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Name Holding Trade Value Shares
Change
Change in
Stake
NRC
2051
New Republic Capital
North Carolina
$895K +$450K +1,501 +99%
DOA
2052
D'Orazio & Associates
Virginia
$895K +$12.3K +41 +1%
MWM
2053
Mindset Wealth Management
Indiana
$894K +$90.7K +303 +11%
EGWAG
2054
Elwood & Goetz Wealth Advisory Group
Georgia
$893K +$267K +893 +42%
WJA
2055
Willis Johnson & Associates
Texas
$892K +$67.7K +226 +8%
KLWA
2056
Kelly Lawrence W & Associates
California
$891K
TBFA
2057
Three Bearings Fiduciary Advisors
New Hampshire
$890K +$869K +2,902 New
HTIM
2058
Harbour Trust & Investment Management
Indiana
$888K -$2.4K -8 -0.3%
PPW
2059
Pasadena Private Wealth
California
$887K
SPL
2060
Smart Portfolios LLC
Washington
$884K -$18K -60 -2%
FWA
2061
FORM Wealth Advisors
Wisconsin
$883K +$893K +2,982 New
MFS
2062
Mattson Financial Services
Michigan
$883K -$11.4K -38 -1%
CAWM
2063
Capital Advisors Wealth Management
Washington
$882K +$6.29K +21 +0.7%
EGA
2064
E&G Advisors
Texas
$882K
PP
2065
Pearl Planning
Michigan
$882K +$892K +2,977 New
CFA
2066
Cahill Financial Advisors
Minnesota
$877K -$109K -364 -11%
Fiera Capital (Canada)
2067
Fiera Capital (Canada)
Quebec, Canada
$877K +$300K +1,002 +51%
FFO
2068
Fiduciary Family Office
Florida
$875K -$167K -559 -16%
OC
2069
Oakworth Capital
Alabama
$874K +$85.1K +284 +11%
BDFN
2070
Bond & Devick Financial Network
Minnesota
$869K +$20.1K +67 +2%
CHC
2071
City Holding Co
West Virginia
$869K -$158K -527 -15%
PAS
2072
Professional Advisory Services
Florida
$869K
CBB
2073
Citizens Business Bank
California
$869K -$898 -3 -0.1%
PSB
2074
Piscataqua Savings Bank
New Hampshire
$868K
WKWM
2075
Walter & Keenan Wealth Management
Indiana
$867K +$15.3K +51 +2%