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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1726
Private Wealth Strategies
Ohio
$222K
OR
1727
Olympiad Research
Connecticut
$221K -$88.1K -803 -25%
RHBC
1728
R.H. Bluestein & Co
Michigan
$221K
JCM
1729
Janney Capital Management
Pennsylvania
$221K +$1.75K +16 +0.7%
Q
1730
QVR
California
$221K +$196K +1,786 +296%
DA
1731
DSC Advisors
Illinois
$220K -$70.3K -641 -21%
BB
1732
Berkshire Bank
Massachusetts
$220K -$48.6K -443 -16%
CA
1733
Carson Advisory
Georgia
$220K -$4.94K -45 -2%
PFA
1734
Pathway Financial Advisors
Vermont
$220K
WCWM
1735
Willow Creek Wealth Management
California
$220K
CP
1736
Coho Partners
Pennsylvania
$219K -$564K -5,144 -68%
SFG
1737
Sather Financial Group
Texas
$219K -$98.4K -897 -27%
LCM
1738
Liberty Capital Management
Michigan
$219K
SC
1739
Shay Capital
New York
$219K +$261K +2,375 New
SWP
1740
Summit Wealth Partners
Florida
$218K
BMA
1741
Brooks Moore & Associates
Tennessee
$217K -$6.58K -60 -2%
CBT
1742
CoreFirst Bank & Trust
Kansas
$217K
CAM
1743
Covenant Asset Management
New Jersey
$217K
BDFN
1744
Bond & Devick Financial Network
Minnesota
$217K +$10.5K +96 +4%
FW
1745
FirstPurpose Wealth
Utah
$217K +$39.8K +363 +18%
1WA
1746
180 Wealth Advisors
Washington
$217K +$258K +2,353 New
BOPW
1747
Brandywine Oak Private Wealth
Pennsylvania
$216K -$165K -1,501 -39%
MA
1748
MKT Advisors
California
$216K -$57.8K -527 -18%
CAM
1749
Congress Asset Management
Massachusetts
$216K
EWM
1750
Echo Wealth Management
Minnesota
$216K