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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2301
Berbice Capital Management
New York
$331K +$82K +300 +38%
CWA
2302
Choice Wealth Advisors
Maine
$331K – – –
CHA
2303
Cooper/Haims Advisors
New York
$330K +$23.2K +85 +8%
AWA
2304
Aletheian Wealth Advisors
Washington
$330K -$8.75K -32 -3%
NI
2305
NDVR Inc
Massachusetts
$329K -$547 -2 -0.2%
LWM
2306
LongView Wealth Management
Georgia
$329K +$1.64K +6 +0.6%
EFG
2307
Ethos Financial Group
Pennsylvania
$328K +$7.65K +28 +3%
RWM
2308
RKL Wealth Management
Pennsylvania
$328K – – –
RIG
2309
Renaissance Investment Group
Massachusetts
$328K +$57.1K +209 +24%
PCA
2310
Peddock Capital Advisors
Massachusetts
$327K – – –
SGI
2311
Swan Global Investments
Colorado
$327K +$297K +1,087 New
PFM
2312
Phillips Financial Management
Indiana
$326K +$296K +1,083 New
BFA
2313
Brendel Financial Advisors
New Hampshire
$326K – – –
NB
2314
Northwest Bancshares
Pennsylvania
$325K – – –
NF
2315
Nvest Financial
New Hampshire
$325K -$2.73K -10 -0.9%
MWM
2316
Marion Wealth Management
Pennsylvania
$325K +$14.2K +52 +5%
ACM
2317
Avos Capital Management
Washington
$325K +$295K +1,079 New
SGFG
2318
Silver Grove Financial Group
New York
$324K +$294K +1,076 New
VFM
2319
Vision Financial Markets
Connecticut
$323K – – –
LCM
2320
Leisure Capital Management
California
$323K – – –
CFG
2321
CKW Financial Group
Hawaii
$323K – – –
GWA
2322
Genesis Wealth Advisors
Massachusetts
$321K – – –
EBSAM
2323
Eubel Brady & Suttman Asset Management
Ohio
$321K – – –
Destination Wealth Management
2324
Destination Wealth Management
California
$321K +$291K +1,066 New
CP
2325
Capital Planning
Washington
$320K – – –