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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1776
Davis Wealth Advisors
New Hampshire
$383K – – –
WFA
1777
Wade Financial Advisory
California
$382K -$11.8K -60 -3%
SCP
1778
Shorepoint Capital Partners
Massachusetts
$382K +$375K +1,906 New
MSWMA
1779
Market Street Wealth Management Advisors
Indiana
$381K +$20.5K +104 +6%
CCAM
1780
Cascades Capital Asset Management
North Carolina
$381K – – –
GSWM
1781
Golden State Wealth Management
California
$379K +$76.3K +388 +26%
HFF
1782
Halter Ferguson Financial
Indiana
$378K +$787 +4 +0.2%
FAG
1783
Fortitude Advisory Group
Washington
$377K -$17.9K -91 -4%
SCM
1784
Sebold Capital Management
Illinois
$377K +$40.1K +204 +12%
SXL
1785
Summit X LLC
Missouri
$377K -$1.18K -6 -0.3%
DFG
1786
Dupree Financial Group
Kentucky
$377K – – –
WCWM
1787
Willow Creek Wealth Management
California
$376K -$24.6K -125 -6%
SouthState Corp
1788
SouthState Corp
Florida
$375K +$201K +1,020 +119%
VHAM
1789
Van Hulzen Asset Management
California
$375K +$2.36K +12 +0.6%
CWA
1790
Centerline Wealth Advisors
Kentucky
$375K -$24.6K -125 -6%
PFM
1791
Peak Financial Management
Massachusetts
$374K -$98.2K -499 -21%
EA
1792
Everpar Advisors
Oklahoma
$373K +$116K +588 +46%
MCM
1793
MV Capital Management
Maryland
$373K +$2.75K +14 +0.8%
MWA
1794
Medallion Wealth Advisors
Connecticut
$372K +$37K +188 +11%
FC
1795
Financial Council
Maryland
$370K – – –
BIP Wealth
1796
BIP Wealth
Georgia
$370K +$80.7K +410 +29%
JJBC
1797
James J. Burns & Company
New York
$369K – – –
MIM
1798
Meixler Investment Management
Arizona
$369K -$52.1K -265 -13%
SHGA
1799
Sand Hill Global Advisors
California
$369K -$1.77K -9 -0.5%
BRG
1800
Bay Rivers Group
Virginia
$369K +$363K +1,843 New