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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
3451
Monograph Wealth Advisors
California
$331K +$295K +2,818 New
CTB
3452
Country Trust Bank
Illinois
$331K -$105 -1 -0%
TA
3453
TPG Advisors
Illinois
$331K – – –
CNBOF
3454
City National Bank of Florida
Florida
$330K +$294K +2,810 New
SHFG
3455
S Harris Financial Group
Texas
$330K -$30.3K -290 -9%
FCG
3456
Fielder Capital Group
Tennessee
$330K +$12.1K +116 +4%
CW
3457
Code Waechter
Florida
$329K +$293K +2,804 New
SCG
3458
Sonata Capital Group
Washington
$329K – – –
TPF
3459
Tribridge Partners Financial
Maryland
$329K -$48.1K -460 -14%
MHWM
3460
Montz Harcus Wealth Management
Louisiana
$328K +$15.2K +145 +5%
IFPG
3461
Intrepid Financial Planning Group
Indiana
$328K -$15.7K -150 -5%
CW
3462
Cedarwood Wealth
Colorado
$328K +$16.5K +158 +6%
BA
3463
Bellwether Advisors
Nebraska
$328K +$292K +2,790 New
VEA
3464
Virtus ETF Advisers
New York
$327K +$6.38K +61 +2%
THL
3465
Tillman Hartley LLC
Colorado
$327K -$93.2K -891 -24%
SAMT
3466
Select Asset Management & Trust
Pennsylvania
$327K -$1.99K -19 -0.7%
DA
3467
Dover Advisors
Virginia
$327K -$22.5K -215 -5%
PSCM
3468
Per Stirling Capital Management
Texas
$327K +$291K +2,782 New
PWMG
3469
Private Wealth Management Group
New Jersey
$326K +$127K +1,212 +77%
MWM
3470
Mittelman Wealth Management
Massachusetts
$326K -$345K -3,303 -63%
LFG
3471
Lazard Frères Gestion
France
$326K – – –
II
3472
Impact Investors
California
$325K -$91.6K -876 -24%
EA
3473
Eclectic Associates
California
$324K -$29.7K -284 -9%
C1AG
3474
Client 1st Advisory Group
Florida
$324K +$288K +2,758 New
MFC
3475
Morris Financial Concepts
South Carolina
$324K – – –