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Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
1326
PFG Private Wealth Management
Florida
$74K +$2.84K +17 +4%
MHR
1327
Matthew Hamilton Rosenberg
$74K +$16.4K +98 +24%
EBA
1328
Eagle Bay Advisors
New York
$71K -$836 -5 -1%
TIM
1329
Tortoise Investment Management
New York
$69K -$33.4K -200 -30%
BONH
1330
Bank of New Hampshire
New Hampshire
$69K
VCM
1331
Vigilant Capital Management
Maine
$66K -$11.7K -70 -14%
APW
1332
Acima Private Wealth
Virginia
$64.1K
VNA
1333
Valley National Advisers
Pennsylvania
$63K
BWM
1334
Baystate Wealth Management
Massachusetts
$63K +$167 +1 +0.2%
GFPC
1335
Global Financial Private Client
Florida
$62.2K
IFAM
1336
Institutional & Family Asset Management
Colorado
$62K
HGERS
1337
Householder Group Estate & Retirement Specialist
Arizona
$58K +$65.8K +394 New
JWA
1338
JFS Wealth Advisors
Pennsylvania
$55K -$6.68K -40 -10%
ADL
1339
Asset Dedication LLC
California
$55K
BIA
1340
Bell Investment Advisors
California
$53K +$17K +102 +40%
MA
1341
MCF Advisors
Kentucky
$52K -$23.4K -140 -29%
GCGDR
1342
Geo Capital Gestora de Recursos
Brazil
$52K +$7.86K +47 +16%
JWM
1343
Janiczek Wealth Management
Colorado
$51K +$8.52K +51 +17%
BA
1344
Bellwether Advisors
Nebraska
$51K +$12.4K +74 +27%
PMFA
1345
Plante Moran Financial Advisors
Michigan
$50K -$7.69K -46 -12%
AP
1346
Arlington Partners
Alabama
$49K -$56.8K -340 -51%
CDIA
1347
Capital Directions Investment Advisors
Georgia
$47K -$53.5K -320 Closed
MMG
1348
Monetary Management Group
Missouri
$47K
SN
1349
Sittner & Nelson
Oregon
$46K
CT
1350
Clearstead Trust
Maine
$45K +$50.6K +303 New