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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1926
Lindenwold Advisors
Pennsylvania
$734K -$67.5K -1,733 -8%
LAM
1927
Lynch Asset Management
Pennsylvania
$734K
NFA
1928
Northern Financial Advisors
Michigan
$732K -$85.6K -2,200 -10%
BFO
1929
Biltmore Family Office
North Carolina
$731K -$62.5K -1,607 -7%
WKSWA
1930
White Knight Strategic Wealth Advisors
New Jersey
$731K +$108K +2,781 +16%
FPF
1931
First Pacific Financial
Washington
$730K +$2.69K +69 +0.3%
PPW
1932
Parcion Private Wealth
Washington
$730K -$134K -3,449 -15%
GWCM
1933
Godshalk Welsh Capital Management
Pennsylvania
$730K -$7.79K -200 -1%
CBFP
1934
Cedar Brook Financial Partners
Ohio
$730K -$78.4K -2,015 -9%
HWMG
1935
Hurlow Wealth Management Group
Indiana
$730K +$2.02K +52 +0.3%
MA
1936
MJP Associates
Connecticut
$729K -$70.5K -1,810 -8%
GLLW
1937
Graves Light Lenhart Wealth
Virginia
$729K +$10.9K +281 +1%
MAG
1938
MRA Advisory Group
New Jersey
$728K +$17.9K +461 +2%
GIM
1939
Greylin Investment Management
Virginia
$727K -$102K -2,630 -12%
DA
1940
Denali Advisors
California
$726K
EWM
1941
Elmwood Wealth Management
California
$726K -$3.31K -85 -0.4%
IAS
1942
Investment Advisory Services
Texas
$725K +$116K +2,985 +18%
GCA
1943
Gradient Capital Advisors
California
$724K -$125K -3,212 -14%
KF
1944
Krilogy Financial
Missouri
$723K -$156K -3,997 -17%
LCM
1945
LCM Capital Management
Illinois
$722K +$11.7K +301 +2%
Loomis, Sayles & Company
1946
Loomis, Sayles & Company
Massachusetts
$722K -$33.1K -850 -4%
HBW
1947
Hazlett, Burt & Watson
West Virginia
$722K -$31.3K -805 -4%
BWP
1948
Balboa Wealth Partners
Arizona
$720K -$44.3K -1,139 -5%
GFA
1949
Gallagher Fiduciary Advisors
Illinois
$720K +$33.4K +859 +5%
QC
1950
Quent Capital
New York
$720K +$27.1K +696 +4%