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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
2301
JFS Wealth Advisors
Pennsylvania
$285K +$1.46K +5 +0.5%
CCMIC
2302
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$284K – – –
ES
2303
ETF Store
Kansas
$284K – – –
RCM
2304
Requisite Capital Management
Texas
$284K – – –
TLCM
2305
Twin Lakes Capital Management
California
$284K – – –
AIM
2306
Acropolis Investment Management
Missouri
$284K – – –
PWP
2307
Private Wealth Partners
California
$284K -$704K -2,406 -71%
JWWM
2308
Johnson & White Wealth Management
Pennsylvania
$284K – – –
AWM
2309
Abound Wealth Management
Tennessee
$284K -$9.07K -31 -3%
FFG
2310
Frisch Financial Group
New York
$283K -$878 -3 -0.3%
CNB
2311
Camden National Bank
Maine
$282K -$44.8K -153 -13%
PMSA
2312
Patrick M. Sweeney & Associates
Illinois
$282K +$19.3K +66 +7%
Index Fund Advisors
2313
Index Fund Advisors
California
$281K – – –
BWM
2314
Blossom Wealth Management
California
$281K +$57.6K +197 +25%
BWAM
2315
Boyd Watterson Asset Management
Ohio
$281K +$293 +1 +0.1%
OFS
2316
OneAscent Financial Services
Alabama
$281K -$280K -957 -49%
APW
2317
Austin Private Wealth
Texas
$281K +$12.3K +42 +4%
APC
2318
Asset Planning Corporation
Tennessee
$279K -$65.8K -225 -19%
GCM
2319
Gables Capital Management
Florida
$279K – – –
Journey Strategic Wealth
2320
Journey Strategic Wealth
New Jersey
$279K +$287K +980 New
9WM
2321
9258 Wealth Management
Ohio
$278K -$54.7K -187 -16%
PCM
2322
Poehling Capital Management
Wisconsin
$278K +$2.93K +10 +1%
GAG
2323
GM Advisory Group
New York
$278K +$5.85K +20 +2%
CAM
2324
Cubic Asset Management
Massachusetts
$277K – – –
SFS
2325
Security Financial Services
Indiana
$275K +$13.8K +47 +5%