Name Holding Trade Value Shares
Change
Change in
Stake
SDJVC
2351
St. Denis J. Villere & Co
Louisiana
$235K – – –
AWMF
2352
Arbor Wealth Management (Florida)
Florida
$235K +$3.34K +155 +1%
SC
2353
Slow Capital
California
$235K +$8.8K +408 +4%
AWA
2354
AmeriServ Wealth Advisors
Pennsylvania
$235K +$234K +10,840 New
ZDA
2355
Zweig-DiMenna Associates
New York
$234K -$11M -508,744 -98%
FL
2356
Fort LP
Maryland
$234K -$275K -12,770 -54%
AWS
2357
AJ Wealth Strategies
New York
$234K +$232K +10,752 New
AWC
2358
Abundance Wealth Counselors
Pennsylvania
$233K – – –
FPCP
2359
Fort Point Capital Partners
California
$233K +$231K +10,734 New
ERWM
2360
Elk River Wealth Management
Colorado
$231K +$229K +10,616 New
FSC
2361
Full Sail Capital
Oklahoma
$230K -$35K -1,622 -14%
TIM
2362
Total Investment Management
Arizona
$230K +$1.88K +87 +0.8%
TC
2363
TAP Consulting
Missouri
$230K +$10.1K +469 +5%
MAG
2364
MRA Advisory Group
New Jersey
$230K +$228K +10,581 New
FAM
2365
Fenimore Asset Management
New York
$229K – – –
MWP
2366
Moller Wealth Partners
$229K +$1.01K +47 +0.4%
RHP
2367
Royal Harbor Partners
Texas
$229K +$3.02K +140 +1%
UWPG
2368
Ullmann Wealth Partners Group
Florida
$229K +$228K +10,564 New
Q
2369
QVR
California
$228K +$226K +10,478 New
AFA
2370
American Financial Advisors
Georgia
$228K +$226K +10,483 New
LWMG
2371
Levy Wealth Management Group
Pennsylvania
$228K +$226K +10,494 New
SPP
2372
Single Point Partners
Massachusetts
$227K -$48.5K -2,247 -18%
WFG
2373
Wills Financial Group
Virginia
$227K +$17.8K +825 +9%
FAM
2374
Flaharty Asset Management
Florida
$227K +$225K +10,434 New
RIS
2375
Retirement Income Solutions
Michigan
$227K +$226K +10,457 New