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Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
2901
Hamilton Point Investment Advisors
North Carolina
$310K +$45.1K +147 +16%
SLT
2902
St Louis Trust
Missouri
$310K – – –
TA
2903
TFB Advisors
Kansas
$310K +$14.1K +46 +5%
HIM
2904
Hillsdale Investment Management
Ontario, Canada
$308K +$27.6K +90 +9%
CPIA
2905
Cornell Pochily Investment Advisors
New York
$308K +$307 +1 +0.1%
LWMG
2906
Levy Wealth Management Group
Pennsylvania
$308K +$1.84K +6 +0.6%
CA
2907
Corrado Advisors
New Jersey
$308K -$29.4K -96 -8%
DJYG
2908
David J. Yvars Group
Florida
$308K +$30.7K +100 +11%
LL
2909
LWMG LLC
Minnesota
$307K -$48.7K -159 -13%
PFM
2910
Phillips Financial Management
Indiana
$307K +$15.6K +51 +5%
FPGK
2911
Financial Partners Group (Kansas)
Kansas
$305K -$5.52K -18 -2%
PWMG
2912
Pinnacle Wealth Management Group
Michigan
$303K – – –
FC
2913
Financial Council
Maryland
$303K – – –
SFS
2914
Strategic Financial Services
New York
$302K +$48.4K +158 +18%
LCM
2915
Lewis Capital Management
California
$302K – – –
CA
2916
CSM Advisors
Pennsylvania
$302K – – –
NRA
2917
NSI Retail Advisors
Pennsylvania
$302K – – –
FWI
2918
Facet Wealth Inc
Maryland
$302K +$314K +1,023 New
TSWM
2919
Triangle Securities Wealth Management
North Carolina
$302K +$2.45K +8 +0.8%
TPWM
2920
Twelve Points Wealth Management
Massachusetts
$301K -$7.05K -23 -2%
BFG
2921
Bouchey Financial Group
New York
$301K – – –
AMBIA
2922
Allen Mooney & Barnes Investment Advisors
Georgia
$301K -$8.28K -27 -3%
LRWA
2923
Long Run Wealth Advisors
New York
$301K – – –
TSS
2924
Thomas Story & Son
Indiana
$300K – – –
TCFP
2925
Treasure Coast Financial Planning
Florida
$300K – – –