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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
2151
Burkett Financial Services
South Carolina
$207K -$1.42K -4 -0.6%
TFG
2152
Taylor Financial Group
Virginia
$207K – – –
VBA
2153
von Borstel & Associates
Oregon
$207K – – –
MPI
2154
Mairs & Power Inc
Minnesota
$206K +$354 +1 +0.2%
RB
2155
Renasant Bank
Mississippi
$206K +$16.7K +47 +8%
EL
2156
EWA LLC
Pennsylvania
$206K -$354 -1 -0.2%
WAM
2157
Weatherly Asset Management
California
$206K -$8.15K -23 -3%
GCP
2158
Gill Capital Partners
Colorado
$205K – – –
RCP
2159
Rothschild Capital Partners
New York
$205K – – –
CPIA
2160
Cornell Pochily Investment Advisors
New York
$204K – – –
RWM
2161
Refined Wealth Management
Utah
$204K – – –
OBWA
2162
Oak Barrel Wealth Advisory
Virginia
$204K +$227K +641 New
TAP
2163
TSG Advice Partners
Ohio
$204K +$227K +641 New
LGG
2164
Luts & Greenleigh Group
Maryland
$204K -$2.13K -6 -0.9%
JHCP
2165
Jackson Hole Capital Partners
Oklahoma
$202K -$3.54K -10 -2%
BWM
2166
Bernard Wealth Management
Michigan
$202K – – –
SWG
2167
Summit Wealth Group
Vermont
$202K +$11.3K +32 +5%
WDG
2168
Wealth Dimensions Group
Ohio
$202K -$210K -593 -48%
SHFG
2169
S Harris Financial Group
Texas
$201K +$224K +632 New
AWM
2170
Athena Wealth Management
Nevada
$201K +$224K +631 New
OFS
2171
OneAscent Financial Services
Alabama
$201K -$529K -1,494 -70%
RIG
2172
Renaissance Investment Group
Massachusetts
$201K +$10.6K +30 +5%
KOMWMG
2173
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$200K +$9.57K +27 +4%
RL
2174
Rogco LP
Oklahoma
$200K +$213K +600 +2,222%
BWA
2175
Basecamp Wealth Advisors
Washington
$199K +$221K +625 New