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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
2626
Shepherd Financial Partners
Massachusetts
$347K +$43K +125 +14%
CCMINC
2627
Cardinal Capital Management Inc (North Carolina)
North Carolina
$347K
EWM
2628
Elevation Wealth Management
Minnesota
$347K -$34.4K -100 -9%
DLA
2629
Douglas Lane & Associates
New York
$346K
FSA
2630
Franklin Street Advisors
North Carolina
$345K
ASG
2631
Ariston Services Group
California
$345K -$351K -1,020 Closed
WF
2632
Whelan Financial
California
$344K +$14.1K +41 +4%
BWA
2633
Blodgett Wealth Advisors
California
$343K
RA
2634
Rubicon Advisors
California
$342K +$12K +35 +4%
PCM
2635
Praxis Capital Management
Illinois
$341K +$344 +1 +0.1%
TIA
2636
Tiemann Investment Advisors
California
$341K
KCP
2637
Kera Capital Partners
California
$340K -$4.13K -12 -1%
CPP
2638
Capasso Planning Partners
South Carolina
$339K
TCG
2639
Transcendent Capital Group
Oklahoma
$339K +$688 +2 +0.2%
RCA
2640
Runnymede Capital Advisors
Ohio
$338K -$1.55M -4,492 -82%
DC
2641
Defender Capital
North Carolina
$338K
FCM
2642
Fire Capital Management
California
$338K
HA
2643
Harbor Advisors
Florida
$338K
TIM
2644
Thompson Investment Management
Wisconsin
$338K
GFP
2645
Guardian Financial Partners
California
$338K +$100K +291 +41%
EAM
2646
Eschler Asset Management
United Kingdom
$338K +$344K +1,000 New
PWM
2647
Platt Wealth Management
California
$337K
AWM
2648
Absher Wealth Management
North Carolina
$336K
KCM
2649
Kanawha Capital Management
Virginia
$336K
CI
2650
CX Institutional
Indiana
$336K -$29.3K -85 -8%