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Name Holding Trade Value Shares
Change
Change in
Stake
EA
2601
Echo45 Advisors
California
$298K +$47.4K +118 +20%
KWM
2602
Kaydan Wealth Management
Michigan
$297K -$11.7K -29 -4%
HCM
2603
Highview Capital Management
Illinois
$296K -$2.01K -5 -0.7%
PWA
2604
Phoenix Wealth Advisors
North Carolina
$295K – – –
GGI
2605
Godsey & Gibb Inc
Virginia
$295K – – –
SICM
2606
Sustainable Insight Capital Management
New York
$294K -$40.2K -100 -13%
FCMT
2607
Founders Capital Management (Texas)
Texas
$294K -$26.1K -65 -9%
CWA
2608
CM Wealth Advisors
Ohio
$293K – – –
NCM
2609
Noesis Capital Mangement
Florida
$293K – – –
AFAS
2610
Acorn Financial Advisory Services
Virginia
$293K -$6.83K -17 -2%
FFG
2611
Frisch Financial Group
New York
$292K -$144K -359 -34%
PWM
2612
Paulson Wealth Management
Illinois
$291K -$253K -630 -48%
CL
2613
COWA LLC
Oklahoma
$291K +$39.4K +98 +17%
WCG
2614
Weaver Consulting Group
California
$291K – – –
FDDB
2615
Fidelity D&D Bancorp
Pennsylvania
$291K +$6.43K +16 +2%
DWM
2616
Darwin Wealth Management
Florida
$290K -$22.5K -56 -8%
BI
2617
Ballast Inc
Kentucky
$290K – – –
SP
2618
Systematic Portfolios
New York
$290K +$273K +680 New
LRIA
2619
Leonard Rickey Investment Advisors
Washington
$290K +$11.7K +29 +4%
CP
2620
Coho Partners
Pennsylvania
$289K – – –
HWA
2621
HHM Wealth Advisors
Tennessee
$287K -$6.03K -15 -2%
EPA
2622
Element Pointe Advisors
Florida
$287K -$5.22K -13 -2%
WSC
2623
Wellington Shields & Co
New York
$284K +$212K +527 +376%
BG
2624
Benedetti & Gucer
Georgia
$282K -$12.9K -32 -5%
TBC
2625
Ted Buchan & Co
California
$282K – – –