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Name Holding Trade Value Shares
Change
Change in
Stake
DDC
1751
DF Dent & Co
Maryland
$217K +$185K +498 New
LC
1752
LCNB Corp
Ohio
$216K +$184K +497 New
AWM
1753
Alterna Wealth Management
Texas
$215K -$352K -950 -66%
LWA
1754
Lineweaver Wealth Advisors
Ohio
$215K +$183K +495 New
TA
1755
Trellis Advisors
Washington
$214K +$182K +491 New
CG
1756
Cutler Group
California
$213K
WAP
1757
Wealthcare Advisory Partners
Pennsylvania
$212K +$19.6K +53 +12%
BMO
1758
Beck Mack & Oliver
New York
$212K +$181K +488 New
KFA
1759
Kelleher Financial Advisors
New York
$211K +$180K +487 New
OCM
1760
Osterweis Capital Management
California
$210K -$126K -340 -41%
CWM
1761
Concentric Wealth Management
California
$210K +$179K +482 New
CF
1762
Copperwynd Financial
Arizona
$210K +$179K +483 New
FRA
1763
Front Row Advisors
California
$209K -$741 -2 -0.4%
TWP
1764
TFO Wealth Partners
Ohio
$208K +$19.3K +52 +12%
BCM
1765
Becker Capital Management
Oregon
$208K +$177K +477 New
FWP
1766
FAS Wealth Partners
Kansas
$208K +$177K +478 New
MPPLM
1767
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$208K +$177K +478 New
IIC
1768
Ironwood Investment Counsel
Arizona
$208K +$178K +480 New
CCM
1769
Cohen Capital Management
California
$205K +$174K +470 New
SP
1770
Successful Portfolios
Florida
$204K +$173K +468 New
BFO
1771
Biltmore Family Office
North Carolina
$203K +$173K +466 New
ECM
1772
Element Capital Management
New York
$203K +$173K +467 New
IIM
1773
Ipswich Investment Management
Massachusetts
$202K -$445K -1,200 -72%
AWM
1774
Adams Wealth Management
Utah
$202K +$172K +465 New
RPSA
1775
Richard P. Slaughter Associates
Texas
$201K +$171K +462 New