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Name Holding Trade Value Shares
Change
Change in
Stake
DFS
5376
Demming Financial Services
Ohio
$598K +$107K +425 +20%
CH
5377
CDKV Holdings
Colorado
$596K -$12.6K -50 -2%
BHFP
5378
Blom & Howell Financial Planning
California
$596K -$3.51K -14 -0.6%
SFI
5379
Susquehanna Fundamental Investments
Pennsylvania
$596K +$628K +2,500 New
CSW
5380
Cogent Strategic Wealth
Illinois
$594K
AWA
5381
AmeriServ Wealth Advisors
Pennsylvania
$594K -$13.3K -53 -2%
GK
5382
Graney & King
New York
$594K +$23.1K +92 +4%
DF
5383
Dedeker Financial
Minnesota
$593K -$439K -1,749 -41%
HSWS
5384
Higgins & Schmidt Wealth Strategies
Colorado
$590K -$9.04K -36 -1%
PS
5385
Planned Solutions
California
$590K +$93.6K +373 +18%
PWA
5386
Phoenix Wealth Advisors
North Carolina
$587K -$100K -400 -14%
PF
5387
PlanVest Financial
Maryland
$585K +$149K +592 +32%
MPPW
5388
Mitchell & Pahl Private Wealth
Oklahoma
$584K
PFC
5389
Phocas Financial Corp
California
$584K
THCM
5390
Taylor Hoffman Capital Management
Virginia
$584K
MSF
5391
Mustard Seed Financial
Arkansas
$583K
CEI
5392
Clark Estates Inc
New York
$582K
IVP
5393
Intrinsic Value Partners
Arizona
$581K
EIM
5394
Ervin Investment Management
Washington
$581K +$42.7K +170 +8%
BHWM
5395
Bay Harbor Wealth Management
Maryland
$579K +$79.3K +316 +15%
FFIC
5396
First Fiduciary Investment Counsel
Ohio
$579K +$33.9K +135 +6%
HP
5397
Hartree Partners
New York
$578K +$609K +2,425 New
TF
5398
Tandem Financial
Colorado
$577K -$62.5K -249 -9%
CC
5399
Capital Counsel
New York
$577K -$7.03K -28 -1%
MWPCG
5400
Measured Wealth Private Client Group
New Hampshire
$577K +$59.7K +238 +11%