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Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
1201
Carl P. Sherr & Co
Massachusetts
$221K
SAA
1202
Southeast Asset Advisors
Georgia
$221K
AG
1203
Advocate Group
Minnesota
$221K -$43.6K -527 -15%
OWA
1204
Octavia Wealth Advisors
Ohio
$221K -$11.2K -135 -4%
MCP
1205
Miller Capital Partners
Michigan
$220K -$26.9K -325 -10%
SHFA
1206
SC&H Financial Advisors
Maryland
$220K
PWA
1207
Phoenix Wealth Advisors
North Carolina
$220K -$9.09K -110 -3%
HL
1208
HeadInvest LLC
Maine
$219K -$6.37K -77 -2%
TNA
1209
True North Advisors
Texas
$218K -$7.36K -89 -3%
PPWM
1210
Paragon Private Wealth Management
Kentucky
$218K -$51.7K -626 -17%
HFAS
1211
Hummer Financial Advisory Services
Illinois
$218K
CMP
1212
Christine Messmer PC
Pennsylvania
$217K +$1.82K +22 +0.7%
HIC
1213
Holderness Investments Company
North Carolina
$216K
TCOTS
1214
Trust Company of the South
North Carolina
$216K
WPA
1215
West Paces Advisors
Georgia
$216K
GB
1216
Goepper Burkhardt
South Carolina
$216K -$8.27K -100 -3%
EI
1217
Ellevest Inc
New York
$215K +$249K +3,015 New
AFP
1218
Ausdal Financial Partners
Iowa
$215K -$3.39K -41 -1%
VDC
1219
Van Diest Capital
Iowa
$215K -$79.5K -962 -24%
FWCM
1220
Ferguson Wellman Capital Management
Oregon
$215K +$2.31K +28 +0.9%
HCMT
1221
Highland Capital Management (Tennessee)
Tennessee
$214K
MAA
1222
Mraz Amerine & Associates
California
$214K
AW
1223
Apricus Wealth
South Carolina
$213K
CWM
1224
Cahaba Wealth Management
Georgia
$213K +$909 +11 +0.4%
TBA
1225
Tower Bridge Advisors
Pennsylvania
$213K +$247K +2,982 New