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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
2426
Cary Street Partners Investment Advisory
Virginia
$243K -$41.1K -218 -13%
PAG
2427
Pinnacle Advisory Group
Maryland
$243K -$39.4K -209 -12%
SDWMA
2428
Schneider Downs Wealth Management Advisors
Pennsylvania
$243K +$284K +1,509 New
EFL
2429
ERn Financial LLC
Wisconsin
$242K -$7.72K -41 -3%
MVA
2430
Mount Vernon Associates
Maryland
$242K
PWM
2431
PRW Wealth Management
Massachusetts
$242K +$283K +1,503 New
STB
2432
S&T Bank
Pennsylvania
$241K +$282K +1,495 New
FI
2433
Financial Insights
Washington
$240K -$1.88K -10 -0.7%
MPPLM
2434
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$240K +$28.3K +150 +11%
SAM
2435
Secure Asset Management
Michigan
$239K -$88.7K -471 -24%
TFA
2436
Tobias Financial Advisors
Florida
$239K
WCM
2437
Wallace Capital Management
Texas
$238K
OFG
2438
Oxford Financial Group
Indiana
$238K +$278K +1,475 New
HWA
2439
Heartwood Wealth Advisors
Virginia
$235K
BIA
2440
Biondo Investment Advisors
Pennsylvania
$234K -$27.3K -145 -9%
WIP
2441
Wellesley Investment Partners
Massachusetts
$234K -$17.9K -95 -6%
DIA
2442
Davidson Investment Advisors
Montana
$234K -$3.96K -21 -1%
IF
2443
IRON Financial
Illinois
$233K -$9.04K -48 -3%
VFM
2444
Vivid Financial Management
California
$233K -$2.07K -11 -0.8%
PCAP
2445
Pratt Collard Advisory Partners
New York
$233K
MIM
2446
Martin Investment Management
Florida
$232K -$3.77K -20 -1%
MW
2447
Marcum Wealth
Ohio
$232K +$272K +1,442 New
HL
2448
HeadInvest LLC
Maine
$231K -$31.8K -169 -11%
SNBOSD
2449
Security National Bank of So Dak
Iowa
$231K -$3.58K -19 -1%
EAM
2450
Evanson Asset Management
California
$231K