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Name Holding Trade Value Shares
Change
Change in
Stake
NA
3101
Nautilus Advisors
California
$265K +$1.05K +2 +0.4%
TCMP
3102
Thrive Capital Management (Pennsylvania)
Pennsylvania
$265K -$527 -1 -0.2%
AIA
3103
Accelerate Investment Advisors
California
$264K +$11.1K +21 +4%
HFM
3104
Hartford Financial Management
Connecticut
$264K -$123K -233 -31%
WCG
3105
Weaver Consulting Group
California
$264K
PWA
3106
Phoenix Wealth Advisors
North Carolina
$263K
SIC
3107
SJS Investment Consulting
Ohio
$263K +$166K +316 +150%
ARC
3108
Advisor Resource Council
Texas
$263K -$10.5K -20 -4%
RB
3109
Rodgers Brothers
Pennsylvania
$263K
SAG
3110
Sentinel Advisory Group
Wisconsin
$263K +$277K +526 New
SC
3111
Skylands Capital
Wisconsin
$262K -$2.63K -5 -0.9%
CFSG
3112
Community Financial Services Group
Vermont
$262K -$60.6K -115 -18%
EWA
3113
Etesian Wealth Advisors
Oregon
$262K
HPIA
3114
Hamilton Point Investment Advisors
North Carolina
$262K
FPW
3115
Flywheel Private Wealth
California
$262K +$276K +524 New
IAG
3116
Investment Advisory Group
Massachusetts
$261K +$7.37K +14 +3%
LWM
3117
Lodestone Wealth Management
Washington
$261K +$1.05K +2 +0.4%
BC
3118
Brio Consultants
California
$261K +$1.58K +3 +0.6%
PMFA
3119
Plante Moran Financial Advisors
Michigan
$260K -$116K -221 -30%
QL
3120
Quarry LP
New York
$260K -$73.2K -139 -21%
MPI
3121
Mairs & Power Inc
Minnesota
$260K -$54.8K -104 -17%
LWA
3122
Lifelong Wealth Advisors
Minnesota
$260K +$1.58K +3 +0.6%
DPW
3123
DiNuzzo Private Wealth
Pennsylvania
$259K
IAP
3124
Indie Asset Partners
Indiana
$259K +$273K +518 New
GCM
3125
Gambit Capital Management
Tennessee
$258K -$62.1K -118 -19%