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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2426
HMS Capital Management
Tennessee
$239K
DWM
2427
Destination Wealth Management
California
$239K +$229K +793 New
MWM
2428
Mosley Wealth Management
California
$239K -$12.1K -42 -5%
TA
2429
TruWealth Advisors
Louisiana
$239K
CFA
2430
Cahill Financial Advisors
Minnesota
$238K +$228K +791 New
MWP
2431
Meridian Wealth Partners
Pennsylvania
$238K +$7.79K +27 +4%
RWM
2432
Revisor Wealth Management
Ohio
$238K +$243K +842 New
BCG
2433
Breakwater Capital Group
New Jersey
$238K -$4.62K -16 -2%
FMP
2434
Financial Management Professionals
Texas
$237K -$7.21K -25 -3%
JLBC
2435
J.L. Bainbridge & Co
Florida
$236K +$4.04K +14 +2%
LAM
2436
Lifestyle Asset Management
Texas
$236K +$226K +784 New
Fiera Capital (Canada)
2437
Fiera Capital (Canada)
Quebec, Canada
$236K +$226K +783 New
MFS
2438
Madrona Financial Services
Washington
$236K +$226K +782 New
RP
2439
Riverwater Partners
Wisconsin
$235K -$110K -380 -33%
GWP
2440
Gateway Wealth Partners
Wisconsin
$235K +$225K +779 New
ONSWM
2441
Old North State Wealth Management
North Carolina
$235K -$2.56M -8,859 -92%
A
2442
AJOVista
Massachusetts
$233K
SWA
2443
Sax Wealth Advisors
New Jersey
$233K +$224K +775 New
VCM
2444
Versant Capital Management
Arizona
$230K +$13.6K +47 +7%
MSS
2445
Mitchell Sinkler & Starr
Pennsylvania
$230K +$221K +765 New
MBTD
2446
Mechanics Bank - Trust Department
California
$230K +$221K +765 New
SCM
2447
SOL Capital Management
Maryland
$230K -$43.3K -150 -16%
EFG
2448
Ethos Financial Group
Pennsylvania
$230K -$19K -66 -8%
EPA
2449
Element Pointe Advisors
Florida
$230K -$36.9K -128 -14%
EB
2450
Exchange Bank
California
$229K +$219K +759 New