Name Holding Trade Value Shares
Change
Change in
Stake
MCG
2351
McCollum Christoferson Group
New York
$524K – – –
MF
2352
Meridian Financial
Massachusetts
$524K – – –
MC
2353
Middleton & Co
Massachusetts
$524K – – –
HPBT
2354
Hickory Point Bank & Trust
Illinois
$523K -$14.9K -58 -3%
SPWM
2355
Spartan Planning & Wealth Management
North Carolina
$523K +$13.7K +53 +3%
RCM
2356
Raleigh Capital Management
North Carolina
$521K -$111K -431 -20%
TSWM
2357
Triangle Securities Wealth Management
North Carolina
$519K – – –
MWM
2358
Mattern Wealth Management
Kansas
$519K – – –
CFGA
2359
Cambridge Financial Group (Arizona)
Arizona
$519K – – –
MW
2360
Maia Wealth
Colorado
$519K +$25.5K +99 +6%
NWMG
2361
Nicholson Wealth Management Group
South Carolina
$518K -$5.93K -23 -1%
CSPIA
2362
Cary Street Partners Investment Advisory
Virginia
$517K +$80.4K +312 +22%
HWA
2363
HCR Wealth Advisors
California
$517K -$77.3K -300 -15%
CCM
2364
Coerente Capital Management
Ontario, Canada
$516K – – –
WAM
2365
Worth Asset Management
Texas
$516K -$69K -268 -13%
PTB
2366
Pioneer Trust Bank
Oregon
$515K – – –
EA
2367
Everpar Advisors
Oklahoma
$515K +$7.73K +30 +2%
JPWM
2368
Jamison Private Wealth Management
Georgia
$514K +$1.55K +6 +0.3%
MA
2369
MAS Advisors
Florida
$514K +$1.29K +5 +0.3%
FFO
2370
Fortitude Family Office
Arizona
$514K -$278K -1,080 -38%
JWM
2371
JGP Wealth Management
Oregon
$512K +$77K +299 +21%
BWG
2372
Berry Wealth Group
Texas
$512K +$4.12K +16 +0.9%
WSWA
2373
Warren Street Wealth Advisors
California
$512K +$215K +836 +93%
HS
2374
Horan Securities
United States
$510K +$46.4K +180 +12%
TFP
2375
Triune Financial Partners
Kansas
$510K +$1.55K +6 +0.3%