Name Holding Trade Value Shares
Change
Change in
Stake
BG
2501
Bahl & Gaynor
Ohio
$223K – – –
HPC
2502
Hobart Private Capital
North Carolina
$222K +$235K +428 New
RFP
2503
Root Financial Partners
California
$222K +$235K +428 New
NCTC
2504
New Covenant Trust Company
Indiana
$221K +$235K +429 New
TWP
2505
Tyche Wealth Partners
Texas
$221K -$23K -42 -9%
PFM
2506
Phillips Financial Management
Indiana
$221K +$8.23K +15 +4%
RCM
2507
Radnor Capital Management
Pennsylvania
$220K +$233K +425 New
CRI
2508
Colonial River Investments
Virginia
$220K -$1.09M -1,988 -82%
SC
2509
Searle & Co
Connecticut
$220K – – –
FWI
2510
Facet Wealth Inc
Maryland
$219K +$26.9K +49 +12%
MAM
2511
McLean Asset Management
Virginia
$219K +$5.49K +10 +2%
6F
2512
626 Financial
Michigan
$219K -$8.78K -16 -4%
UWPG
2513
Ullmann Wealth Partners Group
Florida
$219K +$232K +423 New
CA
2514
Cannon Advisors
North Carolina
$218K +$231K +422 New
SFG
2515
Sovereign Financial Group
Connecticut
$217K -$15.9K -29 -6%
SCA
2516
Sippican Capital Advisors
Massachusetts
$217K – – –
EA
2517
Echo45 Advisors
California
$217K -$11K -20 -5%
MPW
2518
Monterey Private Wealth
California
$217K +$1.1K +2 +0.5%
WPA
2519
West Paces Advisors
Georgia
$216K -$1.1K -2 -0.5%
SL
2520
Sentinus LLC
Illinois
$216K +$18.6K +34 +9%
CWMS
2521
Cannon Wealth Management Services
North Carolina
$216K +$229K +418 New
ST
2522
Spinnaker Trust
Maine
$215K – – –
JJBC
2523
James J. Burns & Company
New York
$215K +$12.1K +22 +6%
BFS
2524
Bard Financial Services
Connecticut
$215K -$27.4K -50 -11%
SLG
2525
Stanley-Laman Group
Pennsylvania
$215K -$12.1K -22 -5%