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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
3376
Chemistry Wealth Management
New York
$223K -$14.2K -191 -6%
TAM
3377
Townsend Asset Management
North Carolina
$223K +$215K +2,892 New
AWA
3378
A4 Wealth Advisors
North Carolina
$223K +$215K +2,891 New
AF
3379
ASL Financial
California
$222K +$214K +2,881 New
CPSC
3380
Carl P. Sherr & Co
Massachusetts
$222K +$210K +2,831 New
FFG
3381
Fortress Financial Group
Minnesota
$221K +$213K +2,875 New
SEP
3382
Signature Equity Partners
Ohio
$220K +$212K +2,861 New
ITB
3383
Idaho Trust Bank
Idaho
$220K +$212K +2,861 New
CPW
3384
Cogent Private Wealth
Florida
$219K +$211K +2,845 New
LWA
3385
Legacy Wealth Advisors
Florida
$219K +$211K +2,837 New
SA
3386
Stewardship Advisors
Pennsylvania
$218K +$210K +2,834 New
PF
3387
Prosperitas Financial
California
$218K +$210K +2,831 New
HSG
3388
Helen Stephens Group
Texas
$218K -$23.4K -316 -10%
MAA
3389
Mraz Amerine & Associates
California
$218K -$44.7K -603 -18%
PBF
3390
Petix & Botte Financial
California
$217K +$209K +2,822 New
KWA
3391
Kondo Wealth Advisors
California
$217K +$209K +2,819 New
LRIA
3392
Leonard Rickey Investment Advisors
Washington
$217K +$209K +2,819 New
CTB
3393
Country Trust Bank
Illinois
$217K – – –
TA
3394
TPG Advisors
Illinois
$217K +$209K +2,814 New
GAA
3395
Guardian Asset Advisors
Pennsylvania
$216K +$208K +2,801 New
SCG
3396
Sonata Capital Group
Washington
$216K -$12.2K -164 -6%
OWM
3397
Omnitrust Wealth Management
Florida
$216K +$208K +2,801 New
SAMT
3398
Select Asset Management & Trust
Pennsylvania
$215K +$207K +2,785 New
FF
3399
Francis Financial
$215K +$23.4K +315 +13%
SIA
3400
Sage Investment Advisers
New York
$215K +$207K +2,788 New