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Name Holding Trade Value Shares
Change
Change in
Stake
PRI
1776
Prepared Retirement Institute
Pennsylvania
$213K +$191K +1,558 New
MW
1777
Marcum Wealth
Ohio
$213K +$190K +1,556 New
SFS
1778
Summit Financial Strategies
Ohio
$212K +$190K +1,554 New
SIA
1779
Schechter Investment Advisors
Michigan
$212K +$190K +1,552 New
SWA
1780
ShankerValleau Wealth Advisors
Illinois
$212K +$190K +1,551 New
HNW
1781
High Note Wealth
Minnesota
$212K +$190K +1,549 New
SFP
1782
Sandbox Financial Partners
Maryland
$212K +$189K +1,548 New
GCM
1783
Greenland Capital Management
New York
$211K +$189K +1,546 New
MFGM
1784
Marshall Financial Group (Maryland)
Maryland
$211K +$189K +1,546 New
MME
1785
Meag Munich Ergo
Germany
$210K +$188K +1,536 New
E
1786
ETFidea
New York
$209K +$187K +1,530 New
LMKC
1787
L.M. Kohn & Company
Ohio
$209K +$187K +1,530 New
CAG
1788
Csenge Advisory Group
Florida
$209K +$190K +1,551 New
RW
1789
REDW Wealth
New Mexico
$209K +$187K +1,528 New
KA
1790
KLCM Advisors
Wisconsin
$208K +$186K +1,520 New
CASB
1791
Cape Ann Savings Bank
Massachusetts
$208K -$124K -1,014 -40%
RWA
1792
Redhawk Wealth Advisors
Minnesota
$207K +$185K +1,511 New
UF
1793
Univest Financial
Pennsylvania
$207K +$185K +1,511 New
RBFC
1794
Roman Butler Fullerton & Co
Missouri
$206K +$186K +1,521 New
CFCI
1795
Comprehensive Financial Consultants Institutional
Indiana
$205K +$184K +1,501 New
AA
1796
AF Advisors
California
$205K +$184K +1,500 New
ACM
1797
Armbruster Capital Management
New York
$205K +$184K +1,500 New
CCM
1798
Copeland Capital Management
Pennsylvania
$205K +$184K +1,500 New
SWM
1799
Stockman Wealth Management
Montana
$205K +$184K +1,500 New
MWA
1800
Meridian Wealth Advisors
Texas
$205K +$183K +1,498 New