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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
3201
Princeton Capital Management
New Jersey
$415K +$362 +1 +0.1%
FA
3202
Fiducient Advisors
Illinois
$415K +$141K +390 +53%
ARMT
3203
Amica Retiree Medical Trust
Rhode Island
$415K – – –
JBA
3204
Johnson Bixby & Associates
Washington
$415K – – –
HFP
3205
Holistic Financial Partners
Indiana
$415K +$43.8K +121 +12%
CWA
3206
Clarity Wealth Advisors
California
$414K -$49.9K -138 -11%
CWM
3207
Centric Wealth Management
Illinois
$414K -$58.3K -161 -13%
BAG
3208
Bridgewealth Advisory Group
California
$414K +$409K +1,129 New
ACA
3209
Anchor Capital Advisors
Massachusetts
$413K – – –
OPW
3210
Oxler Private Wealth
New York
$412K +$2.53K +7 +0.6%
CPIA
3211
Cornell Pochily Investment Advisors
New York
$412K +$4.34K +12 +1%
CP
3212
Clarendon Private
Massachusetts
$411K -$123K -339 -23%
AWA
3213
Aletheian Wealth Advisors
Washington
$410K – – –
CWA
3214
Consilio Wealth Advisors
Washington
$410K +$23.9K +66 +6%
PWA
3215
Physician Wealth Advisors
Utah
$410K +$5.79K +16 +1%
CH
3216
Canton Hathaway
Rhode Island
$409K – – –
RA
3217
Rise Advisors
New York
$409K -$8.69K -24 -2%
AF
3218
Apollon Financial
South Carolina
$409K -$11.6K -32 -3%
AIM
3219
AHL Investment Management
Florida
$408K – – –
WFA
3220
Wellspring Financial Advisors
Ohio
$408K +$23.5K +65 +6%
HB
3221
Horizon Bancorp
Indiana
$407K +$202K +558 +101%
MBI
3222
May Barnhard Investments
Maryland
$407K – – –
CG
3223
Clarus Group
Texas
$406K +$113K +312 +39%
SCM
3224
Sollinda Capital Management
Florida
$406K +$6.88K +19 +2%
CAM
3225
Cacti Asset Management
Georgia
$406K – – –