Name Holding Trade Value Shares
Change
Change in
Stake
MWS
1376
MFA Wealth Services
California
$202K +$551 +5 +0.3%
CIA
1377
Compass Ion Advisors
Pennsylvania
$202K +$1.76K +16 +0.9%
OFO
1378
OneAscent Family Office
Alabama
$202K +$201K +1,828 New
HCM
1379
HMS Capital Management
Tennessee
$201K – – –
YP
1380
YANKCOM Partnership
South Dakota
$201K – – –
WG
1381
Wealth Group
North Carolina
$201K +$201K +1,821 New
CSC
1382
Caldwell Sutter Capital
California
$200K +$661 +6 +0.3%
WAM
1383
Walker Asset Management
Missouri
$200K +$881 +8 +0.4%
PFA
1384
Pettinga Financial Advisors
Indiana
$200K – – –
OWM
1385
OneAscent Wealth Management
Alabama
$200K -$4.3K -39 -2%
LWM
1386
Lodestone Wealth Management
Washington
$197K -$30K -272 -13%
M
1387
MOTCO
Texas
$195K – – –
FC
1388
Financial Consulate
Maryland
$188K – – –
USB
1389
Union Savings Bank
Connecticut
$187K +$187K +1,699 New
TWC
1390
TD Waterhouse Canada
Ontario, Canada
$182K -$22K -200 -11%
RA
1391
Ransom Advisory
Rhode Island
$180K +$3.19K +29 +2%
CH
1392
Cromwell Holdings
Wyoming
$177K – – –
OIAM
1393
OFI Invest Asset Management
France
$177K +$64.9K +589 +46%
HC
1394
Hurley Capital
New York
$176K -$551 -5 -0.3%
ST
1395
Smithfield Trust
Pennsylvania
$172K – – –
CTA
1396
Colonial Trust Advisors
South Carolina
$171K – – –
WOSD
1397
WFA of San Diego
California
$165K – – –
OL
1398
OneFund LLC
Florida
$165K +$8.37K +76 +5%
EP
1399
Essential Partners
California
$163K +$13.4K +122 +9%
OC
1400
Oakmont Corp
California
$161K – – –