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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
1051
Mitchell McLeod Pugh & Williams
Alabama
$219K +$219K +3,331 New
FG
1052
Fiduciary Group
Georgia
$218K
GRP
1053
Global Retirement Partners
California
$218K -$53.7K -818 -19%
DWP
1054
Daymark Wealth Partners
Ohio
$218K -$23.9K -364 -10%
DSC
1055
Duncker Streett & Co
Missouri
$218K +$591 +9 +0.3%
SMG
1056
Smart Money Group
Texas
$217K +$2.17K +33 +1%
BWP
1057
Barlow Wealth Partners
Kentucky
$215K +$215K +3,272 New
KCM
1058
Kathmere Capital Management
Pennsylvania
$215K +$214K +3,264 New
BBWA
1059
Bell & Brown Wealth Advisors
California
$214K +$214K +3,255 New
SW
1060
SkyOak Wealth
Michigan
$214K
TF
1061
Trek Financial
Arizona
$214K +$213K +3,245 New
SP
1062
Successful Portfolios
Florida
$213K
TF
1063
Tompkins Financial
New York
$213K
AIM
1064
Avity Investment Management
Connecticut
$212K
FDCP
1065
Foster Dykema Cabot & Partners
Massachusetts
$212K +$212K +3,225 New
EBSAM
1066
Eubel Brady & Suttman Asset Management
Ohio
$212K
AI
1067
Atom Investors
Texas
$212K -$281K -4,278 -57%
PVI
1068
Pine Valley Investments
New Jersey
$212K -$2.63K -40 -1%
Schroder Investment Management Group
1069
Schroder Investment Management Group
United Kingdom
$211K -$79.1K -1,205 -27%
SIA
1070
SeaBridge Investment Advisors
New Jersey
$211K
GLLW
1071
Graves Light Lenhart Wealth
Virginia
$210K
AP
1072
Appleton Partners
Massachusetts
$210K -$2.17K -33 -1%
MSFS
1073
Main Street Financial Solutions
Pennsylvania
$210K -$1.84K -28 -0.9%
OIA
1074
OneDigital Investment Advisors
Kansas
$209K -$31.7K -483 -13%
TIM
1075
Thompson Investment Management
Wisconsin
$209K -$4.92K -75 -2%