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Name Holding Trade Value Shares
Change
Change in
Stake
OA
3401
Operose Advisors
Wisconsin
$225K +$57.5K +734 +34%
AF
3402
ASL Financial
California
$224K
FF
3403
Francis Financial
$223K +$7.2K +92 +3%
WPW
3404
Watershed Private Wealth
Illinois
$222K -$28.3K -362 -11%
Fiera Capital (Canada)
3405
Fiera Capital (Canada)
Quebec, Canada
$221K -$549K -7,014 -71%
DRD
3406
Dennis R. Delaney
$221K +$223K +2,850 New
FFG
3407
Fortress Financial Group
Minnesota
$221K -$2.5K -32 -1%
GWM
3408
Grand Wealth Management
Michigan
$220K +$222K +2,840 New
UW
3409
Unique Wealth
Florida
$220K +$222K +2,840 New
JBA
3410
Johnson Bixby & Associates
Washington
$220K +$12K +153 +6%
CPSC
3411
Carl P. Sherr & Co
Massachusetts
$220K
CFM
3412
Cornerstone Financial Management
Massachusetts
$219K +$3.37K +43 +2%
CWA
3413
Consilium Wealth Advisory
Texas
$219K +$221K +2,825 New
PBF
3414
Petix & Botte Financial
California
$219K -$110K -1,411 -50%
GSWM
3415
Greenup Street Wealth Management
Michigan
$219K +$13.8K +176 +7%
CTB
3416
Country Trust Bank
Illinois
$219K
TA
3417
TPG Advisors
Illinois
$218K
CWM
3418
CCG Wealth Management
California
$218K +$220K +2,812 New
SCM
3419
Sunbeam Capital Management
Georgia
$218K +$220K +2,810 New
SAMT
3420
Select Asset Management & Trust
Pennsylvania
$218K +$1.49K +19 +0.7%
SIA
3421
Sage Investment Advisers
New York
$218K +$548 +7 +0.3%
AM
3422
Atwater Malick
Pennsylvania
$218K -$8.14K -104 -4%
SCG
3423
Sonata Capital Group
Washington
$217K
CFG
3424
Carter Financial Group
Illinois
$217K -$52.1K -665 -19%
MWA
3425
Mills Wealth Advisors
Texas
$217K +$3.6K +46 +2%