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Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
2351
Texas Capital Bank Wealth Management Services
Texas
$245K +$216K +767 New
WMN
2352
Wealth Management Nebraska
Nebraska
$244K -$21.4K -76 -9%
HFS
2353
Hoge Financial Services
Pennsylvania
$244K +$215K +764 New
WDG
2354
Wealth Dimensions Group
Ohio
$243K – – –
RWM
2355
RKL Wealth Management
Pennsylvania
$242K +$214K +760 New
BWP
2356
BlueStem Wealth Partners
Minnesota
$242K +$213K +758 New
TA
2357
TrueWealth Advisors
Alabama
$242K +$213K +758 New
DWM
2358
DecisionMap Wealth Management
Virginia
$241K +$213K +757 New
SW
2359
SkyOak Wealth
Michigan
$241K – – –
PAM
2360
PCG Asset Management
New Jersey
$241K +$212K +755 New
TSWM
2361
Tyler-Stone Wealth Management
Ohio
$240K -$11.3K -40 -5%
WI
2362
Wedgewood Investors
Pennsylvania
$240K – – –
CFAM
2363
Center For Asset Management
Florida
$239K – – –
LIA
2364
LBMC Investment Advisors
Tennessee
$239K – – –
NBWM
2365
North Berkeley Wealth Management
California
$239K – – –
RIS
2366
Retirement Income Solutions
Michigan
$239K +$211K +748 New
VW
2367
Vance Wealth
California
$239K +$211K +748 New
SA
2368
Shilanski & Associates
Alaska
$238K – – –
IWP
2369
Invenio Wealth Partners
Florida
$238K +$210K +747 New
GSWA
2370
Good Steward Wealth Advisors
Tennessee
$237K -$11K -39 -5%
MWA
2371
Motive Wealth Advisors
Michigan
$237K +$209K +743 New
AM
2372
Atwater Malick
Pennsylvania
$237K +$209K +742 New
FFC
2373
First Financial Corp
Indiana
$236K -$9.85K -35 -5%
FCCM
2374
First City Capital Management
Georgia
$236K -$4.79K -17 -2%
WAL
2375
W Advisors LLC
Tennessee
$235K +$207K +737 New