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Name Holding Trade Value Shares
Change
Change in
Stake
HP
2126
Hyperion Partners
Pennsylvania
$680K +$701 +13 +0.1%
WDG
2127
Wealth Dimensions Group
Ohio
$680K -$40.6K -753 -6%
APWM
2128
Atlas Private Wealth Management
New York
$679K -$20.3K -377 -3%
DAM
2129
Draper Asset Management
New York
$678K +$681K +12,616 New
DTC
2130
Davidson Trust Company
Washington
$677K +$2.7K +50 +0.4%
FTWA
2131
Fifth Third Wealth Advisors
Ohio
$677K +$279K +5,172 +70%
CBA
2132
Coastal Bridge Advisors
Connecticut
$676K +$21.1K +392 +3%
CWS
2133
Cypress Wealth Services
California
$676K +$2K +37 +0.3%
PFP
2134
Paragon Financial Partners
California
$675K – – –
AWM
2135
Accel Wealth Management
Iowa
$673K +$3.02K +56 +0.4%
DAC
2136
Dividend Assets Capital
South Carolina
$670K -$189K -3,504 -22%
FWM
2137
Focused Wealth Management
New York
$670K -$3.45K -64 -0.5%
BWAM
2138
Boyd Watterson Asset Management
Ohio
$669K -$701 -13 -0.1%
CCIA
2139
Campbell & Co Investment Adviser
Maryland
$669K -$303K -5,618 -31%
CHAM
2140
Clear Harbor Asset Management
Connecticut
$669K +$3.62K +67 +0.5%
EB
2141
Exchange Bank
California
$669K – – –
PIA
2142
Pinion Investment Advisors
Kansas
$667K +$9.06K +168 +1%
AMM
2143
American Money Management
California
$662K +$38.9K +721 +6%
CFS
2144
CRA Financial Services
New Jersey
$661K +$56.2K +1,042 +9%
AFG
2145
Allegheny Financial Group
Pennsylvania
$659K +$122K +2,265 +23%
CWA
2146
CM Wealth Advisors
Ohio
$658K +$383K +7,090 +134%
ERSOT
2147
Employees Retirement System of Texas
Texas
$657K – – –
VFA
2148
Voya Financial Advisors
Connecticut
$656K -$135K -2,506 -17%
OHWA
2149
Oak Hill Wealth Advisors
Virginia
$655K +$37.3K +692 +6%
VCP
2150
Verus Capital Partners
Arizona
$653K +$29.6K +548 +5%