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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1301
Midland Wealth Advisors
Illinois
$959K -$61.9K -1,568 -6%
MIA
1302
MMBG Investment Advisors
Florida
$958K -$10.9K -275 -1%
HI
1303
Harbour Investments
Wisconsin
$956K +$4.74K +120 +0.5%
BHBT
1304
Burke & Herbert Bank & Trust
Virginia
$951K -$10K -254 -1%
FCA
1305
FLC Capital Advisors
California
$949K +$41.1K +1,040 +5%
SFS
1306
Stiles Financial Services
Minnesota
$949K +$263K +6,664 +42%
MA
1307
MCF Advisors
Kentucky
$941K -$5.09K -129 -0.6%
PWP
1308
Precedent Wealth Partners
Texas
$937K +$184K +4,660 +26%
KIG
1309
Kennedy Investment Group
New Jersey
$935K +$5.09K +129 +0.6%
AOWM
1310
Alpha Omega Wealth Management
Virginia
$935K -$3.24K -82 -0.4%
DWM
1311
Defined Wealth Management
Oregon
$934K -$3.04K -77 -0.3%
FUBT
1312
First United Bank & Trust
Maryland
$932K -$114K -2,882 -11%
AUB
1313
Atlantic Union Bankshares
Virginia
$929K -$296K -7,490 -25%
PMA
1314
Prudent Man Advisors
Illinois
$928K -$14.4K -364 -2%
HFP
1315
Holistic Financial Partners
Indiana
$926K +$7.38K +187 +0.9%
TA
1316
Tectonic Advisors
Texas
$925K -$55.1K -1,395 -6%
FMWA
1317
Forvis Mazars Wealth Advisors
Missouri
$922K -$1.1K -28 -0.1%
HCM
1318
Howland Capital Management
Massachusetts
$920K -$340K -8,600 -28%
APC
1319
Aspire Private Capital
North Carolina
$919K +$62.4K +1,580 +8%
AL
1320
Aspiriant LLC
California
$919K -$78K -1,975 -8%
AWA
1321
Aaron Wealth Advisors
Illinois
$918K +$188K +4,768 +28%
WI
1322
WrapManager Inc
California
$917K -$1.16M -29,342 -57%
LWCFA
1323
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$915K -$53.6K -1,358 -6%
PP
1324
PDS Planning
Ohio
$913K +$5.57K +141 +0.6%
BWM
1325
BKM Wealth Management
Wisconsin
$911K -$42.5K -1,076 -5%