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Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
3401
Schneider Downs Wealth Management Advisors
Pennsylvania
$218K +$1.12K +2 +0.5%
HCM
3402
Hall Capital Management
Rhode Island
$218K
LSA
3403
Lansing Street Advisors
Pennsylvania
$218K -$38.6K -69 -15%
CASB
3404
Cape Ann Savings Bank
Massachusetts
$218K
DWP
3405
Destiny Wealth Partners
Florida
$217K -$56.5K -101 -20%
STB
3406
S&T Bank
Pennsylvania
$217K -$3.35K -6 -2%
BWA
3407
BlueSky Wealth Advisors
North Carolina
$217K
PA
3408
ProCore Advisors
California
$217K +$212K +380 New
TFA
3409
TPG Financial Advisors
Oregon
$217K +$212K +380 New
W
3410
WorthPointe
California
$217K +$212K +380 New
MPW
3411
MGO Private Wealth
California
$216K
TWM
3412
TSA Wealth Management
Texas
$216K +$7.27K +13 +4%
HP
3413
Holistic Planning
Texas
$216K +$7.27K +13 +4%
ALC
3414
Alexander Labrunerie & Co
Missouri
$216K +$1.68K +3 +0.8%
WAM
3415
Worth Asset Management
Texas
$215K +$211K +377 New
PTC
3416
Philadelphia Trust Company
Pennsylvania
$215K +$211K +377 New
AFA
3417
American Financial Advisors
Georgia
$215K
BCMLT
3418
Beacon Capital Management LLC (Tennessee)
Tennessee
$214K -$48.1K -86 -19%
ELM
3419
Elite Life Management
Florida
$214K +$218K +390 New
AFO
3420
Arrowroot Family Office
California
$214K +$209K +374 New
KWS
3421
Keystone Wealth Services
California
$213K
DCA
3422
DSG Capital Advisors
Minnesota
$213K -$36.3K -65 -14%
GFA
3423
Godfrey Financial Associates
New York
$213K +$209K +373 New
KNFPWM
3424
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$213K
WEG
3425
World Equity Group
Illinois
$212K -$2.24K -4 -1%