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Name Holding Trade Value Shares
Change
Change in
Stake
TFF
1026
The Family Firm
Maryland
$357K +$1.56K +6 +0.5%
HPIA
1027
Hamilton Point Investment Advisors
North Carolina
$356K – – –
IPW
1028
Impact Partnership Wealth
Georgia
$353K +$328K +1,259 New
NAMM
1029
NorthStar Asset Management (Massachusetts)
Massachusetts
$351K -$39.1K -150 -11%
CFG
1030
Carr Financial Group
Massachusetts
$351K – – –
NB
1031
NBT Bank
New York
$350K -$260 -1 -0.1%
CAAS
1032
Capital Asset Advisory Services
Michigan
$350K +$260 +1 +0.1%
FW
1033
FirstPurpose Wealth
Utah
$350K +$14.1K +54 +5%
CIA
1034
Citadel Investment Advisory
Ohio
$349K – – –
LDB
1035
Lee, Danner & Bass
Tennessee
$348K +$5.47K +21 +2%
SCM
1036
Sebold Capital Management
Illinois
$346K -$62.2K -239 -16%
JFA
1037
JNBA Financial Advisors
Minnesota
$346K -$4.17K -16 -1%
ISWM
1038
Independent Solutions Wealth Management
New York
$345K -$136K -524 -30%
Jones Financial Companies
1039
Jones Financial Companies
Missouri
$345K -$8.85K -34 -3%
HSA
1040
HBK Sorce Advisory
Pennsylvania
$343K +$21.4K +82 +7%
AL
1041
Aspiriant LLC
California
$342K – – –
CCG
1042
Chatham Capital Group
Georgia
$342K – – –
LFA
1043
Legacy Financial Advisors
Kentucky
$341K +$9.9K +38 +3%
WAM
1044
Weatherly Asset Management
California
$340K -$36.7K -141 -10%
CFO
1045
CVA Family Office
Colorado
$339K -$9.9K -38 -3%
SNB
1046
Security National Bank
Nebraska
$338K – – –
TC
1047
Trilogy Capital
California
$336K +$12K +46 +4%
CCB
1048
Cutter & Co Brokerage
Missouri
$336K – – –
CCA
1049
Cottonwood Capital Advisors
Utah
$334K -$12.2K -47 -4%
GITFIT
1050
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$334K +$180K +690 +138%