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Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
1351
SC&H Financial Advisors
Maryland
$369K – – –
1WM
1352
1858 Wealth Management
Ohio
$368K +$2.16K +13 +0.6%
Journey Strategic Wealth
1353
Journey Strategic Wealth
New Jersey
$367K +$53.5K +322 +17%
SCM
1354
Sterneck Capital Management
Missouri
$366K – – –
LRPA
1355
L. Roy Papp & Associates
Arizona
$366K – – –
LF
1356
Lantz Financial
Illinois
$366K +$164K +985 +80%
LAS
1357
LWM Advisory Services
Florida
$365K – – –
Smithfield Trust
1358
Smithfield Trust
Pennsylvania
$365K +$7.65K +46 +2%
EI
1359
Ellevest Inc
New York
$363K +$53.2K +320 +17%
Beck Mack & Oliver
1360
Beck Mack & Oliver
New York
$363K – – –
RL
1361
Rogco LP
Oklahoma
$362K +$21.8K +131 +6%
APM
1362
Advanced Portfolio Management
New York
$362K +$366K +2,198 New
HWAM
1363
Hennion & Walsh Asset Management
New Jersey
$359K -$8.31K -50 -2%
HR
1364
Howe & Rusling
New York
$358K +$49.6K +298 +16%
BFS
1365
Bard Financial Services
Connecticut
$358K – – –
CAM
1366
Campion Asset Management
Virginia
$358K – – –
QPW
1367
Quantum Private Wealth
Florida
$357K +$2.49K +15 +0.7%
WEG
1368
World Equity Group
Illinois
$357K +$6.49K +39 +2%
BTWM
1369
Baker Tilly Wealth Management
Wisconsin
$356K +$13.8K +83 +4%
AAM
1370
Aureus Asset Management
Massachusetts
$353K +$100K +603 +39%
TSWM
1371
Tyler-Stone Wealth Management
Ohio
$351K -$45.4K -273 -11%
IFS
1372
Ifrah Financial Services
Arkansas
$351K -$15.5K -93 -4%
BFG
1373
Birch Financial Group
New Hampshire
$350K +$31.3K +188 +10%
HCM
1374
Hutner Capital Management
Vermont
$348K +$352K +2,115 New
AWM
1375
Able Wealth Management
New Jersey
$348K -$114K -686 -25%