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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1901
Catalyst Capital Advisors
New York
$281K
SL
1902
Summitry LLC
California
$280K -$4.3K -33 -2%
SWP
1903
Summit Wealth Partners
Florida
$280K +$261 +2 +0.1%
UBV
1904
United Bank (Virginia)
Virginia
$279K -$130K -1,000 -32%
HFAS
1905
Hummer Financial Advisory Services
Illinois
$279K -$32K -245 -10%
PIM
1906
Progressive Investment Management
Oregon
$279K
AWP
1907
Abacus Wealth Partners
California
$277K -$14.1K -108 -5%
B
1908
Bridgeworth
Alabama
$276K -$53.9K -413 -16%
FFA
1909
Fragasso Financial Advisors
Pennsylvania
$276K +$11.2K +86 +4%
PIN
1910
Prudent Investors Network
California
$275K
CRC
1911
Curi RMB Capital
Illinois
$275K +$1.56K +12 +0.6%
RBC
1912
Roble Belko & Company
Pennsylvania
$274K -$537K -4,116 -66%
OFS
1913
Orrstown Financial Services
Pennsylvania
$274K -$14.6K -112 -5%
HFP
1914
Holistic Financial Partners
Indiana
$274K
AWM
1915
AllSquare Wealth Management
New York
$274K +$6.52K +50 +2%
EWA
1916
Encompass Wealth Advisors
Oregon
$273K -$130K -995 -32%
TCM
1917
Tradewinds Capital Management
Washington
$273K
MTWM
1918
Masso Torrence Wealth Management
New Jersey
$271K -$42K -322 -13%
CCM
1919
Crossvault Capital Management
Texas
$271K
AA
1920
Apriem Advisors
California
$271K +$71.3K +547 +36%
EWP
1921
Engrave Wealth Partners
Texas
$270K
MWM
1922
Marietta Wealth Management
Georgia
$270K
PGAM
1923
Princeton Global Asset Management
New Jersey
$270K
NFG
1924
Nadler Financial Group
Illinois
$270K +$5.09K +39 +2%
BFA
1925
Bill Few Associates
Pennsylvania
$270K +$56.7K +435 +27%