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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2126
Liberty Wealth Management
California
$367K +$34.1K +956 +11%
PGWM
2127
Parisi Gray Wealth Management
New Jersey
$366K -$28.3K -795 -7%
EHWM
2128
Eads & Heald Wealth Management
Georgia
$366K +$9.19K +258 +3%
PCM
2129
Pointe Capital Management
Michigan
$365K
MLFP
2130
MPS Loria Financial Planners
Illinois
$365K +$6.02K +169 +2%
CFS
2131
CRA Financial Services
New Jersey
$365K +$43.5K +1,220 +14%
CAS
2132
Cascadia Advisory Services
Oregon
$363K +$348K +9,779 New
IWS
2133
Insight Wealth Strategies
California
$362K +$112K +3,149 +48%
WIM
2134
Wittenberg Investment Management
Massachusetts
$361K -$17.1K -479 -5%
CFA
2135
Capstone Financial Advisors
Illinois
$361K +$67.9K +1,906 +24%
CF
2136
Corrigan Financial
Rhode Island
$360K -$98.1K -2,754 -22%
SRC
2137
Sage Rhino Capital
California
$359K +$26.4K +742 +8%
DLCIG
2138
D.L. Carlson Investment Group
New Hampshire
$357K +$1.32K +37 +0.4%
GQG Partners
2139
GQG Partners
Florida
$355K +$340K +9,538 New
MFT
2140
Moisand Fitzgerald Tamayo
Florida
$354K +$1.03K +29 +0.3%
AWA
2141
Acorn Wealth Advisors
Michigan
$353K -$20.7K -580 -6%
HCM
2142
Hudson Capital Management
New Jersey
$353K -$15K -422 -4%
WA
2143
Wealth Architects
California
$352K -$16.9K -475 -5%
AC
2144
Alexandria Capital
Virginia
$352K -$14K -394 -4%
ARM
2145
Adirondack Research & Management
New York
$352K
CIP
2146
Chartwell Investment Partners
Pennsylvania
$350K -$18.8M -528,771 -98%
CW
2147
Cabot-Wellington
Massachusetts
$350K
GFPC
2148
Global Financial Private Client
Florida
$348K +$333K +9,360 New
ADMI
2149
Albert D. Mason Inc
Massachusetts
$347K +$332K +9,330 New
HZ
2150
Hixon Zuercher
Ohio
$345K +$330K +9,268 New