Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1451
Catalyst Financial Partners
Massachusetts
$342K +$15.3K +96 +4%
HPIA
1452
Hamilton Point Investment Advisors
North Carolina
$341K – – –
FAM
1453
Formidable Asset Management
Ohio
$340K -$326K -2,048 -49%
DLA
1454
Douglas Lane & Associates
New York
$339K – – –
NDSI
1455
Newman Dignan & Sheerar Inc
Rhode Island
$339K +$5.89K +37 +2%
SIA
1456
Strategic Investment Advisors
Michigan
$339K +$69.1K +434 +23%
AWM
1457
Ariadne Wealth Management
California
$338K +$955 +6 +0.3%
PA
1458
Procyon Advisors
Connecticut
$337K +$5.41K +34 +1%
OHWP
1459
Oak Harbor Wealth Partners
North Carolina
$337K – – –
BSA
1460
Bull Street Advisors
Georgia
$335K +$1.11K +7 +0.3%
BAAM
1461
Baker Avenue Asset Management
California
$335K -$28.5K -179 -7%
FMP
1462
Financial Management Professionals
Texas
$334K +$6.37K +40 +2%
BWFA
1463
Baltimore-Washington Financial Advisors
Maryland
$333K +$30.3K +190 +9%
PFA
1464
Plotkin Financial Advisors
Maryland
$331K – – –
HBT
1465
Hills Bank & Trust
Iowa
$331K – – –
BCM
1466
Boltwood Capital Management
California
$331K +$6.37K +40 +2%
SFC
1467
SYM Financial Corp
Indiana
$330K -$126K -793 -26%
BP
1468
BBR Partners
New York
$330K – – –
FFA
1469
First Foundation Advisors
California
$330K +$362K +2,271 New
CD
1470
Chapin Davis
Maryland
$330K -$57.2K -359 -14%
RWM
1471
RKL Wealth Management
Pennsylvania
$330K -$13.9K -87 -4%
PFSC
1472
Peoples Financial Services Corp
Pennsylvania
$329K -$3.98K -25 -1%
SWGC
1473
Summit Wealth Group (Colorado)
Colorado
$329K +$33K +207 +10%
FFS
1474
Founders Financial Securities
Maryland
$329K -$240K -1,508 -41%
RW
1475
Rede Wealth
Virginia
$328K – – –