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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
4801
Trace Wealth Advisors
California
$1.12M
PFM
4802
Potomac Fund Management
Florida
$1.11M +$249K +1,088 +29%
AFG
4803
Artesa Financial Group
Texas
$1.11M +$1.1M +4,816 New
NVIM
4804
New Vernon Investment Management
Illinois
$1.11M
SEM
4805
Suncoast Equity Management
Florida
$1.11M +$59.5K +260 +6%
TSS
4806
Taylor Securities Services
Pennsylvania
$1.11M +$1.1M +4,799 New
CWM
4807
Collaborative Wealth Management
Florida
$1.11M +$756K +3,306 +222%
MF
4808
Meridian Financial
Massachusetts
$1.11M -$93.6K -409 -8%
PM
4809
Pembroke Management
Quebec, Canada
$1.11M +$353K +1,544 +48%
ODFS
4810
O'Donnell Financial Services
California
$1.11M -$44.4K -194 -4%
RC
4811
Rexford Capital
Texas
$1.1M +$43.2K +189 +4%
CPA
4812
Clear Point Advisors
New York
$1.1M -$43K -188 -4%
SMCM
4813
Sky-Mountain Capital Management
Idaho
$1.1M +$274K +1,197 +35%
BDPWM
4814
Barnes Dennig Private Wealth Management
Ohio
$1.1M +$69.1K +302 +7%
T
4815
TrustBank
Illinois
$1.1M +$1.09M +4,767 New
ACM
4816
Alamar Capital Management
California
$1.1M
PWM
4817
Paulson Wealth Management
Illinois
$1.1M
BCFD
4818
Boit C.F. David
$1.1M
WAG
4819
Wheelhouse Advisory Group
Missouri
$1.1M +$207K +906 +24%
HFS
4820
Hoge Financial Services
Pennsylvania
$1.1M +$43.9K +192 +4%
VR
4821
Valued Retirements
Texas
$1.1M +$4.58K +20 +0.4%
CPP
4822
Capasso Planning Partners
South Carolina
$1.1M +$218K +955 +25%
BHPW
4823
Box Hill Private Wealth
Arizona
$1.09M +$1.08M +4,742 New
FDDB
4824
Fidelity D&D Bancorp
Pennsylvania
$1.09M -$143K -623 -12%
HP
4825
HT Partners
Connecticut
$1.09M