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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1826
TrueWealth Advisors
Alabama
$839K +$55.1K +161 +7%
W
1827
Wealthquest
Ohio
$838K -$236K -688 -23%
HP
1828
Havemeyer Place
Connecticut
$838K +$792K +2,313 New
AWM
1829
Angeles Wealth Management
California
$834K -$15.7K -46 -2%
FCAS
1830
First Command Advisory Services
Texas
$834K +$31.2K +91 +4%
RCI
1831
RS Crum Inc
California
$833K +$342 +1 +0%
HKAM
1832
Horizon Kinetics Asset Management
New York
$833K -$33.9K -99 -4%
MSS
1833
Mitchell Sinkler & Starr
Pennsylvania
$831K – – –
T
1834
TOBAM
France
$829K +$784K +2,289 New
MA
1835
MJP Associates
Connecticut
$828K -$108K -315 -12%
MHIC
1836
Marble Harbor Investment Counsel
Massachusetts
$828K – – –
DE
1837
Defiance ETFs
New York
$825K +$169K +494 +28%
SSW
1838
Stone Summit Wealth
Florida
$824K -$8.22K -24 -1%
FPWM
1839
FSB Premier Wealth Management
Iowa
$823K +$3.77K +11 +0.5%
HFBOT
1840
Home Federal Bank of Tennessee
Tennessee
$822K – – –
FFA
1841
Fortune Financial Advisors
Kansas
$822K – – –
TWP
1842
Triad Wealth Partners
Kansas
$822K +$259K +756 +54%
PNC
1843
Park National Corp
Ohio
$819K +$5.48K +16 +0.7%
PWA
1844
Pitcairn Wealth Advisors
Pennsylvania
$817K – – –
PAS
1845
PKS Advisory Services
New York
$817K +$219K +641 +40%
CAI
1846
Capital Advisors Inc
Oklahoma
$817K +$685 +2 +0.1%
VIPI
1847
Vista Investment Partners II
Indiana
$816K -$685 -2 -0.1%
FFA
1848
Founders Financial Alliance
North Carolina
$816K +$42.4K +124 +6%
WP
1849
Waycross Partners
Kentucky
$815K – – –
CAM
1850
Campion Asset Management
Virginia
$814K +$205K +599 +36%