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Name Holding Trade Value Shares
Change
Change in
Stake
FEM
2426
Fulcrum Equity Management
Texas
$543K -$19.8K -381 -4%
PWA
2427
Phoenix Wealth Advisors
North Carolina
$542K
AWA
2428
Acorn Wealth Advisors
Michigan
$542K +$47.5K +916 +10%
SCM
2429
SKBA Capital Management
California
$541K -$36.3K -700 -6%
AC
2430
ASB Consultores
Florida
$541K +$6.12K +118 +1%
BWM
2431
BNC Wealth Management
Oregon
$541K +$6.85K +132 +1%
BCM
2432
Barometer Capital Management
Ontario, Canada
$539K
FAM
2433
Fenimore Asset Management
New York
$539K
LB
2434
Legacy Bridge
Iowa
$539K
PHAM
2435
Palisades Hudson Asset Management
Florida
$539K
ES
2436
Eagle Strategies
New York
$538K +$65.2K +1,256 +14%
OCPWS
2437
One Charles Private Wealth Services
Massachusetts
$538K +$167K +3,222 +45%
CA
2438
CSM Advisors
Pennsylvania
$537K
NRA
2439
NSI Retail Advisors
Pennsylvania
$537K
BA
2440
Bristlecone Advisors
Washington
$537K +$1.87K +36 +0.3%
SDWMA
2441
Schneider Downs Wealth Management Advisors
Pennsylvania
$536K -$43.3K -835 -7%
RZH
2442
Relyea Zuckerberg Hanson
Connecticut
$536K +$2.54K +49 +0.5%
PBF
2443
Petix & Botte Financial
California
$535K +$268K +5,164 +100%
BMM
2444
Berkshire Money Management
Massachusetts
$534K +$536K +10,322 New
PC
2445
Port Capital
Illinois
$533K +$8.51K +164 +2%
FFWM
2446
Future Financial Wealth Management
Ohio
$532K +$2.28K +44 +0.4%
AAS
2447
Annex Advisory Services
Wisconsin
$532K +$102K +1,966 +24%
3LCM
2448
3D/L Capital Management
Connecticut
$531K
SDH
2449
Sloy Dahl & Holst
Washington
$531K +$80K +1,541 +18%
WP
2450
Waycross Partners
Kentucky
$530K