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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
2851
Copeland Capital Management
Pennsylvania
$314K – – –
DP
2852
DDD Partners
Washington
$314K +$263K +5,315 New
AA
2853
Aufman Associates
Pennsylvania
$313K -$50 -1 -0%
MTWM
2854
Masso Torrence Wealth Management
New Jersey
$313K +$262K +5,296 New
MPW
2855
Monterey Private Wealth
California
$312K +$262K +5,285 New
FAM
2856
Flaharty Asset Management
Florida
$311K -$150K -3,031 -37%
HCM
2857
HM Capital Management
Missouri
$311K +$261K +5,259 New
TA
2858
TFG Advisers
Michigan
$310K -$1.09K -22 -0.4%
OCM
2859
Objective Capital Management
Ohio
$309K +$259K +5,233 New
GSAM
2860
Grant Street Asset Management
Pennsylvania
$309K +$260K +5,238 New
DIM
2861
Delta Investment Management
California
$307K -$49.4K -998 -16%
BWM
2862
BCGM Wealth Management
Indiana
$307K +$149 +3 +0.1%
PBF
2863
Petix & Botte Financial
California
$305K -$256K -5,164 -50%
FW
2864
FirstPurpose Wealth
Utah
$305K +$256K +5,163 New
RPG
2865
Resource Planning Group
Georgia
$304K -$48.2K -972 -16%
CAM
2866
CenterStar Asset Management
Illinois
$304K – – –
NRI
2867
NFP Retirement Inc
California
$304K +$3.07K +62 +1%
CFN
2868
Cordasco Financial Network
Florida
$303K +$991 +20 +0.4%
MA
2869
MAS Advisors
Florida
$303K +$257K +5,195 New
SC
2870
Stephens Consulting
Michigan
$301K +$253K +5,101 New
RCM
2871
RB Capital Management
Nevada
$301K -$12.7K -256 -5%
DC
2872
DeDora Capital
California
$301K -$793 -16 -0.3%
AFS
2873
Axiom Financial Strategies
Indiana
$300K -$12.3K -248 -5%
ODIJL
2874
One Day In July LLC
Vermont
$300K -$149 -3 -0.1%
SCM
2875
Stonehearth Capital Management
Massachusetts
$300K – – –