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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2351
Liberty Wealth Management
California
$324K -$2.92K -72 -0.9%
VFP
2352
Verus Financial Partners
Virginia
$323K -$6.41K -158 -2%
MJRIC
2353
Mogy Joel R Investment Counsel
California
$322K
MCM
2354
Manchester Capital Management
Vermont
$322K -$203K -5,012 -39%
EW
2355
Element Wealth
Mississippi
$320K +$5.84K +144 +2%
WF
2356
Wayfinding Financial
Washington
$320K -$47.3K -1,165 -13%
WA
2357
WBH Advisory
Maryland
$320K -$32.8K -808 -9%
BBI
2358
Baxter Bros Inc
Connecticut
$319K -$55K -1,357 -15%
SI
2359
Stirlingshire Investments
New York
$319K +$318K +7,838 New
MPCG
2360
Matrix Private Capital Group
New York
$319K
PA
2361
Probity Advisors
Texas
$318K -$18.7K -462 -6%
TVPW
2362
Third View Private Wealth
Connecticut
$318K +$317K +7,808 New
CCT
2363
Capital City Trust
Florida
$318K -$11.2K -275 -3%
RZH
2364
Relyea Zuckerberg Hanson
Connecticut
$317K -$59.9K -1,476 -16%
LT
2365
Legacy Trust
Michigan
$317K +$11.8K +290 +4%
RFS
2366
Richardson Financial Services
Massachusetts
$317K +$22.8K +563 +8%
PWM
2367
Paulson Wealth Management
Illinois
$314K -$3.33K -82 -1%
GHA
2368
Granite Harbor Advisors
Texas
$314K +$18.1K +446 +6%
MWM
2369
MBE Wealth Management
Wisconsin
$314K +$9.45K +233 +3%
SWK
2370
Stephen W. Kidder
$314K -$11.4K -282 -4%
OPA
2371
Old Port Advisors
Maine
$313K -$13.7K -338 -4%
NRG
2372
Nemes Rush Group
Michigan
$313K +$46.8K +1,154 +18%
LCA
2373
Legend Capital Advisors
New York
$312K +$230K +5,680 New
VIM
2374
Vancity Investment Management
British Columbia, Canada
$312K +$60.3K +1,487 +24%
PCM
2375
Princeton Capital Management
New Jersey
$312K -$9.69K -239 -3%