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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
2426
Cypress Wealth Services
California
$249K +$34.2K +69 +14%
RYIA
2427
Roehl & Yi Investment Advisors
Oregon
$249K +$277K +559 New
RLH
2428
RD Lewis Holdings
Florida
$248K +$284K +573 New
SSWM
2429
Strait & Sound Wealth Management
California
$248K
HKIMG
2430
Hutchens & Kramer Investment Management Group
Indiana
$248K +$25.3K +51 +10%
HS
2431
Horan Securities
United States
$248K +$8.42K +17 +3%
LA
2432
Latitude Advisors
Florida
$246K -$1.49K -3 -0.5%
GWAG
2433
Garrett Wealth Advisory Group
Texas
$245K +$273K +552 New
LOPW
2434
Live Oak Private Wealth
North Carolina
$245K +$29.7K +60 +12%
SAMC
2435
Spectrum Asset Management (California)
California
$245K
CWP
2436
Core Wealth Partners
California
$244K
ALA
2437
Atlas Legacy Advisors
California
$244K +$271K +548 New
RFN
2438
Redwood Financial Network
Ohio
$243K +$18.8K +38 +7%
FFA
2439
Fi3 Financial Advisors
Indiana
$243K +$46.5K +94 +21%
WCM
2440
Winthrop Capital Management
Indiana
$243K +$21.3K +43 +9%
SFB
2441
STAR Financial Bank
Indiana
$242K -$277K -559 -51%
VCM
2442
Vivaldi Capital Management
Illinois
$242K +$17.3K +35 +7%
SA
2443
Stewardship Advisors
Pennsylvania
$241K +$25.7K +52 +11%
NFC
2444
Northstar Financial Companies
Pennsylvania
$241K +$268K +541 New
AC
2445
ASB Consultores
Florida
$240K -$211K -426 -44%
BBNB
2446
Baker Boyer National Bank
Washington
$240K
CMP
2447
Coston McIsaac & Partners
Maine
$240K
CWS
2448
Confluence Wealth Services
Pennsylvania
$240K +$7.43K +15 +3%
GSAM
2449
Grant Street Asset Management
Pennsylvania
$239K
CFS
2450
CRA Financial Services
New Jersey
$239K +$1.98K +4 +0.7%