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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
1876
Clear Harbor Asset Management
Connecticut
$336K +$327K +961 New
DW30
1877
Drucker Wealth 3.0
New Jersey
$336K +$21.8K +64 +7%
BOC
1878
Bull Oak Capital
California
$336K – – –
NWM
1879
Northwest Wealth Management
Iowa
$335K -$42.9K -126 -12%
PPWM
1880
Paragon Private Wealth Management
Kentucky
$335K -$102K -299 -24%
PIA
1881
Pinion Investment Advisors
Kansas
$333K -$20.4K -60 -6%
AMG
1882
APS Management Group
California
$333K -$11.2K -33 -3%
PCA
1883
Purkiss Capital Advisors
Connecticut
$333K -$97.3K -286 -23%
DFA
1884
Delta Financial Advisors
Louisiana
$331K -$11.9K -35 -4%
MA
1885
Maxele Advisors
Missouri
$331K – – –
CP
1886
Canopy Partners
Ohio
$331K +$76.2K +224 +31%
BHBT
1887
Burke & Herbert Bank & Trust
Virginia
$331K +$321K +945 New
National Philanthropic Trust
1888
National Philanthropic Trust
Pennsylvania
$329K – – –
SFWC
1889
Strategic Family Wealth Counselors
New Jersey
$329K +$385K +1,132 New
RWI
1890
Red Wave Investments
Pennsylvania
$329K – – –
GFA
1891
Godfrey Financial Associates
New York
$329K +$319K +939 New
FWA
1892
FSM Wealth Advisors
Ohio
$328K -$399K -1,173 -56%
Advisory Alpha
1893
Advisory Alpha
Michigan
$327K +$5.78K +17 +2%
GHA
1894
Granite Harbor Advisors
Texas
$327K +$36.4K +107 +13%
SIC
1895
Sterling Investment Counsel
New York
$327K +$250K +735 New
RPCONE
1896
Retirement Planning Company of New England
Rhode Island
$327K -$78.9K -232 -20%
JWM
1897
JGP Wealth Management
Oregon
$326K +$317K +932 New
DOA
1898
D'Orazio & Associates
Virginia
$325K -$37.8K -111 -11%
EB
1899
Emprise Bank
Kansas
$324K -$52.7K -155 -14%
TCM
1900
Triumph Capital Management
Colorado
$323K +$51K +150 +19%