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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
2751
Keebeck Wealth Management
Illinois
$244K +$15.7K +52 +7%
Copeland Capital Management
2752
Copeland Capital Management
Pennsylvania
$243K – – –
MSF
2753
Mustard Seed Financial
Arkansas
$243K – – –
BC
2754
Bayforest Capital
United Kingdom
$243K +$122K +404 +105%
SIG
2755
Sky Investment Group
Connecticut
$242K -$40K -133 -14%
SLT
2756
St Louis Trust
Missouri
$242K – – –
ADL
2757
Asset Dedication LLC
California
$242K +$101K +336 +75%
KFAS
2758
Keating Financial Advisory Services
Kansas
$241K +$235K +781 New
FI
2759
Financial Insights
Washington
$240K – – –
BWS
2760
Buck Wealth Strategies
Colorado
$240K +$235K +780 New
PFA
2761
Providence Financial Advisors
Kansas
$240K +$234K +778 New
TWM
2762
Tradition Wealth Management
Minnesota
$239K +$21.1K +70 +10%
LWA
2763
Lantern Wealth Advisors
New York
$239K +$234K +777 New
LRWA
2764
Long Run Wealth Advisors
New York
$239K +$301 +1 +0.1%
TSS
2765
Taylor Securities Services
Pennsylvania
$239K +$233K +775 New
RWA
2766
Rooted Wealth Advisors
Illinois
$238K +$15.4K +51 +7%
CCAL
2767
City Center Advisors LLC
Michigan
$238K +$232K +771 New
SWA
2768
Strata Wealth Advisors
Texas
$237K -$51.2K -170 -18%
CM
2769
Cercano Management
Washington
$237K – – –
CHWM
2770
Cauble & Harre Wealth Management
Missouri
$237K +$231K +768 New
TWA
2771
Talisman Wealth Advisors
New Jersey
$237K -$10.8K -36 -4%
VMMC
2772
V.M. Manning & Co
South Carolina
$237K -$2.11M -7,022 -90%
ACC
2773
Acorn Creek Capital
Colorado
$237K +$903 +3 +0.4%
YWM
2774
Yoder Wealth Management
California
$236K – – –
NWAG
2775
Net Worth Advisory Group
Utah
$236K +$230K +765 New