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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2201
Ponta Wealth Partners
Florida
$268K +$273K +10,800 New
FFA
2202
Fi3 Financial Advisors
Indiana
$268K +$16.3K +644 +6%
AFWM
2203
Arta Finance Wealth Management
California
$268K +$276K +10,898 New
ACM
2204
Aljian Capital Management
Nevada
$268K -$22.4K -884 -8%
MFP
2205
Meramec Financial Planners
Missouri
$267K +$250K +9,859 New
EIP
2206
Essential Investment Partners
Colorado
$267K +$272K +10,747 New
NPFS
2207
Novak & Powell Financial Services
Florida
$266K +$1.34K +53 +0.5%
FAM
2208
Flaharty Asset Management
Florida
$266K -$3.85K -152 -1%
SKK
2209
Shepherd Kaplan Krochuk
Massachusetts
$266K
NAMP
2210
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$266K -$25.3K -1,000 -9%
MCM
2211
Manchester Capital Management
Vermont
$266K +$16.6K +655 +7%
4A
2212
4Wealth Advisors
Illinois
$266K -$25 -1 -0%
EAM
2213
Empirical Asset Management
Massachusetts
$265K -$10.9K -432 -1%
CPCM
2214
Cardinal Point Capital Management
Ontario, Canada
$265K -$13.7K -543 -5%
RB
2215
Renasant Bank
Mississippi
$265K +$3.04K +120 +1%
TFGT
2216
TS Financial Group (TSFG)
Illinois
$265K +$9.27K +366 +4%
TBNY
2217
Trustco Bank (New York)
New York
$265K -$29.9K -1,180 -10%
AWM
2218
Aviso Wealth Management
Washington
$264K +$269K +10,636 New
MA
2219
MKT Advisors
California
$263K -$228 -9 -0.1%
WCM
2220
Weik Capital Management
Pennsylvania
$263K
CTA
2221
Colonial Trust Advisors
South Carolina
$263K +$17.8K +703 +7%
SHFP
2222
Second Half Financial Partners
Florida
$263K
BWM
2223
BCGM Wealth Management
Indiana
$263K -$8.35K -330 -3%
MW
2224
Maia Wealth
Colorado
$263K +$231K +9,117 New
VPP
2225
Vertex Planning Partners
Illinois
$262K -$73K -2,882 -21%