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Name Holding Trade Value Shares
Change
Change in
Stake
PP
901
PDS Planning
Ohio
$397K +$36.6K +127 +11%
LFA
902
Legacy Financial Advisors
Kentucky
$397K -$361K -1,253 -49%
HHRDM
903
H&H Retirement Design & Management
Nevada
$395K -$4.9K -17 -1%
BFS
904
Burr Financial Services
California
$394K – – –
CAG
905
Csenge Advisory Group
Florida
$394K -$1.15K -4 -0.3%
OWA
906
One Wealth Advisors
California
$393K -$56.2K -195 -13%
CG
907
CFO4Life Group
Texas
$392K +$576 +2 +0.2%
MAM
908
McLean Asset Management
Virginia
$390K +$6.92K +24 +2%
CNB
909
Camden National Bank
Maine
$387K -$63.4K -220 -15%
SFS
910
Security Financial Services
Indiana
$387K +$43.2K +150 +13%
BFS
911
Bradley Foster & Sargent
Connecticut
$385K -$4.32K -15 -1%
CF
912
Convergence Financial
Missouri
$384K +$133K +460 +56%
B
913
Bellecapital
Switzerland
$383K – – –
GC
914
Grimes & Company
Massachusetts
$381K +$12.7K +44 +4%
SAM
915
Sompo Asset Management
Japan
$381K – – –
CSPIA
916
Cary Street Partners Investment Advisory
Virginia
$380K +$7.2K +25 +2%
CL
917
CLG LLC
California
$379K +$576 +2 +0.2%
C
918
Certuity
Florida
$379K +$8.93K +31 +3%
CB
919
Cadence Bank
Mississippi
$378K +$2.88K +10 +0.8%
GWWM
920
Great Waters Wealth Management
Minnesota
$377K +$362K +1,258 New
VEA
921
Virtus ETF Advisers
New York
$373K – – –
CAM
922
Creekmur Asset Management
Illinois
$371K +$71.5K +248 +25%
SCA
923
Stillwater Capital Advisors
Pennsylvania
$371K – – –
ECM
924
Evergreen Capital Management
Washington
$370K +$13K +45 +4%
BWP
925
Barlow Wealth Partners
Kentucky
$369K -$20.5K -71 -5%