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Name Holding Trade Value Shares
Change
Change in
Stake
VPI
2401
Value Partners Investments
Manitoba, Canada
$303K +$377K +20,000 New
WIC
2402
Water Island Capital
New York
$303K +$377K +20,000 New
CPW
2403
Catalyst Private Wealth
California
$302K -$102K -5,380 -21%
HFG
2404
Heron Financial Group
New York
$301K -$141K -7,460 -27%
SFCL
2405
Strengthening Families & Communities LLC
Massachusetts
$301K – – –
HWM
2406
Hemington Wealth Management
Virginia
$300K -$3.4K -180 -0.9%
AWA
2407
AmeriServ Wealth Advisors
Pennsylvania
$298K -$57.8K -3,060 -13%
GWA
2408
GGM Wealth Advisors
Maryland
$297K – – –
LCM
2409
Leisure Capital Management
California
$297K – – –
SGK
2410
Steigerwald Gordon & Koch
Virginia
$296K -$33.6K -1,780 -8%
MAM
2411
McLean Asset Management
Virginia
$296K -$2.27K -120 -0.6%
LCM
2412
LVM Capital Management
Michigan
$295K -$686K -36,350 -65%
WFA
2413
Wellspring Financial Advisors
Ohio
$295K +$1.89K +100 +0.5%
EIG
2414
Ellenbecker Investment Group
Wisconsin
$294K +$9.81K +520 +3%
NF
2415
Nikulski Financial
Iowa
$294K +$56.6K +3,000 +18%
Modera Wealth Management
2416
Modera Wealth Management
New Jersey
$293K -$16.6K -880 -4%
HWA
2417
HHM Wealth Advisors
Tennessee
$293K +$19.8K +1,050 +6%
G
2418
GenTrust
Florida
$292K -$173K -9,160 -32%
DG
2419
DMC Group
Alabama
$292K -$75.5K -4,000 -17%
VFPI
2420
Vantage Financial Partners (Illinois)
Illinois
$292K +$51.9K +2,750 +17%
PBO
2421
Peoples Bank (Ohio)
Ohio
$291K -$187K -9,930 -34%
EA
2422
Echo45 Advisors
California
$291K -$167K -8,870 -32%
SCM
2423
SevenOneSeven Capital Management
Pennsylvania
$291K +$6.61K +350 +2%
OFA
2424
Oak Family Advisors
Illinois
$288K -$51.9K -2,750 -13%
NEWAS
2425
N.E.W. Advisory Services
Wisconsin
$288K +$359K +19,010 New