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Name Holding Trade Value Shares
Change
Change in
Stake
UF
2601
Univest Financial
Pennsylvania
$214K +$194K +1,516 New
CAM
2602
Crestone Asset Management
Colorado
$214K +$195K +1,521 New
CAM
2603
Concorde Asset Management
Michigan
$214K +$200K +1,561 New
SW
2604
SteelPeak Wealth
California
$212K -$317K -2,479 -62%
LBC
2605
Lawrence B. Cohen
$211K -$142K -1,106 -42%
MC
2606
Machina Capital
France
$211K +$192K +1,500 New
SC
2607
Sonen Capital
California
$211K +$192K +1,500 New
TI
2608
Truepoint Inc
Ohio
$211K +$192K +1,502 New
PS
2609
Planned Solutions
California
$210K +$191K +1,491 New
AWG
2610
Altus Wealth Group
Colorado
$210K +$191K +1,492 New
AHIA
2611
Andrew Hill Investment Advisors
Florida
$209K +$191K +1,490 New
TVWM
2612
Tower View Wealth Management
Wisconsin
$207K +$128 +1 +0.1%
SWM
2613
Selective Wealth Management
Virginia
$207K +$51.2K +400 +37%
CICI
2614
Capital Investment Counsel Inc
North Carolina
$207K +$188K +1,470 New
OAJ
2615
Ogorek Anthony Joseph
New York
$206K – – –
TC
2616
Tacita Capital
Ontario, Canada
$206K – – –
ECM
2617
Elgethun Capital Management
South Dakota
$206K +$191K +1,495 New
MA
2618
MKT Advisors
California
$206K +$220K +1,715 New
KWA
2619
Kellett Wealth Advisors
Ohio
$205K +$186K +1,456 New
DM
2620
Diker Management
New York
$204K +$185K +1,449 New
AWA
2621
Amplius Wealth Advisors
Pennsylvania
$204K +$186K +1,452 New
C
2622
Covestor
United Kingdom
$204K +$186K +1,452 New
ODIJL
2623
One Day In July LLC
Vermont
$204K +$186K +1,453 New
TWM
2624
Thrive Wealth Management
Pennsylvania
$203K +$185K +1,442 New
3F
2625
360 Financial
Minnesota
$203K +$185K +1,443 New