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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2876
Martel Wealth Advisors
Washington
$400K -$15.7K -200 -4%
SFG
2877
Strive Financial Group
Indiana
$399K +$345K +4,401 +593%
GWI
2878
Grace & White Inc
New York
$399K – – –
PHIC
2879
Pine Haven Investment Counsel
Massachusetts
$397K +$1.96K +25 +0.5%
LAM
2880
Lifestyle Asset Management
Texas
$397K +$7.91K +101 +2%
WG
2881
Watchman Group
Texas
$396K +$4.15K +53 +1%
IA
2882
Insight Advisors
Pennsylvania
$396K +$705 +9 +0.2%
HC
2883
Hamilton Capital
Ohio
$395K +$64.2K +820 +19%
RMAM
2884
Raab & Moskowitz Asset Management
New Jersey
$394K -$33.7K -430 -8%
BIM
2885
Barton Investment Management
Pennsylvania
$394K +$63.8K +815 +19%
SRCM
2886
Signature Resources Capital Management
California
$393K +$9.08K +116 +2%
WMP
2887
Wealth Management Partners
Arizona
$392K -$3.99K -51 -1%
RTC
2888
Riverview Trust Company
Washington
$391K – – –
LWMM
2889
Legacy Wealth Management (Mississippi)
Mississippi
$391K +$11.1K +142 +3%
FAM
2890
Flaharty Asset Management
Florida
$391K +$4.15K +53 +1%
HI
2891
Human Investing
Oregon
$390K +$32.5K +415 +9%
NIWA
2892
New Insight Wealth Advisors
California
$390K +$78 +1 +0%
PFWA
2893
Paces Ferry Wealth Advisors
Georgia
$390K -$40.2K -513 -9%
MWM
2894
Mattern Wealth Management
Kansas
$390K -$14.6K -187 -4%
RPA
2895
Redwood Park Advisors
California
$389K +$1.1K +14 +0.3%
CFG
2896
Copley Financial Group
California
$389K -$24.2K -309 -6%
AAP
2897
Aristotle Atlantic Partners
Florida
$388K +$391K +5,000 New
BSSFA
2898
Baron Silver Stevens Financial Advisors
Florida
$388K +$12.8K +163 +3%
I
2899
IMPACTfolio
Colorado
$388K – – –
TCOTS
2900
Trust Company of the South
North Carolina
$388K +$7.83K +100 +2%