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Name Holding Trade Value Shares
Change
Change in
Stake
AC
2226
Apella Capital
Connecticut
$224K -$15.4K -822 -6%
CAM
2227
CenterStar Asset Management
Illinois
$224K – – –
AWP
2228
Abacus Wealth Partners
California
$223K -$26K -1,391 -10%
I
2229
INVST
Indiana
$222K -$270K -14,465 -54%
AWM
2230
Altus Wealth Management
Kentucky
$222K -$30.2K -1,614 -12%
PWM
2231
Prentice Wealth Management
New York
$222K -$22.4K -1,200 -9%
UL
2232
Unionview LLC
Washington
$222K +$224K +11,958 New
WF
2233
Wayfinding Financial
Washington
$222K +$228K +12,202 New
PSB
2234
Piscataqua Savings Bank
New Hampshire
$221K -$33.3K -1,780 -13%
MWM
2235
MBE Wealth Management
Wisconsin
$221K -$30.8K -1,649 -12%
EWM
2236
Elmwood Wealth Management
California
$221K +$222K +11,882 New
SIP
2237
Stoneridge Investment Partners
Pennsylvania
$220K -$630K -33,696 -74%
GWS
2238
Glassman Wealth Services
Virginia
$220K -$157K -8,396 -42%
6F
2239
626 Financial
Michigan
$220K +$222K +11,851 New
SPA
2240
Shore Point Advisors
New Jersey
$220K +$222K +11,855 New
ACM
2241
Ashford Capital Management
Delaware
$219K – – –
SDH
2242
Sloy Dahl & Holst
Washington
$219K – – –
MFGP
2243
Marshall Financial Group (Pennsylvania)
Pennsylvania
$219K +$150 +8 +0.1%
WFPG
2244
Waller Financial Planning Group
Ohio
$218K -$81.2K -4,342 -27%
SDWIA
2245
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K -$25.2K -1,348 -10%
EL
2246
EMFO LLC
Florida
$218K -$12.4K -662 -5%
GJIC
2247
Gamble Jones Investment Counsel
California
$218K -$93 -5 -0%
CCG
2248
Chatham Capital Group
Georgia
$218K – – –
FW
2249
FirstPurpose Wealth
Utah
$217K +$219K +11,696 New
GAM
2250
Garrison Asset Management
Arkansas
$216K -$46.8K -2,504 -18%