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Name Holding Trade Value Shares
Change
Change in
Stake
AA
3301
Alesco Advisors
New York
$217K +$21.2K +206 +10%
PBC
3302
Pavion Blue Capital
California
$217K
SIS
3303
Strategic Investment Solutions
Illinois
$216K +$103 +1 +0%
SPW
3304
Sonoma Private Wealth
California
$216K -$628K -6,094 -74%
LAS
3305
LWM Advisory Services
Florida
$216K -$38.7K -375 -15%
CRWM
3306
Castle Rock Wealth Management
California
$215K -$56.6K -549 -17%
HCM
3307
Hutchinson Capital Management
California
$215K +$5.46K +53 +3%
BIP
3308
Blueprint Investment Partners
North Carolina
$215K +$15.3K +148 +7%
PCI
3309
Planning Center Inc
Illinois
$215K
SHA
3310
Seneca House Advisors
Virginia
$215K +$8.87K +86 +4%
LKBC
3311
L.K. Benson & Company
Maryland
$215K +$223K +2,160 New
CCM
3312
Coerente Capital Management
Ontario, Canada
$215K
BBPWM
3313
Blue Bell Private Wealth Management
Pennsylvania
$214K -$25.4K -246 -10%
AWM
3314
Alterna Wealth Management
Texas
$214K
CFG
3315
Chapman Financial Group
Hawaii
$214K +$222K +2,151 New
CCA
3316
Cadent Capital Advisors
Oklahoma
$213K +$928 +9 +0.4%
KLI
3317
Kelman-Lazarov Inc
Tennessee
$213K +$9.07K +88 +4%
KCIC
3318
Kuhn & Co Investment Counsel
Illinois
$213K -$51K -495 -19%
TWM
3319
Topsail Wealth Management
North Carolina
$213K +$218K +2,119 New
VWM
3320
Vivid Wealth Management
Iowa
$213K +$20.6K +200 +10%
DCM
3321
Delta Capital Management
New Jersey
$212K
FWSM
3322
First Wilshire Securities Management
California
$212K
1NWS
3323
1 North Wealth Services
Maryland
$211K +$219K +2,124 New
NSB
3324
Norway Savings Bank
Maine
$211K +$13.5K +131 +7%
PFW
3325
Petros Family Wealth
Minnesota
$210K +$218K +2,110 New