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Name Holding Trade Value Shares
Change
Change in
Stake
TA
2301
TFG Advisers
Michigan
$240K +$247K +470 New
PBO
2302
Peoples Bank (Ohio)
Ohio
$239K +$11.5K +22 +5%
RWA
2303
River Wealth Advisors
Pennsylvania
$239K
KWM
2304
Keebeck Wealth Management
Illinois
$239K
BG
2305
Bahl & Gaynor
Ohio
$238K -$83.9K -160 -26%
FB
2306
First Bancorp
Maine
$237K -$15.7K -30 -6%
CFO
2307
Collective Family Office
Pennsylvania
$237K
UAM
2308
Unison Asset Management
Florida
$237K
EWA
2309
ERTS Wealth Advisors
Michigan
$237K +$244K +465 New
GC
2310
Garde Capital
Washington
$235K +$5.25K +10 +2%
VNA
2311
Valley National Advisers
Pennsylvania
$235K +$76.6K +146 +46%
WSWA
2312
Warren Street Wealth Advisors
California
$235K +$241K +460 New
W
2313
Wealthquest
Ohio
$234K +$5.77K +11 +2%
MAM
2314
McLean Asset Management
Virginia
$234K +$230K +439 New
RA
2315
Rational Advisors
New York
$234K -$97.1K -185 -29%
LFG
2316
Larson Financial Group
Missouri
$233K -$316K -603 -57%
SC
2317
Searle & Co
Connecticut
$233K
CPW
2318
Catalyst Private Wealth
California
$233K +$13.6K +26 +6%
PRWA
2319
Platte River Wealth Advisors
Colorado
$232K
WKSWA
2320
White Knight Strategic Wealth Advisors
New Jersey
$231K -$343K -654 -59%
AFP
2321
Alpha Financial Partners
Kentucky
$231K
WMP
2322
Wealth Management Partners
Arizona
$231K +$238K +454 New
PWA
2323
Pillar Wealth Advisors
Pennsylvania
$229K
MWA
2324
Motive Wealth Advisors
Michigan
$229K -$22K -42 -9%
TFA
2325
Tranquilli Financial Advisor
New Jersey
$229K -$14.7K -28 -6%