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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1101
GDS Wealth Management
Texas
$262K -$258 -3 -0.1%
OWM
1102
OneAscent Wealth Management
Alabama
$260K -$6.71K -78 -3%
GSB
1103
Greenfield Savings Bank
Massachusetts
$257K
LAM
1104
Lewis Asset Management
California
$256K +$9.11K +106 +4%
PHIC
1105
Pine Haven Investment Counsel
Massachusetts
$256K
DMBA
1106
Deseret Mutual Benefit Administrators
Utah
$256K
OPPS
1107
Obsidian Personal Planning Solutions
Maryland
$254K +$19.5K +227 +9%
PT
1108
Plimoth Trust
Massachusetts
$253K
MFG
1109
Marmo Financial Group
Tennessee
$252K
AFA
1110
American Financial Advisors
Georgia
$251K +$172 +2 +0.1%
MM
1111
Meridian Management
Arkansas
$250K +$1.98K +23 +0.8%
GAG
1112
GM Advisory Group
New York
$250K +$1.38K +16 +0.6%
SFG
1113
Sunburst Financial Group
Alabama
$250K -$16.5K -192 -6%
PRWA
1114
Platte River Wealth Advisors
Colorado
$250K
DWS
1115
Dynamic Wealth Strategies
California
$250K -$11.9K -139 -5%
FOA
1116
Five Oceans Advisors
California
$250K -$16.3K -190 -6%
TAM
1117
Titleist Asset Management
Texas
$249K +$24.8K +288 +12%
RCWM
1118
Royal Capital Wealth Management
Indiana
$248K +$172 +2 +0.1%
COCM
1119
Charter Oak Capital Management
New Hampshire
$247K
CCG
1120
Chatham Capital Group
Georgia
$247K
AWA
1121
Arkadios Wealth Advisors
Georgia
$247K +$238K +2,763 New
WPP
1122
Whalerock Point Partners
Rhode Island
$246K
SAG
1123
SageView Advisory Group
California
$246K +$237K +2,755 New
NAS
1124
NWF Advisory Services
California
$246K +$237K +2,752 New
CPBTD
1125
Central Pacific Bank - Trust Division
Hawaii
$245K -$18.7K -218 -7%