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Name Holding Trade Value Shares
Change
Change in
Stake
HA
3401
HFG Advisors
Ohio
$220K – – –
SP
3402
Successful Portfolios
Florida
$219K +$213K +381 New
SA
3403
Skyline Advisors
Washington
$219K -$2.24K -4 -1%
FC
3404
Fairscale Capital
New Hampshire
$219K +$35.8K +64 +20%
ACM
3405
Argyle Capital Management
Pennsylvania
$219K – – –
SFS
3406
Summit Financial Strategies
Ohio
$218K +$214K +383 New
TFA
3407
Teamwork Financial Advisors
Texas
$218K -$2.24K -4 -1%
SDWMA
3408
Schneider Downs Wealth Management Advisors
Pennsylvania
$218K +$1.12K +2 +0.5%
HCM
3409
Hall Capital Management
Rhode Island
$218K – – –
LSA
3410
Lansing Street Advisors
Pennsylvania
$218K -$38.6K -69 -15%
CASB
3411
Cape Ann Savings Bank
Massachusetts
$218K – – –
DWP
3412
Destiny Wealth Partners
Florida
$217K -$56.5K -101 -20%
STB
3413
S&T Bank
Pennsylvania
$217K -$3.35K -6 -2%
BWA
3414
BlueSky Wealth Advisors
North Carolina
$217K – – –
PA
3415
ProCore Advisors
California
$217K +$212K +380 New
TFA
3416
TPG Financial Advisors
Oregon
$217K +$212K +380 New
W
3417
WorthPointe
California
$217K +$212K +380 New
MPW
3418
MGO Private Wealth
California
$216K – – –
TWM
3419
TSA Wealth Management
Texas
$216K +$7.27K +13 +4%
HP
3420
Holistic Planning
Texas
$216K +$7.27K +13 +4%
ALC
3421
Alexander Labrunerie & Co
Missouri
$216K +$1.68K +3 +0.8%
WAM
3422
Worth Asset Management
Texas
$215K +$211K +377 New
PTC
3423
Philadelphia Trust Company
Pennsylvania
$215K +$211K +377 New
AFA
3424
American Financial Advisors
Georgia
$215K – – –
BCMLT
3425
Beacon Capital Management LLC (Tennessee)
Tennessee
$214K -$48.1K -86 -19%