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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
2126
Keudell/Morrison Wealth Management
Oregon
$457K -$14.1K -123 -3%
SCA
2127
Sippican Capital Advisors
Massachusetts
$456K -$178K -1,550 -28%
D
2128
Diversified
Delaware
$456K -$10.8K -94 -2%
OCM
2129
Osterweis Capital Management
California
$456K
AFPL
2130
Advus Financial Partners, LLC
Florida
$455K +$7.91K +69 +2%
FWSM
2131
First Wilshire Securities Management
California
$455K -$4.01K -35 -0.9%
TCWA
2132
Turtle Creek Wealth Advisors
Texas
$455K +$180K +1,572 +65%
WAM
2133
Westport Asset Management
Connecticut
$455K
ZIG
2134
Zullo Investment Group
Pennsylvania
$454K +$4.13K +36 +0.9%
RWM
2135
RKL Wealth Management
Pennsylvania
$454K -$4.7K -41 -1%
FCA
2136
FinTrust Capital Advisors
South Carolina
$453K +$54K +471 +13%
FCA
2137
FLC Capital Advisors
California
$453K
CWM
2138
Cahaba Wealth Management
Georgia
$452K -$5.39K -47 -1%
CWM
2139
Cranbrook Wealth Management
Michigan
$451K
PBO
2140
Peoples Bank (Ohio)
Ohio
$449K -$13.8K -120 -3%
IWP
2141
Invenio Wealth Partners
Florida
$449K -$33.8K -295 -7%
CFG
2142
Cooper Financial Group
California
$448K -$6.08K -53 -1%
MCCA
2143
Mill Creek Capital Advisors
Pennsylvania
$447K +$31.5K +275 +8%
SWC
2144
Spectrum Wealth Counsel
Indiana
$446K
MPM
2145
Meritage Portfolio Management
Kansas
$446K +$459 +4 +0.1%
ML
2146
McAdam LLC
Pennsylvania
$446K -$159K -1,383 -26%
HWMG
2147
Hurlow Wealth Management Group
Indiana
$446K +$229 +2 +0.1%
SAM
2148
Summit Asset Management
Tennessee
$445K
PCM
2149
Pointe Capital Management
Michigan
$445K
BCM
2150
BluePath Capital Management
Georgia
$445K +$69K +602 +18%