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Name Holding Trade Value Shares
Change
Change in
Stake
PM
2751
Phraction Management
Connecticut
$621K +$365 +1 +0.1%
AT
2752
Avalon Trust
New Mexico
$620K +$44.9K +123 +8%
AFP
2753
Alpha Financial Partners
Kentucky
$619K +$7.67K +21 +1%
Vest Financial
2754
Vest Financial
Virginia
$618K +$591K +1,619 New
BBWP
2755
Beacon Bridge Wealth Partners
Pennsylvania
$611K +$13.9K +38 +2%
MWPCG
2756
Measured Wealth Private Client Group
New Hampshire
$609K – – –
CIC
2757
Concord Investment Counsel
California
$609K +$580K +1,587 New
AL
2758
ADE LLC
Maryland
$609K +$5.84K +16 +1%
SDJVC
2759
St. Denis J. Villere & Co
Louisiana
$606K -$5.48K -15 -0.9%
FCA
2760
Fortis Capital Advisors
Kansas
$606K +$115K +314 +25%
SFA
2761
Source Financial Advisors
New York
$605K +$5.84K +16 +1%
FI
2762
FIDELIS iM
Oregon
$605K +$2.92K +8 +0.5%
Legacy Financial Group (Iowa)
2763
Legacy Financial Group (Iowa)
Iowa
$604K +$576K +1,576 New
HC
2764
Hara Capital
Washington
$604K – – –
LFP
2765
Lakeshore Financial Planning
Michigan
$603K +$12.4K +34 +2%
QFA
2766
Quantum Financial Advisors
California
$602K -$5.48K -15 -0.9%
HFS
2767
Heritage Financial Services
Massachusetts
$600K +$32.1K +88 +6%
CCG
2768
Coastwise Capital Group
California
$600K +$1.83K +5 +0.3%
Truepoint Inc
2769
Truepoint Inc
Ohio
$598K -$389K -1,064 -41%
EDRIA
2770
Edmonds Duncan Registered Investment Advisors
Kansas
$598K -$18.3K -50 -3%
CWA
2771
Clarus Wealth Advisors
Arizona
$597K +$622K +1,703 New
WBCM
2772
Wilson & Boucher Capital Management
California
$597K +$38.4K +105 +7%
VAF
2773
Values Added Financial
District of Columbia
$594K – – –
TAM
2774
Titleist Asset Management
Texas
$594K +$58.8K +161 +12%
PIAS
2775
PCA Investment Advisory Services
Ohio
$593K +$4.02K +11 +0.7%