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Name Holding Trade Value Shares
Change
Change in
Stake
HP
2501
Hyperion Partners
Pennsylvania
$229K +$1.18K +4 +0.5%
OWMIAS
2502
One Wealth Management Investment & Advisory Services
Florida
$229K -$24.4K -83 -10%
JFA
2503
JNBA Financial Advisors
Minnesota
$228K
WF
2504
Wayfinding Financial
Washington
$228K -$2.64K -9 -1%
TWM
2505
TMD Wealth Management
Arizona
$227K -$27.3K -93 -11%
MSWM
2506
McGlone Suttner Wealth Management
Wisconsin
$226K +$231K +786 New
CIA
2507
Cape Investment Advisory
Georgia
$226K -$4.99K -17 -2%
KLI
2508
Kelman-Lazarov Inc
Tennessee
$226K -$2.94K -10 -1%
MBFW
2509
Morton Brown Family Wealth
Pennsylvania
$226K
MAM
2510
Mystic Asset Management
Rhode Island
$225K
TCBWMS
2511
Texas Capital Bank Wealth Management Services
Texas
$224K +$210K +716 New
NFP
2512
Narus Financial Partners
Utah
$224K
WSWA
2513
Warren Street Wealth Advisors
California
$224K +$210K +716 New
CWM
2514
Concentrum Wealth Management
California
$223K -$1.18K -4 -0.6%
FFBTD
2515
First Financial Bank - Trust Division
Ohio
$222K -$148K -503 -41%
CPA
2516
Capital Planning Advisors
California
$222K -$31.7K -108 -13%
CA
2517
Calton & Associates
Florida
$222K -$20.6K -70 -9%
SWM
2518
Stockman Wealth Management
Montana
$222K +$209K +711 New
MCM
2519
Monarch Capital Management
Indiana
$222K
JBA
2520
Johnson Bixby & Associates
Washington
$222K
HA
2521
Harfst & Associates
Wyoming
$220K
CIA
2522
CCM Investment Advisers
South Carolina
$219K +$206K +701 New
LAS
2523
Lloyd Advisory Services
Georgia
$219K +$206K +701 New
MCI
2524
MRP Capital Investments
Georgia
$219K +$206K +700 New
NWA
2525
New World Advisors
Massachusetts
$219K +$206K +700 New