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Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
1876
Hummer Financial Advisory Services
Illinois
$244K
SWP
1877
Strategic Wealth Partners
Ohio
$241K +$247K +1,220 New
IPW
1878
Impact Partnership Wealth
Georgia
$241K +$230K +1,135 New
FMWA
1879
Forvis Mazars Wealth Advisors
Missouri
$240K +$229K +1,130 New
KIC
1880
Kensington Investment Counsel
California
$240K
LRIA
1881
Leonard Rickey Investment Advisors
Washington
$240K
CEI
1882
Clark Estates Inc
New York
$239K
LWA
1883
Lantern Wealth Advisors
New York
$239K
XF
1884
XML Financial
Maryland
$239K +$228K +1,125 New
USB
1885
Union Savings Bank
Connecticut
$239K
CCM
1886
Carlson Capital Management
Minnesota
$237K
CWM
1887
Chemistry Wealth Management
New York
$237K
MWP
1888
Meridian Wealth Partners
Pennsylvania
$236K +$226K +1,115 New
BC
1889
BIT Capital
Germany
$235K -$34.4K -170 -13%
SDWIA
1890
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$235K +$225K +1,110 New
USWIA
1891
UP Strategic Wealth Investment Advisors
Pennsylvania
$235K +$225K +1,110 New
RA
1892
Rise Advisors
New York
$234K +$1.01K +5 +0.5%
NPT
1893
National Philanthropic Trust
Pennsylvania
$234K +$224K +1,105 New
IA
1894
Insight Advisors
Pennsylvania
$234K -$35.5K -175 -14%
EB
1895
Exchange Bank
California
$233K +$223K +1,100 New
FAM
1896
Formidable Asset Management
Ohio
$233K +$223K +1,100 New
OFW
1897
Omnia Family Wealth
Florida
$233K +$223K +1,100 New
HBW
1898
Hazlett, Burt & Watson
West Virginia
$233K
EB
1899
Emprise Bank
Kansas
$232K -$6.08K -30 -3%
BP
1900
BBR Partners
New York
$232K +$222K +1,095 New