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Name Holding Trade Value Shares
Change
Change in
Stake
UL
2626
Unionview LLC
Washington
$213K – – –
AW
2627
Avion Wealth
Texas
$212K – – –
CA
2628
CV Advisors
Florida
$212K – – –
SCP
2629
Shorepoint Capital Partners
Massachusetts
$211K – – –
DWM
2630
Dopkins Wealth Management
New York
$210K -$5.42M -17,400 -97%
HI
2631
Hendershot Investments
Virginia
$210K -$18.7K -60 -9%
SIAM
2632
Sterling Investment Advisors (Missouri)
Missouri
$210K – – –
WMA
2633
West Michigan Advisors
Michigan
$210K +$182K +585 New
PO
2634
Private Ocean
California
$209K -$8.41K -27 -4%
MWM
2635
Madison Wealth Management
Ohio
$209K -$4.67K -15 -3%
AA
2636
Addison Advisors
Vermont
$209K +$43K +138 +31%
SC
2637
Schubert & Co
Texas
$209K +$150K +483 +488%
CFSG
2638
Clark Financial Services Group
Missouri
$208K – – –
AAM
2639
Augustine Asset Management
Florida
$208K +$180K +579 New
KWA
2640
KCS Wealth Advisory
California
$207K – – –
NB
2641
Nicolet Bankshares
Wisconsin
$207K +$179K +576 New
AC
2642
AWM Capital
Arizona
$206K -$18.7K -60 -9%
BHTS
2643
Bar Harbor Trust Services
Maine
$205K -$9.34K -30 -5%
FC
2644
Fusion Capital
South Carolina
$205K +$178K +570 New
WF
2645
Whelan Financial
California
$205K +$178K +570 New
Welch Group
2646
Welch Group
Alabama
$204K – – –
PWM
2647
Pacific Wealth Management
California
$204K +$177K +567 New
MWM
2648
Mattern Wealth Management
Kansas
$203K +$176K +564 New
SDWMA
2649
Schneider Downs Wealth Management Advisors
Pennsylvania
$202K -$29K -93 -14%
Park National Corp
2650
Park National Corp
Ohio
$200K +$174K +558 New