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Name Holding Trade Value Shares
Change
Change in
Stake
EBSAM
3001
Eubel Brady & Suttman Asset Management
Ohio
$251K +$7.04K +26 +3%
SWA
3002
ShankerValleau Wealth Advisors
Illinois
$251K – – –
PW
3003
PUREfi Wealth
Massachusetts
$251K +$8.93K +33 +3%
CA
3004
CGN Advisors
Kansas
$251K +$10K +37 +4%
MSA
3005
Marathon Strategic Advisors
Pennsylvania
$250K – – –
MFS
3006
Mirabella Financial Services
United Kingdom
$250K +$280K +1,033 New
CTC
3007
Cetera Trust Company
Minnesota
$250K – – –
TP
3008
Thayer Partners
Pennsylvania
$250K +$1.35K +5 +0.5%
AAM
3009
Austin Asset Management
Texas
$250K +$3.79K +14 +1%
NCTC
3010
New Covenant Trust Company
Indiana
$250K +$33.8K +125 +14%
MG
3011
McHugh Group
Ohio
$249K – – –
CA
3012
Crane Advisory
California
$249K – – –
BHWM
3013
Beaird Harris Wealth Management
Texas
$249K -$13.5K -50 -5%
ACA
3014
Aspire Capital Advisors
Washington
$249K -$4.87K -18 -2%
LI
3015
LifeWealth Investments
Florida
$249K -$138K -510 -33%
TPWA
3016
Twin Peaks Wealth Advisors
California
$249K +$5.41K +20 +2%
AP
3017
Advisortrust Partners
North Carolina
$248K -$324K -1,198 -54%
DV Trading
3018
DV Trading
Illinois
$248K +$191K +705 +220%
BCP
3019
Berkeley Capital Partners
Georgia
$248K -$754K -2,787 -73%
BEW
3020
Burton Enright Welch
California
$248K -$80.9K -299 -23%
TS
3021
TradeWell Securities
Indiana
$247K +$1.62K +6 +0.6%
CA
3022
Calton & Associates
Florida
$247K -$57.4K -212 -17%
Truepoint Inc
3023
Truepoint Inc
Ohio
$247K +$2.17K +8 +0.8%
ORAM
3024
One River Asset Management
Connecticut
$247K +$272K +1,007 +10,070%
PCWA
3025
Pacific Capital Wealth Advisors
California
$246K +$5.68K +21 +2%