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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
2801
Loomis, Sayles & Company
Massachusetts
$224K -$11.1K -31 -5%
BSI
2802
Bennett Selby Investments
Maine
$224K – – –
CWM
2803
Cahaba Wealth Management
Georgia
$224K -$24.2K -68 -10%
MPWS
2804
McCarter Private Wealth Services
Massachusetts
$224K +$227K +636 New
Index Fund Advisors
2805
Index Fund Advisors
California
$224K +$226K +635 New
CSI
2806
Clark & Stuart Inc
Maine
$223K – – –
OFO
2807
OneAscent Family Office
Alabama
$223K +$3.56K +10 +2%
MWM
2808
Maridea Wealth Management
New York
$222K -$237K -664 -51%
6F
2809
626 Financial
Michigan
$222K -$5.35K -15 -2%
B
2810
Bayban
Minnesota
$222K – – –
CCP
2811
Cassia Capital Partners
North Carolina
$222K – – –
CCMI
2812
Creative Capital Management Investments
California
$221K – – –
LWM
2813
Lakeridge Wealth Management
Ohio
$221K +$224K +628 New
BFAG
2814
Blackston Financial Advisory Group
Florida
$221K -$6.42K -18 -3%
IIWM
2815
Investment Insight Wealth Management
New York
$221K +$713 +2 +0.3%
BRIA
2816
Balanced Rock Investment Advisors
Massachusetts
$221K +$224K +627 New
AAM
2817
Austin Asset Management
Texas
$221K +$223K +626 New
CIA
2818
CCM Investment Advisers
South Carolina
$220K -$1.78K -5 -0.8%
CSI
2819
Cross Staff Investments
New York
$220K – – –
VEA
2820
Virtus ETF Advisers
New York
$220K -$53.5K -150 -19%
Beck Mack & Oliver
2821
Beck Mack & Oliver
New York
$220K -$1.58M -4,438 -88%
MFA
2822
McClarren Financial Advisors
Pennsylvania
$219K +$105K +295 +90%
CWA
2823
Canvas Wealth Advisors
Kansas
$219K +$222K +622 New
RWI
2824
Red Wave Investments
Pennsylvania
$219K – – –
WMWM
2825
Wilkins Miller Wealth Management
Alabama
$219K +$1.07K +3 +0.5%