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Name Holding Trade Value Shares
Change
Change in
Stake
MA
2076
Mezzasalma Advisors
New Jersey
$224K -$197K -849 -47%
MSFS
2077
Main Street Financial Solutions
Pennsylvania
$223K +$12.5K +54 +6%
OWA
2078
Octavia Wealth Advisors
Ohio
$222K +$222K +958 New
Apella Capital
2079
Apella Capital
Connecticut
$221K +$232 +1 +0.1%
FNT
2080
First Nebraska Trust
Nebraska
$221K – – –
HG
2081
Harbor Group
New Hampshire
$221K +$463 +2 +0.2%
PC
2082
Port Capital
Illinois
$220K -$62.5K -270 -22%
ABLA
2083
Alan B. Lancz & Associates
Ohio
$220K +$220K +950 New
OC
2084
Oarsman Capital
Wisconsin
$220K -$12.3K -53 -5%
Mill Creek Capital Advisors
2085
Mill Creek Capital Advisors
Pennsylvania
$219K +$219K +947 New
ACA
2086
Ackerman Capital Advisors
Texas
$219K – – –
AFP
2087
Ausdal Financial Partners
Iowa
$218K +$926 +4 +0.4%
WDC
2088
Woodward Diversified Capital
California
$218K +$218K +942 New
CIAS
2089
Capital Investment Advisory Services
North Carolina
$218K -$1.62K -7 -0.7%
GPI
2090
General Partner Inc
Pennsylvania
$217K – – –
PPWM
2091
PFG Private Wealth Management
Florida
$216K -$1.62K -7 -0.7%
NFP
2092
Narus Financial Partners
Utah
$216K -$232 -1 -0.1%
Ruane, Cunniff & Goldfarb
2093
Ruane, Cunniff & Goldfarb
New York
$216K – – –
BWP
2094
Barlow Wealth Partners
Kentucky
$216K +$207K +895 New
FH
2095
FWG Holdings
Florida
$215K – – –
AGA
2096
Arkos Global Advisors
Texas
$215K -$274K -1,183 -56%
Driehaus Capital Management
2097
Driehaus Capital Management
Illinois
$214K +$214K +924 New
WWM
2098
WT Wealth Management
Arizona
$214K – – –
EIA
2099
Edgemoor Investment Advisors
Maryland
$213K – – –
SFG
2100
SevenBridge Financial Group
Pennsylvania
$213K – – –