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Name Holding Trade Value Shares
Change
Change in
Stake
KL
826
Keenan LLC
Massachusetts
$280K +$210K +1,729 New
WC
827
Waterloo Capital
Texas
$280K +$209K +1,726 New
AWM
828
Aprio Wealth Management
Georgia
$278K +$208K +1,716 New
AHL
829
Abel Hall LLC
Louisiana
$278K +$208K +1,713 New
BCA
830
Bay Colony Advisors
Massachusetts
$276K +$207K +1,703 New
WBCM
831
Wilson & Boucher Capital Management
California
$276K +$206K +1,700 New
WPC
832
Wedmont Private Capital
Pennsylvania
$274K +$244K +2,014 New
JTWM
833
Jackson Thornton Wealth Management
Alabama
$273K +$204K +1,683 New
ATC
834
Argent Trust Co
Tennessee
$271K +$203K +1,671 New
4WM
835
44 Wealth Management
Oregon
$269K +$201K +1,660 New
FNBOO
836
First National Bank of Omaha
Nebraska
$267K +$200K +1,650 New
V
837
VeraBank
Texas
$267K +$200K +1,645 New
SDWMA
838
Schneider Downs Wealth Management Advisors
Pennsylvania
$266K +$199K +1,641 New
CCG
839
Cypress Capital Group
Florida
$266K +$199K +1,640 New
MWM
840
MOKAN Wealth Management
Kansas
$264K -$988K -8,149 -83%
OS
841
Objectivity Squared
South Carolina
$261K +$195K +1,610 New
AA
842
Alta Advisers
United Kingdom
$261K +$195K +1,609 New
TVPW
843
Third View Private Wealth
Connecticut
$261K +$195K +1,608 New
SPIA
844
Steward Partners Investment Advisory
New York
$259K -$54.3K -448 -22%
RWP
845
RWA Wealth Partners
Massachusetts
$259K +$194K +1,601 New
SIS
846
Strategic Investment Solutions
Illinois
$259K +$194K +1,600 New
DAS
847
Diversify Advisory Services
Utah
$259K +$270K +2,230 New
DWM
848
Diversify Wealth Management
Utah
$259K +$270K +2,230 New
PCS
849
Personal CFO Solutions
New Jersey
$256K +$192K +1,582 New
Federated Hermes
850
Federated Hermes
Pennsylvania
$256K -$3.36M -27,689 -95%