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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
2501
Gibson Wealth Advisors
Texas
$373K – – –
IR
2502
IAT Reinsurance
New York
$373K – – –
NSCM
2503
New South Capital Management
Tennessee
$373K – – –
SLG
2504
Stanley-Laman Group
Pennsylvania
$373K – – –
SSWG
2505
Seven Springs Wealth Group
Tennessee
$371K +$50.1K +205 +16%
GSWA
2506
Good Steward Wealth Advisors
Tennessee
$371K +$364K +1,490 New
WF
2507
Whelan Financial
California
$370K -$14.4K -59 -4%
GPA
2508
Guerra Pan Advisors
New Jersey
$370K – – –
CWS
2509
Cypress Wealth Services
California
$370K +$7.09K +29 +2%
CA
2510
Cambridge Advisors
Nebraska
$369K – – –
NCM
2511
Nelson Capital Management
California
$369K – – –
EGWAG
2512
Elwood & Goetz Wealth Advisory Group
Georgia
$369K +$14.4K +59 +4%
DA
2513
Detalus Advisors
Missouri
$369K +$2.2K +9 +0.6%
NC
2514
North Capital
Utah
$369K +$363K +1,483 New
MAM
2515
Marotta Asset Management
Virginia
$367K +$25.2K +103 +7%
SIM
2516
Seaview Investment Managers
Florida
$366K +$360K +1,472 New
GMFG
2517
Greater Midwest Financial Group
Minnesota
$366K +$22.3K +91 +7%
BOM
2518
Bank of Marin
California
$365K +$6.85K +28 +2%
FA
2519
Fiducient Advisors
Illinois
$363K -$51.6K -211 -13%
BMO
2520
Beck Mack & Oliver
New York
$363K – – –
CA
2521
CWC Advisors
Oregon
$363K +$357K +1,459 New
CCG
2522
Coastwise Capital Group
California
$362K -$896K -3,665 -72%
AWP
2523
Abacus Wealth Partners
California
$362K +$29.6K +121 +9%
HI
2524
Humankind Investments
New York
$361K -$90.3K -369 -20%
TAM
2525
Titleist Asset Management
Texas
$361K +$4.89K +20 +1%