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Name Holding Trade Value Shares
Change
Change in
Stake
MPM
2176
Meritage Portfolio Management
Kansas
$307K -$2.9M -127,457 -90%
PA
2177
Perennial Advisors
New York
$307K +$13.1K +574 +4%
PIM
2178
Provident Investment Management
Michigan
$307K +$321K +14,127 New
CFO
2179
Collective Family Office
Pennsylvania
$306K -$180K -7,926 -36%
MAG
2180
Mayfair Advisory Group
Alabama
$306K -$8.44K -371 -3%
GIP
2181
Greatmark Investment Partners
Georgia
$305K +$3K +132 +1%
GAM
2182
Garrison Asset Management
Arkansas
$304K +$5.75K +253 +2%
HCM
2183
Harvey Capital Management
Florida
$302K -$149K -6,554 -32%
SC
2184
Steph & Co
Wisconsin
$302K -$20.2K -888 -6%
PCH
2185
PGIM Custom Harvest
New Jersey
$302K – – –
CCM
2186
Community Capital Management
Florida
$302K +$316K +13,902 New
HWA
2187
HHM Wealth Advisors
Tennessee
$301K -$74.4K -3,269 -19%
PSB
2188
Piscataqua Savings Bank
New Hampshire
$301K -$24.9K -1,095 -7%
CRWM
2189
Castle Rock Wealth Management
California
$300K -$248K -10,883 -44%
WCF
2190
West Coast Financial
California
$300K +$4.44K +195 +1%
SFS
2191
Strategic Financial Services
New York
$299K +$1.98K +87 +0.6%
GTAM
2192
Global Trust Asset Management
Florida
$299K +$60.1K +2,640 +24%
APC
2193
Aspire Private Capital
North Carolina
$297K -$149K -6,550 -32%
HA
2194
Harborview Advisors
Maine
$297K +$13.6K +600 +5%
IAS
2195
IMA Advisory Services
Colorado
$296K – – –
AWM
2196
Altus Wealth Management
Kentucky
$295K +$614 +27 +0.2%
BWFA
2197
Baltimore-Washington Financial Advisors
Maryland
$295K +$3.84K +169 +1%
KP
2198
Keel Point
Alabama
$293K -$52.3K -2,301 -15%
SW
2199
StrongBox Wealth
Missouri
$293K +$569 +25 +0.2%
RIA
2200
RPG Investment Advisory
California
$292K -$7.33M -322,239 -96%