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Name Holding Trade Value Shares
Change
Change in
Stake
IWB
3376
Innovative Wealth Building
Maryland
$329K +$694 +2 +0.3%
AWA
3377
A4 Wealth Advisors
North Carolina
$329K +$257K +740 New
DTL
3378
Dynamic Technology Lab
Singapore
$329K -$1.89M -5,458 -88%
HWA
3379
Heartwood Wealth Advisors
Virginia
$329K +$19.4K +56 +8%
NRWA
3380
North Ridge Wealth Advisors
Oregon
$328K – – –
SFP
3381
Sterling Financial Planning
New Jersey
$328K – – –
FNFDCM
3382
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$328K – – –
OCPWS
3383
One Charles Private Wealth Services
Massachusetts
$327K +$20.8K +60 +9%
JWM
3384
Johnson Wealth Management
North Dakota
$327K +$255K +735 New
ATIA
3385
American Trust Investment Advisors
New Hampshire
$326K -$510K -1,471 -67%
BIM
3386
Baldwin Investment Management
Pennsylvania
$326K -$5.2K -15 -2%
DF
3387
Define Financial
California
$326K +$5.2K +15 +2%
CL
3388
CIM LLC
New York
$325K -$131K -377 -34%
EBSAM
3389
Eubel Brady & Suttman Asset Management
Ohio
$325K – – –
CPWM
3390
Cypress Point Wealth Management
Texas
$325K +$1.39K +4 +0.6%
Cookson Peirce & Co
3391
Cookson Peirce & Co
Pennsylvania
$325K +$253K +730 New
GCP
3392
Gill Capital Partners
Colorado
$324K -$40.2K -116 -14%
FCFC
3393
First Commonwealth Financial Corp
Pennsylvania
$324K +$253K +730 New
FTA
3394
Financial & Tax Architects
Missouri
$324K +$252K +728 New
GAM
3395
GEM Asset Management
Michigan
$324K – – –
LI
3396
LVZ Inc
Michigan
$323K – – –
KNFPWM
3397
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$323K +$5.55K +16 +2%
MC
3398
Matisse Capital
Oregon
$322K +$251K +724 New
DWA
3399
Delap Wealth Advisory
Oregon
$322K – – –
LCM
3400
Liberty Capital Management
Michigan
$322K – – –