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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2051
RKL Wealth Management
Pennsylvania
$401K -$57.7K -549 -12%
BCCM
2052
Bridge Creek Capital Management
Massachusetts
$400K
PBO
2053
Peoples Bank (Ohio)
Ohio
$400K -$37.6K -358 -8%
AIFAIM
2054
American Institute for Advanced Investment Management
Arizona
$400K +$735 +7 +0.2%
GC
2055
GFG Capital
Florida
$400K -$1.68K -16 -0.4%
KMWM
2056
Keudell/Morrison Wealth Management
Oregon
$400K +$6.62K +63 +2%
AWAG
2057
ARS Wealth Advisors Group
Florida
$400K -$127K -1,207 -23%
EAM
2058
Evanson Asset Management
California
$400K +$4.31K +41 +1%
CL
2059
COWA LLC
Oklahoma
$398K -$21K -200 -5%
SWM
2060
Segment Wealth Management
Texas
$398K +$83.4K +794 +24%
PWM
2061
Prentice Wealth Management
New York
$398K -$7.56K -72 -2%
CFS
2062
Cannon Financial Strategists
Georgia
$398K +$4.73K +45 +1%
CC
2063
Callan Capital
California
$397K +$107K +1,018 +33%
TI
2064
Truepoint Inc
Ohio
$396K +$17K +162 +4%
Members Trust
2065
Members Trust
Florida
$396K
FSC
2066
Full Sail Capital
Oklahoma
$396K +$38.4K +366 +10%
PWM
2067
Palumbo Wealth Management
New York
$396K +$429K +4,084 New
EA
2068
Ergawealth Advisors
Illinois
$395K +$105 +1 +0%
ZIG
2069
Zullo Investment Group
Pennsylvania
$393K -$4.41K -42 -1%
PFP
2070
Paragon Financial Partners
California
$392K
FWSM
2071
First Wilshire Securities Management
California
$391K
MCCA
2072
Mill Creek Capital Advisors
Pennsylvania
$390K -$133K -1,271 -24%
OPOWM
2073
One Plus One Wealth Management
Florida
$389K
OCM
2074
Osterweis Capital Management
California
$388K -$21.5K -205 -5%
SGK
2075
Steigerwald Gordon & Koch
Virginia
$388K +$62.8K +598 +18%