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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1651
Wade Financial Advisory
California
$289K
MPIA
1652
Mountain Pacific Investment Advisers
Idaho
$289K +$246K +663 New
SG
1653
StoneX Group
New York
$287K -$4.45K -12 -2%
TWA
1654
TCI Wealth Advisors
Arizona
$287K -$2.22K -6 -0.9%
CWA
1655
Clarus Wealth Advisors
Arizona
$287K +$237K +639 New
FFS
1656
Founders Financial Securities
Maryland
$286K +$243K +655 New
MCM
1657
MV Capital Management
Maryland
$285K
WCWM
1658
Willow Creek Wealth Management
California
$284K
SWA
1659
SFMG Wealth Advisors
Texas
$284K +$1.11K +3 +0.5%
WA
1660
WP Advisors
California
$284K +$242K +653 New
Kovitz Investment Group Partners
1661
Kovitz Investment Group Partners
Illinois
$283K +$240K +649 New
CST
1662
Charles Schwab Trust
Nevada
$282K -$175K -473 -42%
NGA
1663
Naples Global Advisors
Florida
$282K
WDL
1664
Well Done LLC
Michigan
$276K -$21.9K -59 -9%
BCM
1665
Boltwood Capital Management
California
$276K -$11.1K -30 -5%
DI
1666
DFPG Investments
Utah
$275K +$2.59K +7 +1%
CIA
1667
Choate Investment Advisors
Massachusetts
$275K +$234K +632 New
BHBT
1668
Burke & Herbert Bank & Trust
Virginia
$274K +$233K +629 New
ACS
1669
Archford Capital Strategies
Illinois
$271K +$231K +623 New
CCMD
1670
Cypress Capital Management (Delaware)
Delaware
$271K +$231K +623 New
XWM
1671
Xcel Wealth Management
Florida
$270K -$168K -453 -42%
MIC
1672
Means Investment Company
Maine
$270K
EHC
1673
Everett Harris & Co
California
$270K +$230K +620 New
BBA
1674
Braun-Bostich & Associates
Pennsylvania
$269K +$5.19K +14 +2%
TL
1675
TrueWealth LLC
Georgia
$266K -$92.6K -250 -29%