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Name Holding Trade Value Shares
Change
Change in
Stake
CMF
2101
Counterpoint Mutual Funds
California
$344K +$385K +897 New
PJSIMP
2102
P.J. Schmidt Investment Management (PJS)
Wisconsin
$344K +$10.7K +25 +3%
AWM
2103
Ariadne Wealth Management
California
$343K -$180K -419 -32%
USB
2104
Union Savings Bank
Connecticut
$343K -$14.6K -34 -4%
EWS
2105
Eagle Wealth Strategies
New Jersey
$342K +$83.2K +194 +28%
AFA
2106
Allium Financial Advisors
Oregon
$342K +$382K +891 New
FDDB
2107
Fidelity D&D Bancorp
Pennsylvania
$341K – – –
LFP
2108
Leeward Financial Partners
Washington
$341K -$199K -463 -34%
MWM
2109
Mindset Wealth Management
Indiana
$339K – – –
MWA
2110
Muirfield Wealth Advisors
North Carolina
$338K -$11.6K -27 -3%
ISFAN
2111
Investor's Fiduciary Advisor Network
Washington
$337K -$323K -753 -46%
Everett Harris & Co
2112
Everett Harris & Co
California
$337K -$45.9K -107 -11%
RIM
2113
RW Investment Management
Idaho
$336K +$3.43K +8 +0.9%
PTC
2114
Philadelphia Trust Company
Pennsylvania
$335K -$9.29M -21,657 -96%
Jarislowsky, Fraser Ltd
2115
Jarislowsky, Fraser Ltd
Quebec, Canada
$334K – – –
GAA
2116
Guardian Asset Advisors
Pennsylvania
$333K -$37.3K -87 -9%
FA
2117
Financial Alternatives
California
$332K – – –
VIM
2118
Vista Investment Management
Pennsylvania
$332K -$4.29K -10 -1%
ARK Investment Management
2119
ARK Investment Management
Florida
$331K +$163K +379 +78%
FWP
2120
Forefront Wealth Partners
Texas
$330K +$13.7K +32 +4%
Wedge Capital Management
2121
Wedge Capital Management
North Carolina
$329K +$15.4K +36 +4%
HW
2122
Hamilton Wealth
California
$329K +$368K +857 New
CPA
2123
Cardiff Park Advisors
California
$328K – – –
ZIG
2124
Zullo Investment Group
Pennsylvania
$328K +$32.6K +76 +10%
MA
2125
MJP Associates
Connecticut
$328K +$42.9K +100 +13%