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Name Holding Trade Value Shares
Change
Change in
Stake
TPW
1801
TL Private Wealth
Texas
$308K
CIP
1802
Convergence Investment Partners
Florida
$305K -$2.11K -6 -0.6%
FDDB
1803
Fidelity D&D Bancorp
Pennsylvania
$305K +$44.6K +127 +16%
CGH
1804
CMG Global Holdings
Texas
$304K
Empower Advisory Group
1805
Empower Advisory Group
Colorado
$304K -$27.7K -79 -8%
FOA
1806
Five Oceans Advisors
California
$303K +$1.75K +5 +0.6%
RWP
1807
Revolve Wealth Partners
New Jersey
$303K +$47.7K +136 +18%
RL
1808
Retireful LLC
Michigan
$301K +$318K +907 New
CWM
1809
Cahaba Wealth Management
Georgia
$301K
PAM
1810
Palisade Asset Management
Minnesota
$301K +$16.5K +47 +5%
BDA
1811
Borer Denton & Associates
Pennsylvania
$300K
O3W
1812
Omni 360 Wealth
New Jersey
$300K -$31.6K -90 -9%
HWM
1813
Hohimer Wealth Management
Washington
$300K +$4.91K +14 +2%
CM
1814
Castleark Management
Illinois
$299K
LWM
1815
Lighthouse Wealth Management
Ohio
$297K +$314K +896 New
SAW
1816
Signal Advisors Wealth
Michigan
$297K +$10.5K +30 +3%
LWMM
1817
Legacy Wealth Management (Mississippi)
Mississippi
$297K -$93.7K -267 -23%
NRC
1818
New Republic Capital
North Carolina
$296K +$20K +57 +7%
JFGIW
1819
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$296K +$95.8K +273 +43%
BCMO
1820
Buckingham Capital Management (Ohio)
Ohio
$296K
FSCM
1821
Front Street Capital Management
Montana
$295K
KFP
1822
KMG Fiduciary Partners
Ohio
$294K +$2.46K +7 +0.8%
SIA
1823
SeaBridge Investment Advisors
New Jersey
$294K +$311K +885 New
ML
1824
McAdam LLC
Pennsylvania
$293K +$310K +882 New
AIM
1825
Acropolis Investment Management
Missouri
$292K