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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2076
Abound Wealth Management
Tennessee
$267K +$39.3K +160 +17%
CWM
2077
CarsonAllaria Wealth Management
Illinois
$267K +$1.47K +6 +0.5%
UL
2078
Unionview LLC
Washington
$267K -$245 -1 -0.1%
AWP
2079
Abacus Wealth Partners
California
$267K +$277K +1,127 New
NF
2080
Nikulski Financial
Iowa
$266K +$36.8K +150 +16%
LB
2081
Leo Brokerage
Texas
$266K +$271K +1,102 New
FDDB
2082
Fidelity D&D Bancorp
Pennsylvania
$266K +$230K +935 New
CPRC
2083
Consolidated Portfolio Review Corp
New York
$266K +$270K +1,099 New
CIA
2084
Cladis Investment Advisory
Montana
$264K – – –
DA
2085
Detalus Advisors
Missouri
$264K – – –
HA
2086
Herold Advisors
New York
$263K +$78.6K +320 +42%
CRI
2087
Colonial River Investments
Virginia
$263K +$80K +326 +43%
Sit Investment Associates
2088
Sit Investment Associates
Minnesota
$262K +$52.8K +215 +25%
SI
2089
Saxon Interests
Texas
$262K -$121K -491 -31%
CCA
2090
Cora Capital Advisors
New Jersey
$261K +$12.3K +50 +5%
LA
2091
Lakeside Advisors
Washington
$261K +$736 +3 +0.3%
PCP
2092
Proficio Capital Partners
Massachusetts
$261K -$34.9K -142 -12%
GAG
2093
GM Advisory Group
New York
$261K +$66.5K +271 +34%
MRCM
2094
M&R Capital Management
New Jersey
$260K -$10.1K -41 -4%
HPM
2095
Hoxton Planning & Management
West Virginia
$260K +$21.1K +86 +9%
KTA
2096
Keeley-Teton Advisors
Illinois
$260K – – –
ME
2097
McIlrath & Eck
Washington
$260K +$736 +3 +0.3%
SAA
2098
Southeast Asset Advisors
Georgia
$260K – – –
WFA
2099
West Financial Advisors
Iowa
$260K – – –
GAM
2100
Gemmer Asset Management
California
$259K – – –