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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
3701
IronBridge Private Wealth
Texas
$226K -$362 -1 -0.2%
PFM
3702
Patton Fund Management
Texas
$225K +$223K +615 New
AWA
3703
AmeriServ Wealth Advisors
Pennsylvania
$225K -$5.43K -15 -2%
CDWM
3704
Campbell Deegan Wealth Management
Virginia
$225K -$23.2K -64 -9%
EWS
3705
Evergreen Wealth Solutions
Pennsylvania
$225K +$222K +614 New
JF
3706
Joule Financial
Kentucky
$225K +$7.24K +20 +3%
AF
3707
Affiance Financial
Minnesota
$225K +$8.69K +24 +4%
NPFS
3708
Novak & Powell Financial Services
Florida
$225K – – –
CF
3709
Clarity Financial
Texas
$224K – – –
AAM
3710
Azzad Asset Management
Virginia
$224K -$42.7K -118 -16%
SC
3711
Schulhoff & Co
Ohio
$224K – – –
HP
3712
Hilltop Partners
Indiana
$223K +$220K +608 New
CMA
3713
Cedar Mountain Advisors
Oregon
$223K – – –
HG
3714
Harbor Group
New Hampshire
$223K – – –
APIM
3715
Agate Pass Investment Management
Washington
$223K – – –
MAMG
3716
Milestone Asset Management Group
Connecticut
$222K +$3.98K +11 +2%
HKIMG
3717
Hutchens & Kramer Investment Management Group
Indiana
$222K -$68.4K -189 -24%
NF
3718
Nvest Financial
New Hampshire
$221K +$219K +604 New
OAP
3719
One Advisory Partners
Kansas
$221K +$213K +588 New
ES
3720
Eagle Strategies
New York
$221K -$8.69K -24 -4%
PIA
3721
Panoramic Investment Advisors
Colorado
$220K +$362 +1 +0.2%
ITB
3722
Idaho Trust Bank
Idaho
$220K +$217K +601 New
HA
3723
Heartland Advisors
Wisconsin
$220K +$217K +600 New
LFA
3724
Level Financial Advisors
New York
$220K +$724 +2 +0.3%
T
3725
Transce3nd
Texas
$220K +$7.96K +22 +4%