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Name Holding Trade Value Shares
Change
Change in
Stake
HIW
2701
Holos Integrated Wealth
Pennsylvania
$221K – – –
BWP
2702
Bernardo Wealth Planning
Pennsylvania
$221K -$4.24K -36 -2%
IFPL
2703
Investments & Financial Planning LLC
Kentucky
$221K +$589 +5 +0.3%
CM
2704
Capula Management
Cayman Islands
$221K +$227K +1,930 New
RP
2705
Rice Partnership
Hawaii
$221K – – –
MWM
2706
Maltin Wealth Management
New Jersey
$221K +$2.94K +25 +1%
UIM
2707
Unified Investment Management
Georgia
$220K – – –
Harris Associates
2708
Harris Associates
Illinois
$220K +$36.5K +310 +19%
HW
2709
Hamilton Wealth
California
$220K +$226K +1,923 New
HWMG
2710
Hurlow Wealth Management Group
Indiana
$220K +$118 +1 +0.1%
FA
2711
FF Advisors
California
$219K +$2K +17 +0.9%
CIAS
2712
CFS Investment Advisory Services
New Jersey
$219K -$2.47K -21 -1%
HP
2713
Holistic Planning
Texas
$219K -$31.8K -270 -12%
NLP
2714
Next Level Private
New York
$219K +$6.24K +53 +3%
SAM
2715
Summit Asset Management
Tennessee
$219K +$118 +1 +0.1%
SNWA
2716
Siligmueller & Norvid Wealth Advisors
Illinois
$218K +$225K +1,908 New
SFB
2717
STAR Financial Bank
Indiana
$218K +$225K +1,907 New
HWM
2718
Hobbs Wealth Management
Indiana
$218K +$22K +187 +11%
ISWM
2719
Independent Solutions Wealth Management
New York
$218K -$23.6K -200 -10%
SFG
2720
Sather Financial Group
Texas
$217K +$19.8K +168 +10%
GTAM
2721
Global Trust Asset Management
Florida
$217K -$7.42K -63 -3%
FNBOMD
2722
First National Bank of Mount Dora
Florida
$216K +$24.7K +210 +13%
MSFP
2723
Mark Sheptoff Financial Planning
Connecticut
$215K – – –
CB
2724
CNB Bank
Pennsylvania
$215K -$4.71K -40 -2%
PIMG
2725
Patriot Investment Management Group
Tennessee
$215K – – –