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Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
2151
Cornell Pochily Investment Advisors
New York
$218K +$209K +2,230 New
SCA
2152
Sandy Cove Advisors
Massachusetts
$218K +$7.58K +81 +4%
OAM
2153
Oak Asset Management
California
$218K – – –
Southeast Asset Advisors
2154
Southeast Asset Advisors
Georgia
$217K +$207K +2,214 New
AB
2155
Atlas Brown
Kentucky
$217K +$1.68K +18 +0.8%
RWM
2156
Revisor Wealth Management
Ohio
$217K +$211K +2,257 New
BAWM
2157
Bennett Associates Wealth Management
Pennsylvania
$216K +$207K +2,209 New
Summitry LLC
2158
Summitry LLC
California
$216K +$206K +2,206 New
WE
2159
Wealth Effects
Massachusetts
$216K – – –
Berger Financial Group
2160
Berger Financial Group
Minnesota
$216K +$206K +2,202 New
WLPWM
2161
Walled Lake Planning & Wealth Management
Illinois
$216K -$18.7K -200 -8%
Caldwell Trust
2162
Caldwell Trust
Florida
$215K +$205K +2,195 New
Rockland Trust
2163
Rockland Trust
Massachusetts
$215K -$23.9K -256 -10%
Berman McAleer
2164
Berman McAleer
Maryland
$215K +$205K +2,193 New
TWP
2165
Tower Wealth Partners
Pennsylvania
$215K +$205K +2,193 New
PGIM Custom Harvest
2166
PGIM Custom Harvest
New Jersey
$214K +$204K +2,184 New
AGP
2167
Autumn Glory Partners
Texas
$214K – – –
KLCM Advisors
2168
KLCM Advisors
Wisconsin
$213K +$204K +2,179 New
CRI
2169
Colonial River Investments
Virginia
$213K +$203K +2,174 New
Balboa Wealth Partners
2170
Balboa Wealth Partners
Arizona
$213K +$561 +6 +0.3%
A
2171
Argentarii
Ohio
$213K -$3.74K -40 -2%
NFC
2172
Northstar Financial Companies
Pennsylvania
$212K +$202K +2,163 New
Warwick Investment Management
2173
Warwick Investment Management
Texas
$212K +$202K +2,159 New
MWM
2174
Marion Wealth Management
Pennsylvania
$211K +$202K +2,156 New
Salomon & Ludwin
2175
Salomon & Ludwin
Virginia
$211K +$84.9K +908 +71%