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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2176
Defined Wealth Management
Oregon
$438K +$429K +5,607 New
PP
2177
PDS Planning
Ohio
$436K +$24.4K +319 +6%
SCM
2178
Snow Capital Management
Pennsylvania
$434K
HFP
2179
Holistic Financial Partners
Indiana
$434K +$20.7K +271 +5%
HWMG
2180
Hurlow Wealth Management Group
Indiana
$434K +$165K +2,159 +64%
LIA
2181
LBMC Investment Advisors
Tennessee
$432K -$24.1K -315 -5%
SMA
2182
Sage Mountain Advisors
Georgia
$432K +$423K +5,530 New
FTC
2183
Farmers Trust Company
Ohio
$431K -$1.22K -16 -0.3%
AWA
2184
Acorn Wealth Advisors
Michigan
$430K +$17K +222 +4%
AC
2185
Annandale Capital
Texas
$429K +$420K +5,494 New
LCM
2186
Liberty Capital Management
Michigan
$429K +$421K +5,502 New
AWM
2187
Apollon Wealth Management
South Carolina
$428K -$391K -5,110 -48%
AIFAIM
2188
American Institute for Advanced Investment Management
Arizona
$428K +$7.19K +94 +2%
ESBC
2189
E.S. Barr & Co
Kentucky
$425K
GP
2190
Greenline Partners
New York
$425K +$1.68K +22 +0.4%
MPIA
2191
Mountain Pacific Investment Advisers
Idaho
$423K
LC
2192
Lindbrook Capital
California
$423K +$11.9K +156 +3%
LAM
2193
LifePro Asset Management
California
$423K +$414K +5,416 New
ERIM
2194
Eagle Ridge Investment Management
Connecticut
$422K -$105K -1,375 -20%
SAM
2195
Summit Asset Management
Tennessee
$422K +$14.5K +189 +4%
FSG
2196
Financial Strategies Group
Michigan
$420K +$152K +1,983 +58%
FC
2197
FCA Corp
Texas
$420K +$411K +5,379 New
MW
2198
MBL Wealth
North Carolina
$420K +$412K +5,385 New
LSC
2199
Lesa Sroufe & Co
Washington
$417K
CBFP
2200
Cedar Brook Financial Partners
Ohio
$416K +$6.81K +89 +2%