Name Holding Trade Value Shares
Change
Change in
Stake
VDI
1651
Vaughan David Investments
Illinois
$406K +$6.79K +33 +2%
MCM
1652
Manchester Capital Management
Vermont
$405K -$23.2K -113 -6%
NJIM
1653
Nabity-Jensen Investment Management
Nebraska
$404K – – –
PFA
1654
Providence Financial Advisors
Kansas
$402K +$54.1K +263 +17%
BEW
1655
Burton Enright Welch
California
$402K +$10.3K +50 +3%
ICP
1656
Interchange Capital Partners
Pennsylvania
$402K -$45K -219 -11%
SSW
1657
Stone Summit Wealth
Florida
$402K – – –
MPPW
1658
Mitchell & Pahl Private Wealth
Oklahoma
$401K – – –
PE
1659
PCM Encore
Colorado
$401K +$380K +1,848 New
BFF
1660
Byrne Financial Freedom
Massachusetts
$400K -$12.3K -60 -3%
EWA
1661
Etesian Wealth Advisors
Oregon
$400K – – –
PAS
1662
PKS Advisory Services
New York
$399K +$9.26K +45 +3%
MFPI
1663
Midwest Financial Partners Investments
Minnesota
$399K +$378K +1,837 New
RPGK
1664
Retirement Planning Group (Kansas)
Kansas
$399K +$20.8K +101 +6%
A
1665
Alongside
Texas
$398K +$377K +1,835 New
AIA
1666
Allied Investment Advisors
Montana
$398K -$10.3K -50 -3%
WJA
1667
Willis Johnson & Associates
Texas
$398K +$1.03K +5 +0.3%
RHP
1668
Royal Harbor Partners
Texas
$397K – – –
OC
1669
Optima Capital
Oregon
$397K +$823 +4 +0.2%
JWM
1670
JGP Wealth Management
Oregon
$397K -$10.3K -50 -3%
COCM
1671
Charter Oak Capital Management
New Hampshire
$396K +$2.67K +13 +0.7%
MA
1672
MJP Associates
Connecticut
$396K +$30.4K +148 +9%
PWM
1673
Palacios Wealth Management
Florida
$393K +$7.2K +35 +2%
CHC
1674
City Holding Co
West Virginia
$393K – – –
MBWA
1675
Marin Bay Wealth Advisors
California
$393K +$372K +1,810 New