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Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
3126
O'Brien Wealth Partners
Massachusetts
$235K +$2.39K +23 +1%
TS
3127
Tamar Securities
California
$235K -$2.28K -22 -1%
OC
3128
Oarsman Capital
Wisconsin
$235K +$224K +2,154 New
AWM
3129
Alterna Wealth Management
Texas
$235K +$223K +2,152 New
NC
3130
NBW Capital
Massachusetts
$234K +$4.05K +39 +2%
GWM
3131
Gray Wealth Management
Maine
$234K +$14.6K +141 +7%
PD
3132
Planning Directions
Pennsylvania
$234K -$17K -164 -7%
CWS
3133
Cypress Wealth Services
California
$234K -$23.4K -225 -10%
TCM
3134
TD Capital Management
Tennessee
$234K -$66.5K -641 -23%
FWSM
3135
First Wilshire Securities Management
California
$232K – – –
KWM
3136
KFG Wealth Management
Indiana
$232K – – –
DIP
3137
Davis Investment Partners
North Carolina
$231K – – –
EWP
3138
Engrave Wealth Partners
Texas
$231K – – –
SFWC
3139
Strategic Family Wealth Counselors
New Jersey
$231K – – –
FDDB
3140
Fidelity D&D Bancorp
Pennsylvania
$230K +$219K +2,109 New
HIS
3141
Horizon Investment Services
Indiana
$230K -$16.6K -160 -7%
SWA
3142
ShankerValleau Wealth Advisors
Illinois
$230K – – –
SFP
3143
Sterling Financial Planning
New Jersey
$229K +$218K +2,104 New
FG
3144
Fairman Group
Pennsylvania
$229K +$217K +2,089 New
VLC
3145
Van Leeuwen & Company
New Jersey
$228K +$2.49K +24 +1%
WI
3146
Wedgewood Investors
Pennsylvania
$227K – – –
HIS
3147
Harvest Investment Services
Illinois
$227K -$7.89K -76 -4%
CFP
3148
Curran Financial Partners
South Carolina
$227K +$198K +1,905 New
LAM
3149
Lifestyle Asset Management
Texas
$226K -$19K -183 -8%
MAA
3150
Mraz Amerine & Associates
California
$226K – – –