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Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
2276
O'Brien Wealth Partners
Massachusetts
$356K +$356K +5,906 New
JFA
2277
JNBA Financial Advisors
Minnesota
$355K +$48.2K +799 +16%
RWM
2278
Raffa Wealth Management
District of Columbia
$354K +$121 +2 +0%
SWP
2279
Summit Wealth Partners
Florida
$352K +$346K +5,735 New
BCM
2280
Becker Capital Management
Oregon
$350K +$17.7K +293 +5%
SA
2281
Stewardship Advisors
Pennsylvania
$348K +$342K +5,668 New
TCM
2282
Tandem Capital Management
New Jersey
$347K +$341K +5,651 New
CFO
2283
CVA Family Office
Colorado
$346K +$340K +5,630 New
KPWG
2284
KFA Private Wealth Group
Virginia
$345K +$339K +5,617 New
PCM
2285
Perritt Capital Management
Illinois
$343K – – –
AWC
2286
Abundance Wealth Counselors
Pennsylvania
$343K +$45.2K +750 +16%
AMM
2287
American Money Management
California
$342K – – –
TCM
2288
Towercrest Capital Management
Pennsylvania
$341K +$70.2K +1,164 +27%
SIS
2289
Sound Income Strategies
Florida
$340K +$112K +1,861 +51%
PP
2290
Pacifica Partners
Canada
$340K +$334K +5,537 New
PO
2291
Private Ocean
California
$339K -$29.5K -489 -8%
AAM
2292
Aureus Asset Management
Massachusetts
$339K +$241 +4 +0.1%
Dodge & Cox
2293
Dodge & Cox
California
$338K – – –
DCM
2294
Driehaus Capital Management
Illinois
$338K +$332K +5,501 New
RWRC
2295
R.W. Roge & Company
New York
$338K +$338K +5,603 New
FFS
2296
Founders Financial Securities
Maryland
$337K +$58.1K +963 +21%
AAMC
2297
Asset Allocation & Management Company
Illinois
$337K +$331K +5,493 New
RIS
2298
Retirement Income Solutions
Michigan
$336K -$42.9K -711 -11%
WIC
2299
Whitegate Investment Counselors
New Hampshire
$336K -$9.35K -155 -3%
NED
2300
Nancy E. Dempze
$336K – – –