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Name Holding Trade Value Shares
Change
Change in
Stake
BOM
1826
Bank of Marin
California
$361K -$24.8K -70 -6%
PNFS
1827
PW Nova Financial Services
Pennsylvania
$357K +$386K +1,090 New
WP
1828
Westmount Partners
California
$356K
FWI
1829
Facet Wealth Inc
Maryland
$354K +$70.5K +199 +24%
AWM
1830
Atticus Wealth Management
Florida
$353K
NWWA
1831
New Wave Wealth Advisors
Arkansas
$353K +$7.09K +20 +2%
OL
1832
Optas LLC
Texas
$351K -$397K -1,119 -50%
TGIA
1833
Torrey Growth & Income Advisors
California
$350K +$19.5K +55 +5%
Members Trust
1834
Members Trust
Florida
$350K +$1.06K +3 +0.3%
PTC
1835
Philadelphia Trust Company
Pennsylvania
$348K
OFW
1836
Omnia Family Wealth
Florida
$348K +$6.03K +17 +2%
Empower Advisory Group
1837
Empower Advisory Group
Colorado
$347K +$48.2K +136 +14%
CAM
1838
CenterStar Asset Management
Illinois
$347K +$386K +1,090 New
NCTC
1839
New Covenant Trust Company
Indiana
$347K +$12K +34 +3%
HFP
1840
Holistic Financial Partners
Indiana
$347K -$23.7K -67 -6%
CWA
1841
Canvas Wealth Advisors
Kansas
$346K +$2.13K +6 +0.6%
CBT
1842
Crews Bank & Trust
Florida
$343K
AMPWP
1843
Alvarez & Marsal Private Wealth Partners
Florida
$343K +$381K +1,076 New
WWM
1844
Whalen Wealth Management
Nevada
$342K -$1.4M -3,944 -79%
MSRI
1845
Michael S. Ryan Inc
New York
$342K +$15.6K +44 +4%
HPBT
1846
Hickory Point Bank & Trust
Illinois
$342K
DWM
1847
Daner Wealth Management
Georgia
$341K +$27.6K +78 +9%
KFI
1848
Key Financial Inc
Pennsylvania
$340K -$2.48K -7 -0.7%
FFP
1849
FourThought Financial Partners
Florida
$340K +$3.9K +11 +1%
CC
1850
Clearwave Capital
California
$339K +$377K +1,063 New