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Name Holding Trade Value Shares
Change
Change in
Stake
PBO
2351
Peoples Bank (Ohio)
Ohio
$435K -$9.89K -75 -2%
MA
2352
MBA Advisors
Pennsylvania
$434K -$1.05K -8 -0.3%
HWM
2353
Horizon Wealth Management
Illinois
$433K -$7.78K -59 -2%
PS
2354
Planned Solutions
California
$433K +$137K +1,040 +49%
GPA
2355
Garrison Point Advisors
California
$432K – – –
ECA
2356
Elevated Capital Advisors
Utah
$432K – – –
BW
2357
BXM Wealth
Colorado
$431K – – –
LSIA
2358
LaSalle St. Investment Advisors
Illinois
$431K -$1.45K -11 -0.3%
AIP
2359
Almanack Investment Partners
Pennsylvania
$431K +$132 +1 +0%
BPW
2360
Bingham Private Wealth
California
$430K +$1.32K +10 +0.3%
WCM
2361
Wedge Capital Management
North Carolina
$430K +$9.36K +71 +2%
AGC
2362
Aspen Grove Capital
Colorado
$430K +$112K +849 +37%
OBWG
2363
Onyx Bridge Wealth Group
New York
$430K +$1.98K +15 +0.5%
SFP
2364
Shepherd Financial Partners
Massachusetts
$429K +$9.63K +73 +2%
GWCM
2365
Godshalk Welsh Capital Management
Pennsylvania
$428K -$4.22K -32 -1%
PWA
2366
Provenance Wealth Advisors
Florida
$428K -$146K -1,110 -26%
HWP
2367
Hibernia Wealth Partners
Louisiana
$428K +$415K +3,147 New
PIFP
2368
Partners in Financial Planning
Virginia
$428K – – –
UWPG
2369
Ullmann Wealth Partners Group
Florida
$427K -$1.98K -15 -0.5%
OWA
2370
Opal Wealth Advisors
New York
$427K +$39K +296 +10%
EAM
2371
Empirical Asset Management
Massachusetts
$426K -$161K -1,218 -28%
CG
2372
Curat Global
New Hampshire
$426K -$264K -2,000 -39%
HIF
2373
Hill Island Financial
Michigan
$425K +$114K +863 +38%
GS
2374
GTS Securities
Florida
$425K -$1.7M -12,863 -80%
WFMPM
2375
Woodley Farra Manion Portfolio Management
Indiana
$425K -$17.1K -130 -4%