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Name Holding Trade Value Shares
Change
Change in
Stake
NPT
1176
National Philanthropic Trust
Pennsylvania
$247K +$240K +1,204 New
CST
1177
Charles Schwab Trust
Nevada
$247K – – –
MWM
1178
Mattern Wealth Management
Kansas
$247K – – –
VWM
1179
VanWeelden Wealth Management
Ohio
$247K – – –
ACIM
1180
Azimuth Capital Investment Management
Michigan
$247K +$239K +1,200 New
CA
1181
CoreCap Advisors
Michigan
$245K -$1.83M -9,168 -88%
DMBA
1182
Deseret Mutual Benefit Administrators
Utah
$245K -$16.5K -83 -7%
PFGIA
1183
Patriot Financial Group Insurance Agency
Massachusetts
$244K +$237K +1,189 New
GIA
1184
GHP Investment Advisors
Colorado
$244K +$1.79K +9 +0.8%
MA
1185
Mutual Advisors
Nebraska
$243K -$378K -1,896 -62%
HIA
1186
Harbor Investment Advisory
Maryland
$242K – – –
CWA
1187
Centennial Wealth Advisory
Michigan
$241K +$234K +1,174 New
HC
1188
Hamilton Capital
Ohio
$241K +$234K +1,173 New
SVWAG
1189
Sound View Wealth Advisors Group
Georgia
$241K +$13.5K +68 +6%
AWA
1190
Arete Wealth Advisors
Illinois
$240K +$6.17K +31 +3%
RA
1191
RFG Advisory
Alabama
$239K +$232K +1,163 New
OIS
1192
OneAscent Investment Solutions
Alabama
$238K +$231K +1,158 New
WBC
1193
Westpac Banking Corp
Australia
$237K – – –
BCM
1194
Brookmont Capital Management
Texas
$236K +$199 +1 +0.1%
BA
1195
Bridgewater Associates
Connecticut
$236K +$1.99K +10 +0.9%
JFGIW
1196
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$235K +$82.9K +416 +57%
FIA
1197
Foundations Investment Advisors
Arizona
$235K +$228K +1,143 New
CT
1198
Chicago Trust
Illinois
$234K -$45.2K -227 -17%
CCA
1199
Childress Capital Advisors
Texas
$233K +$199 +1 +0.1%
OL
1200
Optas LLC
Texas
$232K -$7.17K -36 -3%