Name Holding Trade Value Shares
Change
Change in
Stake
CCAL
2301
City Center Advisors LLC
Michigan
$267K – – –
WLG
2302
Williamson Legacy Group
Indiana
$267K -$1.08M -38,199 -80%
FDDB
2303
Fidelity D&D Bancorp
Pennsylvania
$267K – – –
PWA
2304
Provenance Wealth Advisors
Florida
$266K -$2.41K -85 -0.9%
WOSD
2305
WFA of San Diego
California
$266K – – –
TIM
2306
Tortoise Investment Management
New York
$266K +$2.98K +105 +1%
CWM
2307
Centurion Wealth Management
Virginia
$265K +$30.2K +1,064 +13%
EG
2308
Ellerson Group
Maryland
$265K -$28.4K -1,000 -10%
1WM
2309
1858 Wealth Management
Ohio
$265K +$266K +9,382 New
WFA
2310
Wellspring Financial Advisors
Ohio
$265K +$266K +9,375 New
YIM
2311
Yoffe Investment Management
Pennsylvania
$264K +$57 +2 +0%
RIA
2312
RPG Investment Advisory
California
$263K – – –
IFA
2313
Independence Financial Advisors
New Hampshire
$262K +$1.19K +42 +0.5%
SL
2314
Salomon & Ludwin
Virginia
$262K +$102K +3,593 +59%
KDA
2315
Kraft Davis & Associates
Missouri
$262K +$57 +2 +0%
EHWM
2316
Eads & Heald Wealth Management
Georgia
$262K -$14.2K -500 -5%
DPW
2317
DiNuzzo Private Wealth
Pennsylvania
$262K -$398 -14 -0.2%
HP
2318
Holistic Planning
Texas
$262K +$22.7K +801 +9%
AFS
2319
AFG Fiduciary Services
Massachusetts
$262K -$44.7K -1,575 -14%
CMAI
2320
Capital Management Associates Inc
Minnesota
$261K +$398 +14 +0.2%
IWM
2321
IMG Wealth Management
Florida
$261K – – –
CIA
2322
Compass Ion Advisors
Pennsylvania
$260K -$15.6K -548 -6%
VFG
2323
Victory Financial Group
Texas
$260K -$60.1K -2,117 -19%
BONH
2324
Bank of New Hampshire
New Hampshire
$258K -$2.84K -100 -1%
FF
2325
Francis Financial
$258K +$163K +5,756 New