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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1676
Cadent Capital Advisors
Oklahoma
$251K +$219K +802 New
DPI
1677
Diversified Portfolios Inc
Michigan
$250K +$219K +801 New
RWM
1678
Revisor Wealth Management
Ohio
$250K +$247K +904 New
BAM
1679
BOS Asset Management
Illinois
$250K +$219K +800 New
FI
1680
Fractal Investments
Connecticut
$250K +$219K +800 New
Journey Strategic Wealth
1681
Journey Strategic Wealth
New Jersey
$250K +$218K +799 New
VCG
1682
Vantage Consulting Group
Virginia
$250K -$57.1K -209 -21%
WP
1683
WealthPLAN Partners
Nebraska
$250K +$218K +798 New
EFG
1684
Ethos Financial Group
Pennsylvania
$249K -$11.2K -41 -5%
HCA
1685
Harbour Capital Advisors
Virginia
$249K +$216K +790 New
CIAS
1686
CBIZ Investment Advisory Services
Ohio
$248K +$217K +794 New
BWM
1687
Bullock Wealth Management
Indiana
$248K +$98.2K +359 +82%
FDDB
1688
Fidelity D&D Bancorp
Pennsylvania
$247K -$19.7K -72 -8%
OL
1689
Optas LLC
Texas
$247K +$216K +791 New
AA
1690
Auxano Advisors
Washington
$246K +$215K +787 New
QPWM
1691
Quadrant Private Wealth Management
Pennsylvania
$244K +$214K +781 New
SPI
1692
Sutton Place Investors
New York
$244K +$214K +781 New
Allianz
1693
Allianz
Germany
$244K +$213K +780 New
BFS
1694
Burkett Financial Services
South Carolina
$244K – – –
CWM
1695
Centric Wealth Management
Illinois
$244K -$9.02K -33 -4%
AIM
1696
Acropolis Investment Management
Missouri
$244K – – –
GC
1697
Gibson Capital
Pennsylvania
$243K +$213K +778 New
KMWM
1698
Keudell/Morrison Wealth Management
Oregon
$242K -$96K -351 -31%
CWG
1699
Crown Wealth Group
North Carolina
$242K +$212K +775 New
T
1700
TrueFG
Texas
$242K +$212K +775 New