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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1226
Capital Performance Advisors
California
$304K +$269K +4,491 New
SIG
1227
Sargent Investment Group
Maryland
$301K +$30.5K +510 +13%
DE
1228
Diversified Enterprises
Delaware
$300K +$265K +4,435 New
HIC
1229
Holderness Investments Company
North Carolina
$300K +$265K +4,424 New
AWM
1230
Allen Wealth Management
North Carolina
$299K -$29.9K -499 -10%
SCM
1231
Sterling Capital Management
North Carolina
$298K -$32K -535 -11%
Federated Hermes
1232
Federated Hermes
Pennsylvania
$298K -$308K -5,139 -54%
AA
1233
Advisory Alpha
Michigan
$297K +$263K +4,390 New
BCM
1234
Birch Capital Management
Texas
$297K
FCH
1235
Freestone Capital Holdings
Washington
$297K -$42.1K -703 -14%
CA
1236
CoreCap Advisors
Michigan
$296K +$2.69K +45 +1%
LW
1237
Lauer Wealth
Indiana
$296K -$72.5K -1,212 -21%
FNT
1238
First National Trust
Pennsylvania
$295K -$266K -4,441 -50%
DT
1239
Diversified Trust
Tennessee
$295K +$260K +4,352 New
PFA
1240
Petra Financial Advisors
Colorado
$295K +$260K +4,348 New
UAML
1241
US Asset Management LLC
Pennsylvania
$294K +$259K +4,333 New
TF
1242
Tompkins Financial
New York
$294K
NIM
1243
Northeast Investment Management
Massachusetts
$294K -$207K -3,455 -44%
GHA
1244
GW Henssler & Associates
Georgia
$294K +$259K +4,334 New
KRW
1245
Kaufman Rossin Wealth
Florida
$293K +$259K +4,325 New
IAS
1246
Insigneo Advisory Services
Florida
$293K -$99.1K -1,656 -28%
PP
1247
PDS Planning
Ohio
$293K +$259K +4,320 New
OHWA
1248
Oak Hill Wealth Advisors
Virginia
$293K +$258K +4,319 New
SIA
1249
Soltis Investment Advisors
Utah
$292K +$258K +4,316 New
SOS
1250
Silver Oak Securities
Tennessee
$292K +$260K +4,344 New