Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
1826
Acorn Financial Advisory Services
Virginia
$658K +$32.3K +766 +5%
EWS
1827
Eagle Wealth Strategies
New Jersey
$657K -$52.6K -1,246 -7%
LD
1828
Lipe & Dalton
New York
$655K -$29.5K -700 -4%
PA
1829
Persium Advisors
Georgia
$655K +$691K +16,369 New
AWM
1830
Adams Wealth Management
Utah
$653K +$139K +3,296 +25%
CI
1831
CacheTech Inc
Utah
$653K +$139K +3,296 +25%
RIA
1832
Richwood Investment Advisors
Ohio
$652K -$24.9K -590 -3%
EA
1833
Everpar Advisors
Oklahoma
$651K -$201K -4,765 -23%
RL
1834
Rogco LP
Oklahoma
$651K -$5.91K -140 -0.9%
CWP
1835
CFM Wealth Partners
Texas
$651K +$22.7K +539 +3%
TSWM
1836
Tyler-Stone Wealth Management
Ohio
$651K +$2.74K +65 +0.4%
CFG
1837
Certior Financial Group
Pennsylvania
$650K +$685K +16,248 New
MCM
1838
Manchester Capital Management
Vermont
$649K +$23.4K +554 +4%
SWP
1839
ShoreHaven Wealth Partners
New Jersey
$647K +$1.27K +30 +0.2%
JC
1840
Jacobs & Co
California
$647K -$17.5K -414 -2%
PA
1841
PSI Advisors
Florida
$646K -$69.4K -1,646 -9%
KCAM
1842
Kagan Cocozza Asset Management
New Jersey
$643K +$678K +16,079 New
FIM
1843
Fruth Investment Management
Texas
$643K -$4.22K -100 -0.6%
CNC
1844
Citizens & Northern Corp
Pennsylvania
$642K +$126K +2,981 +23%
FFA
1845
Fragasso Financial Advisors
Pennsylvania
$642K -$100K -2,382 -13%
RSA
1846
River Street Advisors
Illinois
$641K -$35.8K -848 -5%
IIM
1847
Ipswich Investment Management
Massachusetts
$641K – – –
NLP
1848
Next Level Private
New York
$640K -$4.01K -95 -0.6%
CL
1849
COWA LLC
Oklahoma
$639K +$178K +4,211 +36%
TWM
1850
Trueblood Wealth Management
Ohio
$639K -$83.5K -1,980 -11%