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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
3126
Osbon Capital Management
Massachusetts
$304K +$298K +533 New
CIC
3127
Chase Investment Counsel
Virginia
$304K -$299K -535 -50%
GMA
3128
Glassy Mountain Advisors
Maryland
$304K +$2.79K +5 +0.9%
KAM
3129
KEB Asset Management
Illinois
$303K +$297K +531 New
TCMP
3130
Thrive Capital Management (Pennsylvania)
Pennsylvania
$303K +$297K +531 New
ARC
3131
Advisor Resource Council
Texas
$303K +$305K +546 New
DWM
3132
Daner Wealth Management
Georgia
$303K +$23.5K +42 +8%
ACM
3133
Absolute Capital Management
Pennsylvania
$303K +$51.4K +92 +21%
SC
3134
Skylands Capital
Wisconsin
$303K – – –
PSCM
3135
Per Stirling Capital Management
Texas
$302K +$21.2K +38 +8%
FEG
3136
Financial Enhancement Group
Indiana
$302K -$5.59K -10 -2%
NA
3137
Nautilus Advisors
California
$302K – – –
WCG
3138
Weaver Consulting Group
California
$301K -$559 -1 -0.2%
PWA
3139
Phoenix Wealth Advisors
North Carolina
$301K – – –
CC
3140
Cypress Capital
Tennessee
$301K +$32.4K +58 +12%
RB
3141
Rodgers Brothers
Pennsylvania
$300K – – –
ODA
3142
One Degree Advisors
California
$300K -$74.9K -134 -20%
EWA
3143
Etesian Wealth Advisors
Oregon
$299K – – –
HIF
3144
Hill Island Financial
Michigan
$299K +$14K +25 +5%
HPIA
3145
Hamilton Point Investment Advisors
North Carolina
$299K +$20.1K +36 +7%
UC
3146
Unio Capital
New Jersey
$299K +$292K +523 New
BC
3147
Brio Consultants
California
$298K +$11.7K +21 +4%
LIP
3148
Lighthouse Investment Partners
Florida
$298K +$292K +522 New
PCWA
3149
Pacific Capital Wealth Advisors
California
$297K -$26.3K -47 -8%
BWS
3150
Buck Wealth Strategies
Colorado
$297K +$291K +520 New