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Name Holding Trade Value Shares
Change
Change in
Stake
CH
1651
Cromwell Holdings
Wyoming
$334K
HPA
1652
High Probability Advisors
New York
$333K
WDG
1653
Wealth Dimensions Group
Ohio
$333K +$127K +408 +50%
CAM
1654
Creekmur Asset Management
Illinois
$331K +$188K +603 +98%
III
1655
Independent Investors Inc
New York
$330K
JSAM
1656
J. Safra Asset Management
New York
$330K -$21.5K -69 -5%
CF
1657
Clarity Financial
Texas
$330K +$23.4K +75 +7%
CHAM
1658
Clear Harbor Asset Management
Connecticut
$329K -$9.34K -30 -2%
BFG
1659
Berger Financial Group
Minnesota
$328K +$38.9K +125 +12%
BFA
1660
Beacon Financial Advisory
Ohio
$327K +$2.18K +7 +0.6%
CWP
1661
Core Wealth Partners
California
$326K
5SA
1662
5th Street Advisors
Connecticut
$326K +$374K +1,200 New
CF
1663
Centaurus Financial
California
$326K +$373K +1,198 New
GPW
1664
Genesis Private Wealth
Virginia
$326K +$63.2K +203 +20%
SCM
1665
Sterling Capital Management
North Carolina
$325K +$2.8K +9 +0.8%
ANTB
1666
AMG National Trust Bank
Colorado
$324K -$53.2K -171 -13%
SIC
1667
Shoker Investment Counsel
Ohio
$324K
SCP
1668
Sivia Capital Partners
California
$324K +$31.1K +100 +9%
APG
1669
Abacus Planning Group
South Carolina
$323K +$24.6K +79 +7%
LWM
1670
Lakeridge Wealth Management
Ohio
$320K +$623 +2 +0.2%
OCM
1671
Objective Capital Management
Ohio
$319K -$19.6K -63 -5%
CFS
1672
Commonwealth Financial Services
West Virginia
$319K +$10.3K +33 +3%
WMWM
1673
Whitaker-Myers Wealth Managers
Ohio
$319K +$366K +1,175 New
LAS
1674
LWM Advisory Services
Florida
$319K -$7.78K -25 -2%
MCCA
1675
Mill Creek Capital Advisors
Pennsylvania
$319K -$6.54K -21 -2%