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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2601
Compass Wealth Management
Connecticut
$281K +$265K +775 New
TWA
2602
Talisman Wealth Advisors
New Jersey
$280K +$20.9K +61 +9%
CCIA
2603
Cherry Creek Investment Advisors
Colorado
$280K +$4.45K +13 +2%
KFP
2604
Kerr Financial Planning
California
$280K +$1.03K +3 +0.4%
AT
2605
American Trust
Kentucky
$279K +$13.7K +40 +5%
LIA
2606
LS Investment Advisors
Michigan
$279K -$29.1K -85 -10%
CIP
2607
Convergence Investment Partners
Florida
$279K -$39.4K -115 -13%
SB
2608
SIG Brokerage
New York
$278K +$263K +768 New
CC
2609
Constitution Capital
Connecticut
$277K
SW
2610
SkyOak Wealth
Michigan
$277K
WFA
2611
West Financial Advisors
Iowa
$277K
BAMG
2612
Brand Asset Management Group
Missouri
$276K +$261K +762 New
AMPWP
2613
Alvarez & Marsal Private Wealth Partners
Florida
$276K -$213K -622 -45%
MRP
2614
Measured Risk Portfolios
California
$275K -$48.3K -141 -16%
EFH
2615
Eaton Financial Holdings
Florida
$273K -$185K -540 -42%
PCA
2616
Peddock Capital Advisors
Massachusetts
$273K
FDDB
2617
Fidelity D&D Bancorp
Pennsylvania
$273K +$33.2K +97 +15%
OFG
2618
Oxford Financial Group
Indiana
$273K -$345K -1,007 -57%
GHA
2619
Granite Harbor Advisors
Texas
$272K +$9.93K +29 +4%
KFS
2620
Kelly Financial Services
Massachusetts
$272K +$3.42K +10 +1%
SLT
2621
St Louis Trust
Missouri
$272K
B
2622
Birchbrook
Maine
$272K
DMC
2623
Drexel Morgan & Co
Pennsylvania
$272K
PCTC
2624
Perkins Coie Trust Company
Washington
$272K
RMAM
2625
Raab & Moskowitz Asset Management
New Jersey
$271K -$3.08K -9 -1%