Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1751
Creekmur Asset Management
Illinois
$221K +$214K +475 New
IAP
1752
Indie Asset Partners
Indiana
$221K -$55.8K -124 -21%
XWM
1753
Xcel Wealth Management
Florida
$221K +$213K +474 New
CCG
1754
Catalina Capital Group
California
$220K -$464K -1,031 -69%
AFS
1755
Axiom Financial Strategies
Indiana
$220K +$213K +473 New
GI
1756
GAMCO Investors
Connecticut
$220K +$212K +472 New
SPWM
1757
Schrum Private Wealth Management
Florida
$220K +$212K +472 New
FA
1758
Fermata Advisors
California
$219K -$42.8K -95 -17%
HCPC
1759
Hamilton Capital Partners (Canada)
$219K -$15.7M -34,944 -99%
PA
1760
PharVision Advisers
Florida
$218K +$211K +469 New
PWM
1761
PBMares Wealth Management
Virginia
$218K +$211K +468 New
TFP
1762
Tilia Fiduciary Partners
North Carolina
$217K +$210K +467 New
ABC
1763
Associated Banc-Corp
Wisconsin
$216K +$209K +464 New
PWAM
1764
Private Wealth Asset Management
Iowa
$216K +$208K +463 New
PHWM
1765
Pine Harbor Wealth Management
Maryland
$216K +$208K +462 New
FFA
1766
Fi3 Financial Advisors
Indiana
$215K +$208K +462 New
CFS
1767
CRA Financial Services
New Jersey
$215K -$93.2K -207 -31%
OPPS
1768
Obsidian Personal Planning Solutions
Maryland
$214K – – –
MCM
1769
Maple Capital Management
Vermont
$214K +$207K +460 New
ML
1770
Mayport LLC
Massachusetts
$214K +$207K +459 New
BSTWA
1771
Blake Schutter Theil Wealth Advisors
Ohio
$213K +$206K +458 New
SRC
1772
Sage Rhino Capital
California
$213K +$206K +457 New
CCA
1773
Cottonwood Capital Advisors
Utah
$212K -$110K -244 -35%
LI
1774
LMCG Investments
Massachusetts
$212K +$205K +456 New
MWA
1775
Medallion Wealth Advisors
Connecticut
$212K +$12.6K +28 +7%