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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
2326
Cascade Financial Partners
California
$224K -$5.78K -15 -3%
SHFA
2327
SS&H Financial Advisors
Michigan
$223K -$385K -1,000 -63%
VCM
2328
Vivaldi Capital Management
Illinois
$223K -$17.7K -46 -7%
SFG
2329
Sunburst Financial Group
Alabama
$222K -$7.71K -20 -3%
FFWA
2330
FRG Family Wealth Advisors
Washington
$222K – – –
TA
2331
TFG Advisers
Michigan
$222K +$3.85K +10 +2%
BI
2332
Bolthouse Investments
California
$221K – – –
CWS
2333
Cypress Wealth Services
California
$221K +$1.54K +4 +0.7%
WG
2334
Welch Group
Alabama
$220K +$10K +26 +5%
CFS
2335
CGC Financial Services
Oregon
$219K – – –
DWP
2336
Destiny Wealth Partners
Florida
$219K +$218K +567 New
BSSFA
2337
Baron Silver Stevens Financial Advisors
Florida
$219K +$218K +567 New
Members Trust
2338
Members Trust
Florida
$219K +$218K +566 New
BHBT
2339
Burke & Herbert Bank & Trust
Virginia
$219K – – –
OAM
2340
Oak Asset Management
California
$218K – – –
MWP
2341
Madison Wealth Partners
Wisconsin
$218K +$217K +564 New
CWA
2342
Centennial Wealth Advisory
Michigan
$218K +$217K +563 New
SWA
2343
Sax Wealth Advisors
New Jersey
$217K +$217K +562 New
GTAM
2344
Global Trust Asset Management
Florida
$217K -$32.4K -84 -13%
MM
2345
MQS Management
New York
$216K +$215K +559 New
HIA
2346
Harbor Investment Advisory
Maryland
$215K -$11.6K -30 -5%
OFW
2347
Omnia Family Wealth
Florida
$215K +$214K +556 New
WCM
2348
Winthrop Capital Management
Indiana
$215K -$4.24K -11 -2%
WMP
2349
Wealth Management Partners
Arizona
$214K -$10K -26 -4%
I
2350
INVST
Indiana
$214K +$213K +554 New