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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
3301
Seed Wealth Management
Illinois
$215K +$192K +2,043 New
PF
3302
Prosperitas Financial
California
$215K +$192K +2,042 New
SAM
3303
Stembrook Asset Management
New Jersey
$215K +$191K +2,040 New
JDLA
3304
J. Derek Lewis & Associates
California
$214K +$191K +2,032 New
SIA
3305
Spectrum Investment Advisors
Wisconsin
$214K +$191K +2,032 New
FWP
3306
Fiduciary Wealth Partners
Massachusetts
$214K +$191K +2,031 New
CAAM
3307
Cornerstone Advisors Asset Management
Pennsylvania
$214K +$191K +2,031 New
ACM
3308
AUA Capital Management
Pennsylvania
$214K +$191K +2,030 New
IA
3309
Invested Advisors
Pennsylvania
$213K -$36.6K -390 -16%
CP
3310
Creekside Partners
California
$213K +$190K +2,026 New
RIA
3311
Retirement Investment Advisors
Oklahoma
$213K +$190K +2,023 New
BLFG
3312
Brian Low Financial Group
Louisiana
$213K +$190K +2,023 New
SWM
3313
SK Wealth Management
Rhode Island
$213K +$184K +1,965 New
PCS
3314
Private Client Services
Kentucky
$213K +$190K +2,022 New
APA
3315
Astoria Portfolio Advisors
New York
$213K -$69.1K -736 -30%
SCA
3316
Sandy Cove Advisors
Massachusetts
$213K +$190K +2,020 New
CICC
3317
Capital Investment Counsel (Colorado)
Colorado
$212K +$189K +2,018 New
PCM
3318
Palisade Capital Management
New Jersey
$212K +$189K +2,014 New
PCFFS
3319
Pacific Center for Financial Services
California
$212K
AIP
3320
Almanack Investment Partners
Pennsylvania
$212K -$94K -1,001 -33%
SFGM
3321
Stonebridge Financial Group (Missouri)
Missouri
$212K +$189K +2,013 New
B
3322
Barings
North Carolina
$212K +$189K +2,011 New
WH
3323
Whitcomb & Hess
Ohio
$212K +$183K +1,954 New
GA
3324
Gordian Advisors
Arizona
$211K +$188K +2,005 New
MPM
3325
Meritage Portfolio Management
Kansas
$211K +$188K +2,003 New