Name Holding Trade Value Shares
Change
Change in
Stake
FM
2051
Foster & Motley
Ohio
$403K +$14.1K +134 +3%
RWM
2052
RKL Wealth Management
Pennsylvania
$401K -$57.7K -549 -12%
BCCM
2053
Bridge Creek Capital Management
Massachusetts
$400K – – –
PBO
2054
Peoples Bank (Ohio)
Ohio
$400K -$37.6K -358 -8%
AIFAIM
2055
American Institute for Advanced Investment Management
Arizona
$400K +$735 +7 +0.2%
GC
2056
GFG Capital
Florida
$400K -$1.68K -16 -0.4%
KMWM
2057
Keudell/Morrison Wealth Management
Oregon
$400K +$6.62K +63 +2%
AWAG
2058
ARS Wealth Advisors Group
Florida
$400K -$127K -1,207 -23%
EAM
2059
Evanson Asset Management
California
$400K +$4.31K +41 +1%
CL
2060
COWA LLC
Oklahoma
$398K -$21K -200 -5%
SWM
2061
Segment Wealth Management
Texas
$398K +$83.4K +794 +24%
PWM
2062
Prentice Wealth Management
New York
$398K -$7.56K -72 -2%
CFS
2063
Cannon Financial Strategists
Georgia
$398K +$4.73K +45 +1%
CC
2064
Callan Capital
California
$397K +$107K +1,018 +33%
TI
2065
Truepoint Inc
Ohio
$396K +$17K +162 +4%
Members Trust
2066
Members Trust
Florida
$396K – – –
FSC
2067
Full Sail Capital
Oklahoma
$396K +$38.4K +366 +10%
PWM
2068
Palumbo Wealth Management
New York
$396K +$429K +4,084 New
EA
2069
Ergawealth Advisors
Illinois
$395K +$105 +1 +0%
ZIG
2070
Zullo Investment Group
Pennsylvania
$393K -$4.41K -42 -1%
PFP
2071
Paragon Financial Partners
California
$392K – – –
FWSM
2072
First Wilshire Securities Management
California
$391K – – –
MCCA
2073
Mill Creek Capital Advisors
Pennsylvania
$390K -$133K -1,271 -24%
OPOWM
2074
One Plus One Wealth Management
Florida
$389K – – –
OCM
2075
Osterweis Capital Management
California
$388K -$21.5K -205 -5%