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Name Holding Trade Value Shares
Change
Change in
Stake
IAP
1751
Indie Asset Partners
Indiana
$373K +$2.31K +10 +0.6%
MW
1752
Marcum Wealth
Ohio
$373K +$190K +823 +103%
CCG
1753
Chatham Capital Group
Georgia
$369K +$17.3K +75 +5%
FRA
1754
Frank Rimerman Advisors
California
$367K +$368K +1,597 New
BIA
1755
BHK Investment Advisors
Alabama
$367K +$26.5K +115 +8%
PCP
1756
Proficio Capital Partners
Massachusetts
$365K -$50.5K -219 -12%
PCMC
1757
Private Capital Management (Colorado)
Colorado
$365K -$9.91K -43 -3%
SMA
1758
Sage Mountain Advisors
Georgia
$365K +$366K +1,589 New
CA
1759
Calton & Associates
Florida
$363K -$29.1K -126 -7%
FMT
1760
First Mercantile Trust
Tennessee
$363K +$10.1K +44 +3%
WRM
1761
Weybosset Research & Management
Rhode Island
$362K -$34.6K -150 -9%
PDM
1762
Penn Davis McFarland
Texas
$360K
HHAA
1763
Henry H. Armstrong Associates
Pennsylvania
$359K -$295K -1,279 -45%
MSFS
1764
Main Street Financial Solutions
Pennsylvania
$359K +$360K +1,561 New
DWM
1765
Destination Wealth Management
California
$356K -$30.4K -132 -8%
BWP
1766
Bernardo Wealth Planning
Pennsylvania
$356K
CAL
1767
Capital Advisors Ltd
Ohio
$356K +$922 +4 +0.3%
FCA
1768
FinTrust Capital Advisors
South Carolina
$354K -$55.3K -240 -13%
ERIM
1769
Eagle Ridge Investment Management
Connecticut
$353K -$144K -623 -29%
BAM
1770
Baldrige Asset Management
Pennsylvania
$353K
TF
1771
TimeScale Financial
Massachusetts
$353K +$2.08K +9 +0.6%
MLL
1772
Moody Lynn & Lieberson
Massachusetts
$351K
CWC
1773
Carolinas Wealth Consulting
North Carolina
$351K +$57.2K +248 +19%
CWA
1774
Clearview Wealth Advisors
Oregon
$351K +$352K +1,526 New
LSA
1775
L & S Advisors
California
$350K +$11.5K +50 +3%