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Name Holding Trade Value Shares
Change
Change in
Stake
DPW
5551
DiNuzzo Private Wealth
Pennsylvania
$469K +$251 +1 +0.1%
GOCP
5552
Great Oak Capital Partners
Massachusetts
$468K -$32.1K -128 -6%
HP
5553
Haven Private
Florida
$467K +$7.53K +30 +2%
SA
5554
Stolz & Associates
Washington
$467K +$199K +794 +68%
ICM
5555
Ionic Capital Management
New York
$466K
PAM
5556
Prodigy Asset Management
Nebraska
$465K +$157K +625 +47%
UAM
5557
Unison Asset Management
Florida
$464K
SA
5558
Sincerus Advisory
New York
$464K +$5.27K +21 +1%
PCMC
5559
Paragon Capital Management (Colorado)
Colorado
$464K -$169K -675 -26%
B
5560
Bayban
Minnesota
$463K -$1K -4 -0.2%
RWRC
5561
R.W. Roge & Company
New York
$463K
PRI
5562
Prepared Retirement Institute
Pennsylvania
$461K +$54K +215 +12%
TFO
5563
Timonier Family Office
North Carolina
$461K +$486K +1,935 New
CYG
5564
Clean Yield Group
Vermont
$461K -$26.1K -104 -5%
SA
5565
Sylvest Advisors
Texas
$460K +$45.4K +181 +10%
EA
5566
Ergawealth Advisors
Illinois
$459K -$75.3K -300 -13%
AFP
5567
ATLas Financial Planning
Georgia
$459K -$29.4K -117 -6%
IWP
5568
IAG Wealth Partners
Wisconsin
$458K +$60K +239 +14%
DFC
5569
DBK Financial Counsel
Ohio
$458K -$92.6K -369 -16%
SIA
5570
Sage Investment Advisers
New York
$458K -$10.3K -41 -2%
ST
5571
Somerset Trust
Pennsylvania
$457K -$6.02K -24 -1%
GFP
5572
Gainline Financial Partners
Colorado
$457K +$481K +1,916 New
JFG
5573
JMG Financial Group
Illinois
$456K
KW
5574
KWB Wealth
California
$456K +$110K +438 +30%
MFG
5575
Mustico Financial Group
New York
$456K +$9.29K +37 +2%