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Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
1601
Paragon Private Wealth Management
Kentucky
$293K -$18K -118 -7%
SGCA
1602
Steel Grove Capital Advisors
Tennessee
$293K -$50.4K -331 -17%
FWA
1603
FSM Wealth Advisors
Ohio
$293K -$1.22K -8 -0.5%
WCWM
1604
Willow Creek Wealth Management
California
$292K -$8.06K -53 -3%
CTWM
1605
Cherry Tree Wealth Management
Minnesota
$291K +$152 +1 +0.1%
BST
1606
Bath Savings Trust
Maine
$291K -$74.2K -488 -23%
MIM
1607
MTM Investment Management
South Carolina
$290K +$13.4K +88 +6%
MCCP
1608
Mission Creek Capital Partners
California
$290K -$56.1K -369 -18%
CCA
1609
Childress Capital Advisors
Texas
$290K -$609 -4 -0.2%
Riverbridge Partners
1610
Riverbridge Partners
Minnesota
$289K – – –
NWM
1611
Northwest Wealth Management
Iowa
$289K -$12.9K -85 -5%
SSWM
1612
Sheets Smith Wealth Management
North Carolina
$289K – – –
FTC
1613
Farmers Trust Company
Ohio
$288K -$6.08K -40 -2%
FCB
1614
First County Bank
Connecticut
$288K -$1.06K -7 -0.4%
CWM
1615
Cahaba Wealth Management
Georgia
$288K +$247K +1,624 New
LAM
1616
L2 Asset Management
Massachusetts
$288K +$24.2K +159 +11%
FHA
1617
Flagship Harbor Advisors
Massachusetts
$287K +$7.91K +52 +3%
IAS
1618
Investment Advisory Services
Texas
$287K +$913 +6 +0.4%
V
1619
VeraBank
Texas
$285K -$761 -5 -0.3%
FCA
1620
FLC Capital Advisors
California
$284K – – –
SWA
1621
SOA Wealth Advisors
New York
$283K +$23.4K +154 +11%
CIP
1622
Convergence Investment Partners
Florida
$282K -$1.22K -8 -0.5%
TC
1623
TAGStone Capital
North Carolina
$282K – – –
DL
1624
DOHJ LLC
Washington
$282K -$319K -2,100 -57%
SFP
1625
Sweet Financial Partners
Minnesota
$281K -$152 -1 -0.1%