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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
2601
Kaydan Wealth Management
Michigan
$297K -$11.7K -29 -4%
HCM
2602
Highview Capital Management
Illinois
$296K -$2.01K -5 -0.7%
PWA
2603
Phoenix Wealth Advisors
North Carolina
$295K
GGI
2604
Godsey & Gibb Inc
Virginia
$295K
SICM
2605
Sustainable Insight Capital Management
New York
$294K -$40.2K -100 -13%
FCMT
2606
Founders Capital Management (Texas)
Texas
$294K -$26.1K -65 -9%
CWA
2607
CM Wealth Advisors
Ohio
$293K
NCM
2608
Noesis Capital Mangement
Florida
$293K
AFAS
2609
Acorn Financial Advisory Services
Virginia
$293K -$6.83K -17 -2%
FFG
2610
Frisch Financial Group
New York
$292K -$144K -359 -34%
PWM
2611
Paulson Wealth Management
Illinois
$291K -$253K -630 -48%
CL
2612
COWA LLC
Oklahoma
$291K +$39.4K +98 +17%
WCG
2613
Weaver Consulting Group
California
$291K
FDDB
2614
Fidelity D&D Bancorp
Pennsylvania
$291K +$6.43K +16 +2%
DWM
2615
Darwin Wealth Management
Florida
$290K -$22.5K -56 -8%
BI
2616
Ballast Inc
Kentucky
$290K
SP
2617
Systematic Portfolios
New York
$290K +$273K +680 New
LRIA
2618
Leonard Rickey Investment Advisors
Washington
$290K +$11.7K +29 +4%
CP
2619
Coho Partners
Pennsylvania
$289K
HWA
2620
HHM Wealth Advisors
Tennessee
$287K -$6.03K -15 -2%
EPA
2621
Element Pointe Advisors
Florida
$287K -$5.22K -13 -2%
WSC
2622
Wellington Shields & Co
New York
$284K +$212K +527 +376%
BG
2623
Benedetti & Gucer
Georgia
$282K -$12.9K -32 -5%
TBC
2624
Ted Buchan & Co
California
$282K
MHIC
2625
Marble Harbor Investment Counsel
Massachusetts
$281K +$265K +660 New