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Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
2451
Steel Grove Capital Advisors
Tennessee
$282K +$4.61K +36 +2%
DAM
2452
Deltec Asset Management
New York
$281K – – –
MIM
2453
Merrion Investment Management
New Jersey
$281K – – –
WCM
2454
Wisconsin Capital Management
Wisconsin
$281K – – –
CPSC
2455
Carl P. Sherr & Co
Massachusetts
$281K +$255K +1,996 New
SFCL
2456
Strengthening Families & Communities LLC
Massachusetts
$281K +$256K +1,999 New
CI
2457
Carroll Investors
South Carolina
$281K +$256K +2,000 New
TWM
2458
Tanager Wealth Management
United Kingdom
$281K +$256K +2,000 New
ANB
2459
Amarillo National Bank
Texas
$280K – – –
GWS
2460
Glassman Wealth Services
Virginia
$279K +$37.9K +296 +18%
PWA
2461
Peterson Wealth Advisors
Utah
$278K +$253K +1,978 New
RWA
2462
River Wealth Advisors
Pennsylvania
$277K +$21.6K +169 +9%
PAIM
2463
Punch & Associates Investment Management
Minnesota
$276K – – –
YWS
2464
Yarger Wealth Strategies
Ohio
$276K +$251K +1,960 New
FMP
2465
Financial Management Professionals
Texas
$275K -$7.55K -59 -3%
AWA
2466
AmeriServ Wealth Advisors
Pennsylvania
$275K – – –
PFG
2467
Pinnacle Financial Group
Illinois
$274K +$249K +1,947 New
RFN
2468
RDA Financial Network
Iowa
$273K -$80.6K -630 -25%
FFG
2469
Frisch Financial Group
New York
$273K -$24.8K -194 -9%
IAS
2470
IMA Advisory Services
Colorado
$273K – – –
LF
2471
LifeSteps Financial
California
$273K – – –
GPFA
2472
Game Plan Financial Advisors
Ohio
$272K -$16.3K -127 -6%
WAG
2473
Winthrop Advisory Group
Massachusetts
$270K -$2.99M -23,336 -92%
HCM
2474
Hollencrest Capital Management
California
$270K -$205K -1,599 -45%
FPTW
2475
Franklin, Parlapiano, Turner & Welch
Texas
$270K – – –