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Name Holding Trade Value Shares
Change
Change in
Stake
BF
651
Blankinship & Foster
California
$267K
AF
652
Aviso Financial
Ontario, Canada
$266K +$4.99K +92 +2%
VDC
653
Van Diest Capital
Iowa
$264K +$259K +4,777 New
WCA
654
Whetstone Capital Advisors
Kansas
$263K +$3.63K +67 +1%
BBHC
655
Brown Brothers Harriman & Co
New York
$260K -$65.2K -1,203 -20%
Invesco
656
Invesco
Georgia
$259K +$254K +4,690 New
MAS
657
Meeder Advisory Services
Ohio
$258K -$46K -849 -15%
KLCM
658
KG&L Capital Management
Louisiana
$258K -$419K -7,723 -61%
GIA
659
Guyasuta Investment Advisors
Pennsylvania
$258K +$163 +3 +0.1%
GHA
660
GW Henssler & Associates
Georgia
$257K
CPA
661
Capital Performance Advisors
California
$257K +$21.3K +393 +9%
PWC
662
Pathfinder Wealth Consulting
North Carolina
$256K -$3.52K -65 -1%
KCPG
663
Kavar Capital Partners Group
Kansas
$254K
RG
664
Rathbones Group
United Kingdom
$253K
TWP
665
Tempus Wealth Planning
California
$252K
IPAM
666
Investment Partners Asset Management
New Jersey
$252K -$406K -7,485 -62%
RPC
667
Rossmore Private Capital
Connecticut
$252K
SIA
668
Soltis Investment Advisors
Utah
$251K +$247K +4,549 New
SW
669
Simplicity Wealth
New Jersey
$251K -$182K -3,354 -42%
OFO
670
OneAscent Family Office
Alabama
$251K +$246K +4,541 New
NFSG
671
Newbridge Financial Services Group
Florida
$250K +$28.7K +530 +13%
CCIA
672
Campbell & Co Investment Adviser
Maryland
$250K -$2.73M -50,456 -92%
WQ
673
Wealth Quarterback
New Jersey
$247K +$1.79K +33 +0.7%
PCA
674
Pallas Capital Advisors
Massachusetts
$247K +$242K +4,471 New
NAM
675
NTV Asset Management
West Virginia
$246K -$8.99K -166 -4%