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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2101
Chesapeake Wealth Management
Virginia
$850K +$164K +547 +24%
LIA
2102
Lynx Investment Advisory
District of Columbia
$850K -$13.8K -46 -2%
IIL
2103
Income Insurance Ltd
$850K +$859K +2,868 New
Sapient Capital
2104
Sapient Capital
Indiana
$849K +$52.4K +175 +7%
SSW
2105
Smith Shellnut Wilson
Mississippi
$849K – – –
KFA
2106
Kelleher Financial Advisors
New York
$849K +$19.5K +65 +2%
BFS
2107
Beacon Financial Strategies
North Carolina
$847K +$296K +990 +53%
AWM
2108
Aberdeen Wealth Management
Illinois
$847K – – –
S
2109
Sachetta
Massachusetts
$847K -$217K -726 -20%
NCM
2110
Novare Capital Management
North Carolina
$846K +$5.69K +19 +0.7%
HW
2111
HORAN Wealth
Ohio
$844K +$11.1K +37 +1%
LC
2112
Lavelle Capital
California
$844K +$854K +2,850 New
BWA
2113
BlueSky Wealth Advisors
North Carolina
$843K -$5.09K -17 -0.6%
FFP
2114
FourThought Financial Partners
Florida
$840K +$79.1K +264 +10%
AWP
2115
Abacus Wealth Partners
California
$840K +$463K +1,547 +120%
FUBT
2116
First United Bank & Trust
Maryland
$839K -$94.6K -316 -10%
CNC
2117
Citizens & Northern Corp
Pennsylvania
$839K -$8.09K -27 -0.9%
BWS
2118
Broadway Wealth Solutions
Texas
$836K -$16.5K -55 -2%
CGA
2119
Crescent Grove Advisors
Illinois
$834K – – –
LW
2120
Libra Wealth
California
$833K – – –
MF
2121
Manchester Financial
California
$832K +$131K +438 +18%
BAM
2122
Bosun Asset Management
Illinois
$829K – – –
DG
2123
DMC Group
Alabama
$827K -$82.1K -274 -9%
T
2124
Tableaux
Massachusetts
$826K -$730K -2,437 -48%
LA
2125
Legacy Advisors
Pennsylvania
$825K +$65.9K +220 +9%