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Name Holding Trade Value Shares
Change
Change in
Stake
RWB
1701
RMR Wealth Builders
New Jersey
$245K +$211K +1,384 New
USWIA
1702
UP Strategic Wealth Investment Advisors
Pennsylvania
$245K -$4.87K -32 -2%
TDC
1703
Thompson Davis & Co
Virginia
$244K +$209K +1,375 New
SWM
1704
SilverOak Wealth Management
Minnesota
$243K +$209K +1,374 New
UL
1705
Unionview LLC
Washington
$241K +$207K +1,358 New
JF
1706
Joule Financial
Kentucky
$241K +$207K +1,358 New
EI
1707
EDMP Inc
Florida
$240K +$206K +1,357 New
PP
1708
Pegasus Partners
Wisconsin
$240K +$206K +1,356 New
AIA
1709
Arbor Investment Advisors
North Carolina
$240K +$206K +1,356 New
JIR
1710
James Investment Research
Ohio
$240K -$37.9K -249 -16%
CAM
1711
Councilmark Asset Management
Tennessee
$239K +$205K +1,350 New
KCFA
1712
Key Client Fiduciary Advisors
New Jersey
$239K +$205K +1,349 New
SOS
1713
Silver Oak Securities
Tennessee
$239K -$90.8K -597 -31%
PCA
1714
Prosperity Capital Advisors
Ohio
$238K +$204K +1,343 New
WCA
1715
Waypoint Capital Advisors
Minnesota
$238K -$91.1K -599 -31%
Advisory Alpha
1716
Advisory Alpha
Michigan
$237K +$204K +1,339 New
FFO
1717
Fiduciary Family Office
Florida
$237K -$21.3K -140 -9%
FDDB
1718
Fidelity D&D Bancorp
Pennsylvania
$236K -$26.9K -177 -12%
OWA
1719
One Wealth Advisors
California
$236K +$202K +1,331 New
LFP
1720
Lakeshore Financial Planning
Michigan
$236K +$202K +1,329 New
Simon Quick Advisors
1721
Simon Quick Advisors
New Jersey
$236K +$202K +1,329 New
HCM
1722
Highview Capital Management
Illinois
$236K +$202K +1,329 New
WFI
1723
West Family Investments
California
$235K +$202K +1,325 New
CFP
1724
Catalyst Financial Partners
Massachusetts
$234K +$217K +1,425 New
GPA
1725
Garrison Point Advisors
California
$234K +$201K +1,322 New