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Name Holding Trade Value Shares
Change
Change in
Stake
EP
2051
Eudaimonia Partners
Tennessee
$304K -$30K -112 -9%
FCT
2052
First Community Trust
Iowa
$304K +$16.9K +63 +6%
LTI
2053
Laffer Tengler Investments
Tennessee
$303K -$138K -514 -31%
SWA
2054
Sax Wealth Advisors
New Jersey
$303K -$88.7K -331 -22%
LCOV
2055
London Company of Virginia
Virginia
$303K – – –
FOA
2056
Five Oceans Advisors
California
$302K -$1.61K -6 -0.5%
HCM
2057
Hengehold Capital Management
Ohio
$302K – – –
KWM
2058
Kolinsky Wealth Management
New Jersey
$302K +$23.1K +86 +8%
DWP
2059
Destiny Wealth Partners
Florida
$301K -$33.2K -124 -10%
FFG
2060
Frisch Financial Group
New York
$301K -$32.7K -122 -10%
DBG
2061
De Burlo Group
Massachusetts
$301K +$292K +1,090 +1,982%
AFA
2062
American Financial Advisors
Georgia
$300K +$804 +3 +0.3%
SRC
2063
Stone Run Capital
New York
$299K – – –
SBWIC
2064
Schaper Benz & Wise Investment Counsel
Wisconsin
$299K +$305K +1,138 New
DLCIG
2065
D.L. Carlson Investment Group
New Hampshire
$298K – – –
PWM
2066
PRW Wealth Management
Massachusetts
$297K – – –
DAM
2067
Delta Asset Management
Tennessee
$297K – – –
GWM
2068
Gray Wealth Management
Maine
$297K +$13.9K +52 +5%
ECM
2069
EagleClaw Capital Management
Massachusetts
$295K – – –
RPCONE
2070
Retirement Planning Company of New England
Rhode Island
$295K -$536 -2 -0.2%
APP
2071
Alpha Paradigm Partners
Illinois
$295K -$181K -677 -38%
WBG
2072
Wharton Business Group
Pennsylvania
$295K -$54.7K -204 -15%
JWA
2073
JFS Wealth Advisors
Pennsylvania
$295K -$23.6K -88 -7%
MSWM
2074
McGlone Suttner Wealth Management
Wisconsin
$294K +$300K +1,120 New
AA
2075
AlphaMark Advisors
Kentucky
$294K +$268 +1 +0.1%