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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
2251
Corundum Trust Company
South Dakota
$207K +$213K +958 New
HTC
2252
Haverford Trust Company
Pennsylvania
$207K -$183K -821 -46%
NPF
2253
Norris Perne & French
Michigan
$207K +$213K +957 New
CPCP
2254
Cedar Point Capital Partners
Iowa
$207K +$212K +955 New
TWD
2255
True Wealth Design
Ohio
$207K +$113K +507 +113%
PCTC
2256
Perkins Coie Trust Company
Washington
$207K – – –
LIM
2257
Lathrop Investment Management
Arkansas
$206K +$212K +952 New
CA
2258
Cache Advisors
California
$206K – – –
AAS
2259
AdviceOne Advisory Services
Connecticut
$205K +$211K +949 New
DM
2260
Diversified Management
Wisconsin
$205K +$210K +946 New
PWP
2261
Ponta Wealth Partners
Florida
$205K +$210K +945 New
SFS
2262
Symphony Financial Services
Ohio
$204K +$210K +943 New
CAL
2263
Capital Advisors Ltd
Ohio
$204K +$2.45K +11 +1%
CWM
2264
CCG Wealth Management
California
$204K +$210K +942 New
EPA
2265
Element Pointe Advisors
Florida
$204K +$209K +941 New
PSF
2266
Pacific Sun Financial
California
$204K +$209K +941 New
IWA
2267
IVC Wealth Advisors
Pennsylvania
$203K +$209K +940 New
CWA
2268
Centennial Wealth Advisory
Michigan
$203K +$209K +940 New
AWAG
2269
ARS Wealth Advisors Group
Florida
$203K +$209K +939 New
RWA
2270
Redhawk Wealth Advisors
Minnesota
$203K +$209K +939 New
RIS
2271
Retirement Income Solutions
Michigan
$203K – – –
FDDB
2272
Fidelity D&D Bancorp
Pennsylvania
$203K -$22.2K -100 -10%
3IP
2273
3Chopt Investment Partners
Virginia
$203K +$208K +937 New
LSWP
2274
Liberty Square Wealth Partners
Pennsylvania
$202K +$208K +933 New
KA
2275
Kooman & Associates
Pennsylvania
$202K -$26.5K -119 -11%