Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
4201
SC&H Financial Advisors
Maryland
$376K -$40.3K -399 -12%
CAM
4202
Chesapeake Asset Management
New York
$374K -$2.34M -23,160 -88%
PWA
4203
Peterson Wealth Advisors
Utah
$372K -$61.3K -606 -17%
AWP
4204
Atlas Wealth Partners
Pennsylvania
$372K -$99.6K -985 -25%
VWWMG
4205
Vermillion & White Wealth Management Group
Pennsylvania
$371K – – –
BWM
4206
Benchmark Wealth Management
Connecticut
$371K – – –
TIP
4207
Torray Investment Partners
Maryland
$371K +$303K +3,000 New
WIA
4208
Wetzel Investment Advisors
Indiana
$370K -$455K -4,500 -92%
LC
4209
Legacy CG
Texas
$370K +$303K +2,996 New
FWM
4210
Fortress Wealth Management
California
$369K +$47.1K +466 +18%
FWM
4211
ForthRight Wealth Management
Georgia
$368K – – –
BCM
4212
Blume Capital Management
California
$368K +$7.08K +70 +2%
FDDB
4213
Fidelity D&D Bancorp
Pennsylvania
$368K +$16.2K +160 +6%
CC
4214
Capstone Capital
Nevada
$368K +$301K +2,980 New
PIN
4215
Prudent Investors Network
California
$367K – – –
WFAG
4216
Wescott Financial Advisory Group
Pennsylvania
$365K -$507K -5,019 -63%
NFGCM
4217
Norman Fields Gottscho Capital Management
New York
$364K +$273K +2,700 New
DCBT
4218
Dakota Community Bank & Trust
North Dakota
$363K -$12.1K -120 -4%
BCM
4219
Buckhead Capital Management
Georgia
$362K +$1.01K +10 +0.3%
LSC
4220
Lesa Sroufe & Co
Washington
$361K +$3.03K +30 +1%
AMIM
4221
Aull & Monroe Investment Management
Alabama
$361K +$65.7K +650 +29%
AIA
4222
Arbor Investment Advisors
North Carolina
$361K -$101 -1 -0%
GSAM
4223
Grant Street Asset Management
Pennsylvania
$360K +$294K +2,911 New
LFA
4224
LGT Financial Advisors
Texas
$360K +$44.5K +440 +18%
NLP
4225
Next Level Private
New York
$359K -$24.8K -245 -8%