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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
2751
Financial Management Professionals
Texas
$226K -$1.21K -3 -0.6%
FFBTD
2752
First Financial Bank - Trust Division
Ohio
$226K -$13.7K -34 -6%
WP
2753
WealthShield Partners
North Carolina
$225K -$26.5K -66 -11%
RB
2754
Rodgers Brothers
Pennsylvania
$224K – – –
VR
2755
Valued Retirements
Texas
$224K +$211K +525 New
BCM
2756
Brooktree Capital Management
Michigan
$223K -$2.41K -6 -1%
CPIA
2757
Cornell Pochily Investment Advisors
New York
$223K +$1.21K +3 +0.6%
LL
2758
LPWM LLC
Minnesota
$223K – – –
CAGAS
2759
Capital Advisory Group Advisory Services
Minnesota
$223K – – –
HGERS
2760
Householder Group Estate & Retirement Specialist
Arizona
$223K +$19.7K +49 +10%
LPAM
2761
Lodestar Private Asset Management
California
$223K – – –
BONH
2762
Bank of New Hampshire
New Hampshire
$222K – – –
MWA
2763
Motive Wealth Advisors
Michigan
$221K -$70.3K -175 -25%
CWM
2764
Cahaba Wealth Management
Georgia
$221K – – –
MLA
2765
MB, Levis & Associates
Pennsylvania
$220K – – –
TCMP
2766
Thrive Capital Management (Pennsylvania)
Pennsylvania
$220K -$20.1K -50 -9%
WDL
2767
Well Done LLC
Michigan
$220K +$207K +515 New
W
2768
Wealthquest
Ohio
$220K +$2.41K +6 +1%
FPGK
2769
Financial Partners Group (Kansas)
Kansas
$219K +$207K +515 New
TAM
2770
TCP Asset Management
Ohio
$219K +$206K +513 New
SF
2771
Slagle Financial
Illinois
$219K +$134K +333 +48%
BCAM
2772
Boston Common Asset Management
Massachusetts
$218K -$20.1K -50 -9%
AF
2773
Apollon Financial
South Carolina
$218K +$205K +511 New
CFAM
2774
Center For Asset Management
Florida
$218K +$205K +511 New
GGI
2775
GPM Growth Investors
Michigan
$218K +$205K +511 New