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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
2151
Financial Security Advisor
Virginia
$429K +$548 +5 +0.1%
SIM
2152
SSI Investment Management
California
$429K -$219 -2 -0.1%
CTB
2153
Country Trust Bank
Illinois
$429K – – –
FMTCOCP
2154
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$428K -$27.4K -250 -6%
FFO
2155
Fortitude Family Office
Arizona
$428K +$272K +2,484 +196%
TWM
2156
Thrive Wealth Management
Pennsylvania
$427K +$14.9K +136 +4%
LC
2157
Lavaca Capital
Texas
$427K +$768 +7 +0.2%
CWA
2158
Consilium Wealth Advisory
Texas
$427K – – –
KCM
2159
Kathmere Capital Management
Pennsylvania
$425K -$64.4K -587 -14%
EGA
2160
Eagle Global Advisors
Texas
$425K -$110 -1 -0%
HWMG
2161
Hurlow Wealth Management Group
Indiana
$424K -$32.1K -293 -7%
1IA
2162
1620 Investment Advisors
Massachusetts
$424K -$98.9K -902 -20%
APA
2163
Astoria Portfolio Advisors
New York
$423K -$23.9K -218 -6%
4WM
2164
49 Wealth Management
Texas
$423K +$139K +1,270 +52%
NIA
2165
NIA Impact Advisors
California
$423K +$22.5K +205 +6%
TFF
2166
The Family Firm
Maryland
$421K +$27.6K +252 +7%
RCA
2167
Roberts Capital Advisors
Colorado
$421K – – –
YC
2168
Yarbrough Capital
Tennessee
$421K – – –
OCM
2169
Osterweis Capital Management
California
$420K -$11.5K -105 -3%
IC
2170
Iconiq Capital
California
$420K +$404K +3,681 New
RCWM
2171
Royal Capital Wealth Management
Indiana
$419K +$329 +3 +0.1%
AWM
2172
Aprio Wealth Management
Georgia
$419K +$131K +1,198 +48%
MCCA
2173
Mill Creek Capital Advisors
Pennsylvania
$419K -$50K -456 -11%
CM
2174
Capula Management
Cayman Islands
$417K +$318K +2,898 +381%
LSA
2175
Lion Street Advisors
Texas
$417K -$6.47K -59 -2%