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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
4251
Compass Wealth Management
Connecticut
$1.32M +$20.5K +100 +2%
EB
4252
Exchange Bank
California
$1.32M -$4.5K -22 -0.4%
CCG
4253
Chatham Capital Group
Georgia
$1.32M +$10.2K +50 +0.8%
BIM
4254
Breakwater Investment Management
Washington
$1.32M
WBCM
4255
Wilson & Boucher Capital Management
California
$1.32M -$40.9K -200 -3%
WC
4256
Weil Company
California
$1.32M +$487K +2,379 +66%
SA
4257
Sicart Associates
New York
$1.32M
CAP
4258
Columbia Advisory Partners
Washington
$1.32M -$120K -585 -9%
FDDB
4259
Fidelity D&D Bancorp
Pennsylvania
$1.32M +$692K +3,384 +129%
CAM
4260
Clio Asset Management
Virginia
$1.32M +$1.23M +6,000 New
CPG
4261
Cornerstone Planning Group
New Jersey
$1.31M +$258K +1,261 +29%
KGC
4262
Kennon-Green & Company
Ohio
$1.31M +$6.14K +30 +0.5%
HFA
4263
Highland Financial Advisors
New Jersey
$1.31M +$303K +1,480 +33%
WTFG
4264
Wood Tarver Financial Group
Idaho
$1.31M +$1.22M +5,969 New
DACG
4265
Donor Advised Charitable Giving
California
$1.31M
RI
4266
Rinkey Investments
California
$1.31M +$66.5K +325 +6%
4A
4267
4Wealth Advisors
Illinois
$1.3M +$1.21M +5,926 New
AIA
4268
Alternative Investment Advisors
Florida
$1.3M -$868K -4,242 -42%
RI
4269
Ridgewood Investments
New Jersey
$1.3M +$4.09K +20 +0.3%
SIG
4270
Spinnaker Investment Group
California
$1.3M -$111K -543 -8%
FWTB
4271
First Western Trust Bank
Colorado
$1.3M +$20.5K +100 +2%
SDWMA
4272
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.29M -$27.4K -134 -2%
HIF
4273
Hill Island Financial
Michigan
$1.29M +$18.6K +91 +2%
MWP
4274
Meredith Wealth Planning
Illinois
$1.29M +$283K +1,384 +31%
CWA
4275
Centennial Wealth Advisory
Michigan
$1.29M -$30.1K -147 -2%