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Name Holding Trade Value Shares
Change
Change in
Stake
TLA
1726
Tanglewood Legacy Advisors
Texas
$338K – – –
MWM
1727
Maridea Wealth Management
New York
$337K +$384K +3,243 New
SDWIA
1728
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$337K +$237 +2 +0.1%
CWM
1729
Centurion Wealth Management
Virginia
$336K -$125K -1,058 -25%
APC
1730
Aspire Private Capital
North Carolina
$336K -$5.93K -50 -2%
SWGC
1731
Summit Wealth Group (Colorado)
Colorado
$336K +$52K +439 +16%
VWA
1732
Visionary Wealth Advisors
Illinois
$335K -$34.8K -294 -8%
LT
1733
Legacy Trust
Michigan
$334K -$10.7K -90 -3%
OL
1734
Optas LLC
Texas
$334K +$82.7K +698 +28%
ACM
1735
Arcataur Capital Management
Wisconsin
$334K – – –
SAM
1736
Smithbridge Asset Management
Pennsylvania
$334K – – –
ADL
1737
Asset Dedication LLC
California
$333K -$23.7K -200 -6%
FB
1738
First Bancorp
Maine
$333K -$17.8K -150 -4%
PFS
1739
Physicians Financial Services
North Carolina
$333K – – –
WG
1740
Wealth Group
North Carolina
$333K +$163K +1,377 +75%
CA
1741
Continuum Advisory
Idaho
$333K +$126K +1,065 +50%
Vanguard National Trust
1742
Vanguard National Trust
Pennsylvania
$332K -$52.3K -441 -12%
LAM
1743
Lewis Asset Management
California
$332K -$46.7K -394 -11%
WWM
1744
Waterway Wealth Management
Texas
$332K -$15.1K -127 -4%
MAWA
1745
Moss Adams Wealth Advisors
Washington
$330K -$15.8K -133 -4%
CSPIA
1746
Cary Street Partners Investment Advisory
Virginia
$330K +$20K +169 +6%
ASG
1747
Ariston Services Group
California
$329K +$375K +3,166 New
RFN
1748
RDA Financial Network
Iowa
$329K +$43.7K +369 +13%
SGCA
1749
Steel Grove Capital Advisors
Tennessee
$328K – – –
MHIC
1750
Marble Harbor Investment Counsel
Massachusetts
$327K – – –