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Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
3751
Osborne Partners Capital Management
California
$311K -$48.8K -110 -14%
BFG
3752
Birch Financial Group
New Hampshire
$311K +$47.9K +108 +18%
FC
3753
FCA Corp
Texas
$311K -$11.1K -25 -3%
IPW
3754
IronBridge Private Wealth
Texas
$311K – – –
DBIA
3755
Dumont & Blake Investment Advisors
New Jersey
$310K +$21.7K +49 +8%
GCM
3756
Gunpowder Capital Management
Maryland
$310K +$305K +689 New
Members Trust
3757
Members Trust
Florida
$310K +$84.7K +191 +38%
PPP
3758
Prism Planning Partners
Illinois
$309K +$305K +688 New
ORC
3759
O'Rourke & Company
Massachusetts
$309K +$15.5K +35 +5%
RPGNY
3760
Retirement Planning Group (New York)
New York
$309K +$887 +2 +0.3%
LSL
3761
Legacy Solutions LLC
Pennsylvania
$309K +$8.87K +20 +3%
WRM
3762
Weybosset Research & Management
Rhode Island
$308K – – –
CPA
3763
Cathy Pareto & Associates
Florida
$308K – – –
CFA
3764
Cahill Financial Advisors
Minnesota
$308K -$12.9K -29 -4%
GIA
3765
Goodwin Investment Advisory
Georgia
$307K – – –
LNB
3766
Ledyard National Bank
$307K +$62.1K +140 +26%
NI
3767
Natural Investments
California
$307K +$50.1K +113 +20%
TWM
3768
TopTier Wealth Management
Wisconsin
$306K +$301K +680 New
Bahl & Gaynor
3769
Bahl & Gaynor
Ohio
$305K – – –
JE
3770
JMAC Enterprises
Pennsylvania
$305K – – –
IWP
3771
Innova Wealth Partners
Pennsylvania
$305K +$2.22K +5 +0.7%
RWM
3772
RMG Wealth Management
Wisconsin
$305K +$17.7K +40 +6%
E3F
3773
Eight 31 Financial
Texas
$304K – – –
BA
3774
BCM Advisors
Louisiana
$303K +$887 +2 +0.3%
DA
3775
Detalus Advisors
Missouri
$303K -$5.32K -12 -2%