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Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2176
Arvest Trust
Oklahoma
$916K +$2.57K +8 +0.3%
RCG
2177
Regatta Capital Group
California
$916K -$32.2K -100 -3%
EWA
2178
Etesian Wealth Advisors
Oregon
$915K -$101K -315 -9%
MIH
2179
Meitav Investment House
Israel
$915K -$233K -724 -19%
SHFA
2180
SC&H Financial Advisors
Maryland
$913K -$14.8K -46 -2%
FWM
2181
Fingerlakes Wealth Management
New York
$912K -$12.2K -38 -1%
CFG
2182
Carr Financial Group
Massachusetts
$912K +$178K +555 +22%
TI
2183
Truepoint Inc
Ohio
$911K +$412K +1,282 +74%
MFC
2184
Mechanics Financial Corp
Ohio
$909K +$19.3K +60 +2%
MSWM
2185
McGlone Suttner Wealth Management
Wisconsin
$909K +$90K +280 +10%
SAA
2186
Southeast Asset Advisors
Georgia
$906K +$965 +3 +0.1%
MCM
2187
Mendel Capital Management
Arkansas
$905K +$1.29K +4 +0.1%
ECM
2188
Elgethun Capital Management
South Dakota
$905K +$34.4K +107 +4%
WAM
2189
Walker Asset Management
Missouri
$905K -$19.3K -60 -2%
PWP
2190
Phillips Wealth Planners
Mississippi
$902K +$22.8K +71 +2%
BCM
2191
Boltwood Capital Management
California
$900K -$40.2K -125 -4%
PCS
2192
Personal CFO Solutions
New Jersey
$899K +$35.7K +111 +4%
CIA
2193
Cladis Investment Advisory
Montana
$884K +$129K +400 +16%
LAM
2194
L2 Asset Management
Massachusetts
$881K -$829K -2,577 -98%
FDS
2195
Freedom Day Solutions
Texas
$879K -$11.6K -36 -1%
WFAG
2196
Worth Financial Advisory Group
North Carolina
$877K +$93.9K +292 +11%
GFP
2197
Guardian Financial Partners
California
$877K -$25.4K -79 -3%
BBNB
2198
Baker Boyer National Bank
Washington
$876K +$378K +1,175 +68%
CGH
2199
CMG Global Holdings
Texas
$876K +$322 +1 +0%
NAS
2200
NWF Advisory Services
California
$876K -$56K -174 -6%
86 87
88
89 90