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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
1126
Daymark Wealth Partners
Ohio
$257K +$293K +1,005 New
FFA
1127
Fragasso Financial Advisors
Pennsylvania
$257K +$1.17K +4 +0.4%
SFPG
1128
Stonebridge Financial Planning Group
Florida
$256K -$9.03K -31 -3%
TWM
1129
Thrive Wealth Management
Pennsylvania
$256K +$2.62K +9 +0.9%
CRM
1130
Cramer Rosenthal McGlynn
Connecticut
$256K – – –
DA
1131
Detalus Advisors
Missouri
$256K – – –
GCIA
1132
Gabelli & Co Investment Advisers
New York
$256K – – –
PSP
1133
Principal Street Partners
Tennessee
$255K -$7.58K -26 -3%
SPP
1134
Single Point Partners
Massachusetts
$255K -$9.03K -31 -3%
OWM
1135
OneAscent Wealth Management
Alabama
$253K -$39.3K -135 -12%
CYG
1136
Clean Yield Group
Vermont
$251K -$23.3K -80 -8%
CRI
1137
Colonial River Investments
Virginia
$250K +$28.8K +99 +11%
BMCM
1138
Bryn Mawr Capital Management
Pennsylvania
$250K – – –
FCP
1139
Fidelis Capital Partners
Florida
$249K +$278K +955 New
LSA
1140
L & S Advisors
California
$249K – – –
EFG
1141
Everhart Financial Group
Ohio
$248K +$27.1K +93 +11%
WAM
1142
Watershed Asset Management
California
$248K +$30.3K +104 +12%
PIM
1143
Penobscot Investment Management
Massachusetts
$248K – – –
PIA
1144
Perennial Investment Advisors
California
$245K +$280K +960 New
FHA
1145
Flagship Harbor Advisors
Massachusetts
$245K -$75.8K -260 -21%
EP
1146
Edgestream Partners
New Jersey
$243K -$1.13M -3,876 -80%
SIAP
1147
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$243K – – –
BHPW
1148
Beverly Hills Private Wealth
California
$242K +$276K +948 New
CHC
1149
City Holding Co
West Virginia
$242K +$55.4K +190 +25%
LP
1150
LMR Partners
United Kingdom
$241K -$2.02M -6,934 -88%