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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2626
Palumbo Wealth Management
New York
$231K -$21.6K -533 -9%
PBF
2627
Petix & Botte Financial
California
$230K
LEA
2628
Legacy Edge Advisors
New York
$230K -$9.57K -236 -4%
FAT
2629
First American Trust
California
$230K -$10.7K -264 -4%
TW
2630
Traveka Wealth
California
$230K -$24.1K -595 -10%
FDDB
2631
Fidelity D&D Bancorp
Pennsylvania
$230K
CG
2632
Curat Global
New Hampshire
$230K -$4.06K -100 -2%
LFGO
2633
Legacy Financial Group (Oklahoma)
Oklahoma
$229K -$6.98K -172 -3%
DIM
2634
DLK Investment Management
California
$229K +$1.74K +43 +0.8%
APC
2635
Aspire Private Capital
North Carolina
$229K -$6.49K -160 -3%
E
2636
Evansbrook
Illinois
$228K +$227K +5,607 New
MFC
2637
Mechanics Financial Corp
Ohio
$228K -$61K -1,505 -21%
NCTC
2638
New Covenant Trust Company
Indiana
$228K +$4.71K +116 +2%
CWM
2639
Centurion Wealth Management
Virginia
$227K -$37K -911 -14%
OLA
2640
Oliver Luxxe Assets
New Jersey
$227K +$4.62K +114 +2%
OWG
2641
Oxford Wealth Group
Florida
$226K +$225K +5,559 New
FZCM
2642
Flynn Zito Capital Management
New York
$226K -$13K -320 -5%
1C
2643
111 Capital
France
$225K -$120K -2,963 -35%
PFM
2644
Patton Fund Management
Texas
$225K +$11.1K +273 +5%
AWM
2645
Activest Wealth Management
Florida
$225K -$36.1K -891 -14%
WN
2646
Williams & Novak
California
$225K +$224K +5,526 New
WAM
2647
Winslow Asset Management
Ohio
$225K -$16.2K -400 -7%
BAMG
2648
Brand Asset Management Group
Missouri
$225K -$5.64K -139 -2%
NA
2649
Nottingham Advisors
New York
$224K
Dodge & Cox
2650
Dodge & Cox
California
$224K