlrath & Eck
Washington
$436K -$38.4K -953 -8%
EFG
2063
Ethos Financial Group
Pennsylvania
$434K +$48K +1,191 +14%
UFF
2064
USA Financial Formulas
Michigan
$434K +$421K +10,440 +14,500%
APA
2065
Astoria Portfolio Advisors
New York
$433K +$125K +3,108 +42%
SMA
2066
Sage Mountain Advisors
Georgia
$433K -$82.4K -2,044 -16%
TWP
2067
Tower Wealth Partners
Pennsylvania
$433K +$36.5K +905 +9%
CSI
2068
Cross Staff Investments
New York
$432K -$37.5K -930 -8%
AAM
2069
Augustine Asset Management
Florida
$431K -$21.1K -523 -5%
KWM
2070
Kolinsky Wealth Management
New Jersey
$429K -$49.8K -1,236 -11%
RGC
2071
Roberts, Glore & Co
Illinois
$429K -$25.2K -625 -6%
CAG
2072
Crestwood Advisors Group
Massachusetts
$428K -$113K -2,814 -21%
MCM
2073
Manchester Capital Management
Vermont
$428K -$97.5K -2,420 -19%
FAFN
2074
First Affirmative Financial Network
Colorado
$427K +$24K +596 +6%
ICP
2075
Interchange Capital Partners
Pennsylvania
$427K +$417K +10,354 New