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Name Holding Trade Value Shares
Change
Change in
Stake
RCG
2176
Regatta Capital Group
California
$916K -$32.2K -100 -3%
EWA
2177
Etesian Wealth Advisors
Oregon
$915K -$101K -315 -9%
Meitav Investment House
2178
Meitav Investment House
Israel
$915K -$233K -724 -19%
SHFA
2179
SC&H Financial Advisors
Maryland
$913K -$14.8K -46 -2%
FWM
2180
Fingerlakes Wealth Management
New York
$912K -$12.2K -38 -1%
CFG
2181
Carr Financial Group
Massachusetts
$912K +$178K +555 +22%
Truepoint Inc
2182
Truepoint Inc
Ohio
$911K +$412K +1,282 +74%
MFC
2183
Mechanics Financial Corp
Ohio
$909K +$19.3K +60 +2%
MSWM
2184
McGlone Suttner Wealth Management
Wisconsin
$909K +$90K +280 +10%
SAA
2185
Southeast Asset Advisors
Georgia
$906K +$965 +3 +0.1%
MCM
2186
Mendel Capital Management
Arkansas
$905K +$1.29K +4 +0.1%
ECM
2187
Elgethun Capital Management
South Dakota
$905K +$34.4K +107 +4%
WAM
2188
Walker Asset Management
Missouri
$905K -$19.3K -60 -2%
PWP
2189
Phillips Wealth Planners
Mississippi
$902K +$22.8K +71 +2%
BCM
2190
Boltwood Capital Management
California
$900K -$40.2K -125 -4%
PCS
2191
Personal CFO Solutions
New Jersey
$899K +$35.7K +111 +4%
CIA
2192
Cladis Investment Advisory
Montana
$884K +$129K +400 +16%
LAM
2193
L2 Asset Management
Massachusetts
$881K -$829K -2,577 -98%
FDS
2194
Freedom Day Solutions
Texas
$879K -$11.6K -36 -1%
WFAG
2195
Worth Financial Advisory Group
North Carolina
$877K +$93.9K +292 +11%
GFP
2196
Guardian Financial Partners
California
$877K -$25.4K -79 -3%
BBNB
2197
Baker Boyer National Bank
Washington
$876K +$378K +1,175 +68%
CGH
2198
CMG Global Holdings
Texas
$876K +$322 +1 +0%
NAS
2199
NWF Advisory Services
California
$876K -$56K -174 -6%
FUBT
2200
First United Bank & Trust
Maryland
$875K -$19.9K -62 -2%