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Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
2451
Cherry Tree Wealth Management
Minnesota
$253K +$468 +17 +0.2%
WWMSC
2452
Wagner Wealth Management (South Carolina)
South Carolina
$252K +$22.7K +824 +10%
HGERS
2453
Householder Group Estate & Retirement Specialist
Arizona
$252K -$18.7K -680 -7%
SW
2454
SlateStone Wealth
Florida
$252K +$21.2K +769 +9%
HFP
2455
Holistic Financial Partners
Indiana
$252K -$48K -1,744 -16%
AWS
2456
Aspen Wealth Strategies
Colorado
$251K +$7.9K +287 +4%
OWA
2457
Opal Wealth Advisors
New York
$251K -$7.16K -260 -3%
FA
2458
FDx Advisors
Illinois
$250K -$91K -3,305 -27%
CAWM
2459
Capital Advisors Wealth Management
Washington
$250K +$45.1K +1,639 +22%
MFG
2460
MTM Financial Group
Pennsylvania
$250K
FLII
2461
First Long Island Investors
New York
$248K +$245K +8,881 New
CGA
2462
Crescent Grove Advisors
Illinois
$248K -$197K -7,160 -45%
Connor, Clark & Lunn Investment Management (CC&L)
2463
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$247K -$9.58M -347,911 -98%
EHWM
2464
Eads & Heald Wealth Management
Georgia
$247K +$30.9K +1,121 +15%
PVM
2465
Palogic Value Management
Texas
$247K
LA
2466
Lakeside Advisors
Washington
$247K +$8.34K +303 +4%
PJSIMP
2467
P.J. Schmidt Investment Management (PJS)
Wisconsin
$246K
KAS
2468
KPP Advisory Services
Kentucky
$246K -$5.31K -193 -2%
MTC
2469
McDaniel Terry & Co
Texas
$246K +$2.64K +96 +1%
GPA
2470
Guerra Pan Advisors
New Jersey
$246K
ESBC
2471
E.S. Barr & Co
Kentucky
$245K -$3.85K -140 -2%
GWM
2472
Gibbs Wealth Management
Georgia
$245K +$30.2K +1,098 +14%
BAG
2473
Bridgewealth Advisory Group
California
$245K -$3.61K -131 -1%
SIA
2474
Sage Investment Advisers
New York
$245K +$8.54K +310 +4%
CUAMC
2475
China Universal Asset Management Company
China
$245K -$71.3K -2,591 -23%