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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2826
Cortland Associates
Missouri
$217K – – –
UWPG
2827
Ullmann Wealth Partners Group
Florida
$217K +$2.4K +7 +1%
AWP
2828
Accretive Wealth Partners
New Jersey
$217K +$205K +599 New
CPA
2829
Capital Performance Advisors
California
$217K -$80.4K -235 -28%
AI
2830
Auour Investments
Massachusetts
$217K – – –
WAL
2831
W Advisors LLC
Tennessee
$217K – – –
MFG
2832
Monte Financial Group
Connecticut
$216K +$192K +562 New
LWM
2833
Langley Wealth Management
Mississippi
$216K +$204K +596 New
BWM
2834
Bluebird Wealth Management
Massachusetts
$216K +$204K +596 New
ANC
2835
Ames National Corp
Iowa
$215K – – –
DBG
2836
De Burlo Group
Massachusetts
$215K – – –
SWK
2837
Stephen W. Kidder
$215K – – –
PCM
2838
Penserra Capital Management
California
$215K -$64.4K -188 -24%
DP
2839
Diadema Partners
New Jersey
$215K +$35.2M +102,701 New
DPI
2840
Diversified Portfolios Inc
Michigan
$214K +$202K +591 New
OLA
2841
Oliver Luxxe Assets
New Jersey
$214K -$17.1K -50 -8%
MWA
2842
Motive Wealth Advisors
Michigan
$214K +$202K +590 New
BGAI
2843
Bruce G. Allen Investments
Colorado
$213K -$29.1K -85 -13%
FCG
2844
Fielder Capital Group
Tennessee
$212K +$4.79K +14 +2%
MAM
2845
Mainsail Asset Management
Alabama
$212K – – –
SCP
2846
Sivia Capital Partners
California
$212K – – –
VFA
2847
Values First Advisors
Tennessee
$211K +$2.05K +6 +1%
YWM
2848
Yoder Wealth Management
California
$211K +$3.08K +9 +2%
WAM
2849
WNY Asset Management
New York
$211K +$199K +582 New
PHAM
2850
Palisades Hudson Asset Management
Florida
$210K – – –