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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2051
Sax Wealth Advisors
New Jersey
$303K -$88.7K -331 -22%
LCOV
2052
London Company of Virginia
Virginia
$303K
FOA
2053
Five Oceans Advisors
California
$302K -$1.61K -6 -0.5%
HCM
2054
Hengehold Capital Management
Ohio
$302K
KWM
2055
Kolinsky Wealth Management
New Jersey
$302K +$23.1K +86 +8%
DWP
2056
Destiny Wealth Partners
Florida
$301K -$33.2K -124 -10%
FFG
2057
Frisch Financial Group
New York
$301K -$32.7K -122 -10%
DBG
2058
De Burlo Group
Massachusetts
$301K +$292K +1,090 +1,982%
AFA
2059
American Financial Advisors
Georgia
$300K +$804 +3 +0.3%
SRC
2060
Stone Run Capital
New York
$299K
SBWIC
2061
Schaper Benz & Wise Investment Counsel
Wisconsin
$299K +$305K +1,138 New
DLCIG
2062
D.L. Carlson Investment Group
New Hampshire
$298K
PWM
2063
PRW Wealth Management
Massachusetts
$297K
DAM
2064
Delta Asset Management
Tennessee
$297K
GWM
2065
Gray Wealth Management
Maine
$297K +$13.9K +52 +5%
ECM
2066
EagleClaw Capital Management
Massachusetts
$295K
RPCONE
2067
Retirement Planning Company of New England
Rhode Island
$295K -$536 -2 -0.2%
APP
2068
Alpha Paradigm Partners
Illinois
$295K -$181K -677 -38%
WBG
2069
Wharton Business Group
Pennsylvania
$295K -$54.7K -204 -15%
JWA
2070
JFS Wealth Advisors
Pennsylvania
$295K -$23.6K -88 -7%
MSWM
2071
McGlone Suttner Wealth Management
Wisconsin
$294K +$300K +1,120 New
AA
2072
AlphaMark Advisors
Kentucky
$294K +$268 +1 +0.1%
MRCM
2073
M&R Capital Management
New Jersey
$294K -$72.1K -269 -19%
TPWM
2074
Twelve Points Wealth Management
Massachusetts
$293K -$2.14K -8 -0.7%
PP
2075
PDS Planning
Ohio
$293K -$36.7K -137 -11%