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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2626
Monument Capital Management
Virginia
$302K +$38.9K +306 +16%
CWG
2627
Crown Wealth Group
North Carolina
$302K +$6.87K +54 +2%
CAM
2628
Clark Asset Management
New Hampshire
$301K +$289K +2,271 New
FDDB
2629
Fidelity D&D Bancorp
Pennsylvania
$300K -$12.7K -100 -4%
MIA
2630
MeadowBrook Investment Advisors
Michigan
$300K – – –
WCM
2631
Windsor Capital Management
Arizona
$300K +$2.54K +20 +0.9%
HIF
2632
Hill Island Financial
Michigan
$300K -$280K -2,201 -49%
RFP
2633
Root Financial Partners
California
$300K +$30.7K +241 +12%
SGCA
2634
Steel Grove Capital Advisors
Tennessee
$299K -$7.38K -58 -3%
SC
2635
Schiavi & Co
Delaware
$299K -$52.7K -414 -16%
CWA
2636
Consilio Wealth Advisors
Washington
$298K +$15.7K +123 +6%
RWA
2637
Redhawk Wealth Advisors
Minnesota
$297K +$285K +2,236 New
CWM
2638
Cabot Wealth Management
Massachusetts
$296K +$15.3K +120 +6%
ANB
2639
Amarillo National Bank
Texas
$296K – – –
BAM
2640
Bosun Asset Management
Illinois
$296K +$23.7K +186 +9%
APW
2641
Austin Private Wealth
Texas
$296K -$25.8K -203 -8%
NEWAS
2642
N.E.W. Advisory Services
Wisconsin
$296K +$58.7K +461 +26%
VP
2643
Verum Partners
North Carolina
$296K +$9.29K +73 +3%
Truepoint Inc
2644
Truepoint Inc
Ohio
$295K -$14.3K -112 -5%
Advance Capital Management
2645
Advance Capital Management
Michigan
$295K -$6.36K -50 -2%
LTI
2646
Laffer Tengler Investments
Tennessee
$295K +$5.34K +42 +2%
ISWM
2647
Independent Solutions Wealth Management
New York
$294K +$283K +2,220 New
WG
2648
Wealth Group
North Carolina
$294K -$1.91K -15 -0.7%
SC
2649
Summa Corp
Texas
$294K – – –
SAM
2650
Sherman Asset Management
California
$293K -$891 -7 -0.3%