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Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1701
Thompson Davis & Co
Virginia
$244K +$209K +1,375 New
SWM
1702
SilverOak Wealth Management
Minnesota
$243K +$209K +1,374 New
UL
1703
Unionview LLC
Washington
$241K +$207K +1,358 New
JF
1704
Joule Financial
Kentucky
$241K +$207K +1,358 New
EI
1705
EDMP Inc
Florida
$240K +$206K +1,357 New
PP
1706
Pegasus Partners
Wisconsin
$240K +$206K +1,356 New
AIA
1707
Arbor Investment Advisors
North Carolina
$240K +$206K +1,356 New
JIR
1708
James Investment Research
Ohio
$240K -$37.9K -249 -16%
CAM
1709
Councilmark Asset Management
Tennessee
$239K +$205K +1,350 New
KCFA
1710
Key Client Fiduciary Advisors
New Jersey
$239K +$205K +1,349 New
SOS
1711
Silver Oak Securities
Tennessee
$239K -$90.8K -597 -31%
PCA
1712
Prosperity Capital Advisors
Ohio
$238K +$204K +1,343 New
WCA
1713
Waypoint Capital Advisors
Minnesota
$238K -$91.1K -599 -31%
AA
1714
Advisory Alpha
Michigan
$237K +$204K +1,339 New
FFO
1715
Fiduciary Family Office
Florida
$237K -$21.3K -140 -9%
FDDB
1716
Fidelity D&D Bancorp
Pennsylvania
$236K -$26.9K -177 -12%
OWA
1717
One Wealth Advisors
California
$236K +$202K +1,331 New
LFP
1718
Lakeshore Financial Planning
Michigan
$236K +$202K +1,329 New
SQA
1719
Simon Quick Advisors
New Jersey
$236K +$202K +1,329 New
HCM
1720
Highview Capital Management
Illinois
$236K +$202K +1,329 New
WFI
1721
West Family Investments
California
$235K +$202K +1,325 New
CFP
1722
Catalyst Financial Partners
Massachusetts
$234K +$217K +1,425 New
GPA
1723
Garrison Point Advisors
California
$234K +$201K +1,322 New
MIM
1724
Morningstar Investment Management
Illinois
$234K +$201K +1,319 New
MHIC
1725
Marble Harbor Investment Counsel
Massachusetts
$234K +$201K +1,320 New