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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1876
Hengehold Capital Management
Ohio
$233K +$24.4K +343 +11%
PWMA
1877
Pension & Wealth Management Advisors
Massachusetts
$233K +$4.91K +69 +2%
NC
1878
NinePointTwo Capital
California
$232K – – –
GWS
1879
Glassman Wealth Services
Virginia
$232K -$28.7K -403 -11%
TLFA
1880
True Link Financial Advisors
California
$232K – – –
AWAU
1881
Alliance Wealth Advisors (Utah)
Utah
$231K +$39.7K +558 +20%
SL
1882
Salomon & Ludwin
Virginia
$231K +$238K +3,338 New
SWM
1883
Seed Wealth Management
Illinois
$231K -$3.91K -55 -2%
FZCM
1884
Flynn Zito Capital Management
New York
$229K +$7.47K +105 +3%
FMTC
1885
Farmers & Merchants Trust Company
California
$228K +$19.8K +278 +9%
EWM
1886
Evermay Wealth Management
Virginia
$228K +$72K +1,012 +44%
GLA
1887
Good Life Advisors
Pennsylvania
$227K -$121K -1,706 -34%
OHIS
1888
Oak Harvest Investment Services
Texas
$227K +$3.06K +43 +1%
CGA
1889
Crescent Grove Advisors
Illinois
$226K +$233K +3,276 New
GA
1890
GFS Advisors
Texas
$226K +$232K +3,265 New
CCFM
1891
Clear Creek Financial Management
Washington
$226K +$2.06K +29 +0.9%
PCMC
1892
Paragon Capital Management (Colorado)
Colorado
$224K +$231K +3,240 New
KA
1893
Klingman & Associates
New York
$224K +$20.1K +282 +10%
FL
1894
Fort LP
Maryland
$223K +$4.34K +61 +2%
BBWP
1895
Beacon Bridge Wealth Partners
Pennsylvania
$223K -$10.5K -148 -4%
KMWM
1896
Keudell/Morrison Wealth Management
Oregon
$223K – – –
MSFS
1897
Main Street Financial Solutions
Pennsylvania
$223K +$30K +421 +15%
ONST
1898
Old North State Trust
North Carolina
$223K -$44.1K -620 -16%
CSWG
1899
Cardinal Strategic Wealth Guidance
Kentucky
$223K -$28.5K -400 -11%
LC
1900
LCNB Corp
Ohio
$222K -$32.2K -452 -12%