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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
2276
Perennial Investment Advisors
California
$339K +$4.51K +127 +1%
SWM
2277
Sugarloaf Wealth Management
Georgia
$338K +$81.2K +2,288 +33%
BCP
2278
Blue Chip Partners
Michigan
$337K -$6.75K -190 -2%
KWM
2279
Keebeck Wealth Management
Illinois
$336K – – –
WRM
2280
Weybosset Research & Management
Rhode Island
$333K -$1.77K -50 -0.5%
FSC
2281
Full Sail Capital
Oklahoma
$333K +$50.6K +1,424 +18%
CPSC
2282
Carl P. Sherr & Co
Massachusetts
$332K -$359K -10,117 -52%
CW
2283
Cabot-Wellington
Massachusetts
$332K – – –
GIP
2284
Greatmark Investment Partners
Georgia
$331K – – –
PCC
2285
Park Circle Company
Maryland
$330K +$21.3K +600 +7%
MA
2286
Mezzasalma Advisors
New Jersey
$329K -$2.13K -60 -0.7%
OL
2287
Optas LLC
Texas
$328K -$675 -19 -0.2%
GCM
2288
Gladius Capital Management
Illinois
$328K +$321K +9,042 New
ARM
2289
Adirondack Research & Management
New York
$327K +$1.77K +50 +0.6%
LA
2290
Legacy Advisors
Pennsylvania
$327K +$25.7K +725 +9%
ICM
2291
IMS Capital Management
Oregon
$326K -$175K -4,933 -35%
MMM
2292
Mendel Money Management
Illinois
$325K -$26.3K -740 -8%
SDWMA
2293
Schneider Downs Wealth Management Advisors
Pennsylvania
$325K +$318K +8,968 New
TWM
2294
TriaGen Wealth Management
California
$324K -$153K -4,312 -33%
BWM
2295
BNC Wealth Management
Oregon
$324K -$66.6K -1,875 -17%
SAM
2296
Seelaus Asset Management
New Jersey
$324K -$42.5K -1,196 -12%
KLI
2297
Kelman-Lazarov Inc
Tennessee
$323K – – –
GC
2298
Garde Capital
Washington
$323K +$33K +930 +12%
FBFS
2299
First Business Financial Services
Wisconsin
$322K +$21.5K +605 +7%
GAM
2300
Gemmer Asset Management
California
$321K +$16.5K +464 +6%