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Name Holding Trade Value Shares
Change
Change in
Stake
BBI
2051
Baxter Bros Inc
Connecticut
$481K +$3.46K +83 +0.8%
CNBTD
2052
Citizens National Bank Trust Department
Mississippi
$481K
AWM
2053
AllSquare Wealth Management
New York
$481K
FA
2054
Freestate Advisors
Kansas
$481K +$447K +10,703 New
EFG
2055
Ethos Financial Group
Pennsylvania
$480K +$32.9K +789 +8%
SCM
2056
Silvant Capital Management
Georgia
$480K
TWM
2057
TriaGen Wealth Management
California
$480K +$15.7K +375 +4%
WHC
2058
Wulff, Hansen & Co
California
$479K -$13.6K -327 -3%
LIG
2059
Lokken Investment Group
Delaware
$477K -$13.6K -325 -3%
S
2060
Sachetta
Massachusetts
$476K +$59.1K +1,416 +15%
MWA
2061
Meridian Wealth Advisors
Texas
$475K +$67.4K +1,616 +18%
CVA
2062
Central Valley Advisors
California
$473K -$47.1K -1,128 -10%
WP
2063
Westmount Partners
California
$472K -$54.7K -1,310 -11%
BIA
2064
Bigelow Investment Advisors
Maine
$470K -$16.8K -402 -4%
MFG
2065
Midwest Financial Group
Kansas
$468K -$381K -9,122 -47%
HAIM
2066
Hunter Associates Investment Management
Pennsylvania
$468K -$22.8K -547 -5%
CFSG
2067
Community Financial Services Group
Vermont
$466K -$9.14K -219 -2%
BAM
2068
Boyar Asset Management
New York
$464K -$25K -600 -5%
SCM
2069
Stevens Capital Management
Pennsylvania
$464K +$431K +10,338 New
BAM
2070
BOS Asset Management
Illinois
$462K +$1.29K +31 +0.3%
HS
2071
Horan Securities
United States
$462K -$21.5K -515 -5%
PSP
2072
Pacific Sage Partners
Washington
$461K -$21K -504 -5%
LWM
2073
Liberty Wealth Management
California
$459K -$708K -16,959 -62%
TWP
2074
Tower Wealth Partners
Pennsylvania
$459K -$11.6K -277 -3%
CFFP
2075
Center for Financial Planning
Michigan
$458K -$224K -5,371 -34%