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Name Holding Trade Value Shares
Change
Change in
Stake
Beckerman Institutional
5426
Beckerman Institutional
New Jersey
$602K – – –
LWM
5427
Lighthouse Wealth Management
Ohio
$600K -$64.8K -258 -9%
NorthStar Asset Management (Massachusetts)
5428
NorthStar Asset Management (Massachusetts)
Massachusetts
$600K -$72.8K -290 -10%
One Degree Advisors
5429
One Degree Advisors
California
$599K +$43.2K +172 +7%
Demming Financial Services
5430
Demming Financial Services
Ohio
$598K +$107K +425 +20%
CDKV Holdings
5431
CDKV Holdings
Colorado
$596K -$12.6K -50 -2%
Blom & Howell Financial Planning
5432
Blom & Howell Financial Planning
California
$596K -$3.51K -14 -0.6%
Susquehanna Fundamental Investments
5433
Susquehanna Fundamental Investments
Pennsylvania
$596K +$628K +2,500 New
Cogent Strategic Wealth
5434
Cogent Strategic Wealth
Illinois
$594K – – –
AmeriServ Wealth Advisors
5435
AmeriServ Wealth Advisors
Pennsylvania
$594K -$13.3K -53 -2%
Graney & King
5436
Graney & King
New York
$594K +$23.1K +92 +4%
Dedeker Financial
5437
Dedeker Financial
Minnesota
$593K -$439K -1,749 -41%
Higgins & Schmidt Wealth Strategies
5438
Higgins & Schmidt Wealth Strategies
Colorado
$590K -$9.04K -36 -1%
Planned Solutions
5439
Planned Solutions
California
$590K +$93.6K +373 +18%
Phoenix Wealth Advisors
5440
Phoenix Wealth Advisors
North Carolina
$587K -$100K -400 -14%
PlanVest Financial
5441
PlanVest Financial
Maryland
$585K +$149K +592 +32%
Mitchell & Pahl Private Wealth
5442
Mitchell & Pahl Private Wealth
Oklahoma
$584K – – –
Phocas Financial Corp
5443
Phocas Financial Corp
California
$584K – – –
Taylor Hoffman Capital Management
5444
Taylor Hoffman Capital Management
Virginia
$584K – – –
Mustard Seed Financial
5445
Mustard Seed Financial
Arkansas
$583K – – –
Parrish Capital
5446
Parrish Capital
Georgia
$582K -$434K -1,731 -42%
CEI
5447
Clark Estates Inc
New York
$582K – – –
Intrinsic Value Partners
5448
Intrinsic Value Partners
Arizona
$581K – – –
EIM
5449
Ervin Investment Management
Washington
$581K +$42.7K +170 +8%
Bay Harbor Wealth Management
5450
Bay Harbor Wealth Management
Maryland
$579K +$79.3K +316 +15%