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Name Holding Trade Value Shares
Change
Change in
Stake
RW
4051
Rockport Wealth
Ohio
$222K +$219K +494 New
RWRC
4052
R.W. Roge & Company
New York
$222K – – –
LFWA
4053
LiftPoint Family Wealth Advisors
New Jersey
$222K +$219K +493 New
Partners Capital Investment Group
4054
Partners Capital Investment Group
Massachusetts
$221K -$244K -550 -53%
LAM
4055
LOM Asset Management
$220K -$15.5K -35 -7%
OPOWM
4056
One Plus One Wealth Management
Florida
$220K +$217K +490 New
SWM
4057
Selective Wealth Management
Virginia
$220K +$8.87K +20 +4%
RWP
4058
Ridgeline Wealth Planning
Ohio
$219K +$216K +488 New
PFA
4059
Portland Financial Advisors
New York
$219K – – –
CC
4060
Commons Capital
Massachusetts
$219K +$215K +486 New
MFG
4061
Mustico Financial Group
New York
$218K +$217K +490 New
GHA
4062
GW Henssler & Associates
Georgia
$218K -$5.32K -12 -2%
Washington Trust
4063
Washington Trust
Rhode Island
$218K -$4.43K -10 -2%
LCM
4064
Logan Capital Management
Pennsylvania
$218K – – –
Stephens Investment Management Group
4065
Stephens Investment Management Group
Texas
$218K +$215K +485 New
FM
4066
Foster & Motley
Ohio
$218K -$77.6K -175 -27%
HPIA
4067
Hamilton Point Investment Advisors
North Carolina
$218K +$6.65K +15 +3%
CC
4068
Citrine Capital
California
$217K +$7.09K +16 +3%
A
4069
Alongside
Texas
$217K +$214K +483 New
TF
4070
Tudor Financial
Ohio
$217K +$7.54K +17 +4%
PPA
4071
Painted Porch Advisors
California
$216K -$211K -475 -50%
ACM
4072
Absolute Capital Management
Pennsylvania
$216K +$443 +1 +0.2%
FWM
4073
FFT Wealth Management
Pennsylvania
$216K -$134K -302 -39%
HFS
4074
Hughes Financial Services
Virginia
$215K -$5.32K -12 -2%
CBT
4075
Crews Bank & Trust
Florida
$215K +$38.1K +86 +22%