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Name Holding Trade Value Shares
Change
Change in
Stake
LD
2476
Lipe & Dalton
New York
$228K +$33.3K +400 +15%
WP
2477
WealthShield Partners
North Carolina
$227K +$8.31K +100 +3%
HWMG
2478
Hurlow Wealth Management Group
Indiana
$226K +$229K +2,760 New
CAL
2479
Capital Advisors Ltd
Ohio
$225K
PT
2480
Plimoth Trust
Massachusetts
$225K
PL
2481
PWMCO LLC
Illinois
$225K
ACM
2482
AlphaStar Capital Management
North Carolina
$225K +$51.5K +620 +26%
CCM
2483
Check Capital Management
California
$225K +$249K +3,000 New
DK
2484
Darrell & King
Virginia
$221K -$66.5K -800 -21%
AFM
2485
Abbot Financial Management
Massachusetts
$221K +$8.31K +100 +4%
WDL
2486
Well Done LLC
Michigan
$219K -$33.3K -400 -12%
FLA
2487
Financial Life Advisors
Texas
$219K
CC
2488
Claybrook Capital
Massachusetts
$219K +$156K +1,880 +181%
PI
2489
PHH Investments
Texas
$218K -$83.1K -1,000 -26%
SCA
2490
Sippican Capital Advisors
Massachusetts
$218K -$24.9K -300 -9%
WC
2491
Woodstock Corp
Massachusetts
$218K
DWA
2492
Dougherty Wealth Advisers
Minnesota
$218K +$224K +2,700 New
HWM
2493
Highwater Wealth Management
Colorado
$218K +$241K +2,900 New
PWA
2494
Providence Wealth Advisors
Illinois
$216K
CFA
2495
Cahill Financial Advisors
Minnesota
$214K +$38.2K +460 +19%
BI
2496
Ballast Inc
Kentucky
$213K -$68.2K -820 -22%
KLI
2497
Kelman-Lazarov Inc
Tennessee
$213K +$236K +2,840 New
CS
2498
Cannell & Spears
New York
$210K
LWS
2499
Lucia Wealth Services
California
$210K
OMC
2500
Overbrook Management Corp
New York
$210K