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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
1826
White Pine Capital
Minnesota
$322K
RW
1827
Rede Wealth
Virginia
$322K +$60.5K +435 +22%
TCA
1828
Transcend Capital Advisors
New Jersey
$321K -$3.62K -26 -1%
MLFP
1829
MPS Loria Financial Planners
Illinois
$321K -$139 -1 -0%
CFG
1830
CKW Financial Group
Hawaii
$319K
LF
1831
Lantz Financial
Illinois
$318K -$1.11K -8 -0.3%
SWA
1832
Sutton Wealth Advisors
Florida
$317K +$2.22K +16 +0.7%
RWI
1833
Red Wave Investments
Pennsylvania
$317K +$14.5K +104 +5%
TA
1834
Trellis Advisors
Washington
$315K +$973 +7 +0.3%
CAL
1835
Capital Analysts LLC
Pennsylvania
$314K +$131K +945 +67%
SAM
1836
Satovsky Asset Management
New York
$313K +$327K +2,352 New
JHCP
1837
Jackson Hole Capital Partners
Oklahoma
$312K +$326K +2,348 New
RPWA
1838
Regent Peak Wealth Advisors
Georgia
$311K -$39.9K -287 -11%
HCM
1839
Hodges Capital Management
Texas
$310K -$964K -6,936 -75%
CCA
1840
Conestoga Capital Advisors
Pennsylvania
$310K -$25K -180 -7%
DWP
1841
Destiny Wealth Partners
Florida
$310K +$4.03K +29 +1%
CAN
1842
Claraphi Advisory Network
United States
$310K +$18.6K +134 +6%
NAM
1843
NTV Asset Management
West Virginia
$308K
SICM
1844
Sustainable Insight Capital Management
New York
$307K -$72.3K -520 -18%
CT
1845
Chicago Trust
Illinois
$307K +$78.1K +562 +32%
DLG
1846
Daniel L. Goodwin
$305K
MAM
1847
McLean Asset Management
Virginia
$305K
MAM
1848
Magellan Asset Management
Australia
$304K -$6.12K -44 -2%
AIA
1849
Alera Investment Advisors
Illinois
$304K +$8.06K +58 +3%
MKC
1850
M. Kraus & Co
Vermont
$301K +$13.9K +100 +5%