Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1626
Capital Performance Advisors
California
$298K +$297K +627 New
QFW
1627
QTR Family Wealth
Florida
$297K +$296K +626 New
TSMHT
1628
Thurston Springer Miller Herd & Titak
Indiana
$297K -$4.02M -8,483 -93%
SFS
1629
Stiles Financial Services
Minnesota
$297K +$473 +1 +0.2%
NWM
1630
Northcape Wealth Management
New York
$296K -$947 -2 -0.3%
MWA
1631
Motive Wealth Advisors
Michigan
$295K +$1.89K +4 +0.6%
HFS
1632
Hoge Financial Services
Pennsylvania
$293K +$8.99K +19 +3%
ITIM
1633
Indiana Trust & Investment Management
Indiana
$292K – – –
AWA
1634
Aletheian Wealth Advisors
Washington
$291K +$473 +1 +0.2%
KBFS
1635
Kohmann Bosshard Financial Services
Ohio
$291K – – –
WPP
1636
Whalerock Point Partners
Rhode Island
$288K – – –
SWIM
1637
Smallwood Wealth Investment Management
New Jersey
$288K – – –
AA
1638
Auxano Advisors
Washington
$287K -$28.9K -61 -9%
FWCM
1639
Ferguson Wellman Capital Management
Oregon
$287K +$286K +604 New
HFS
1640
Haverford Financial Services
Pennsylvania
$287K +$286K +604 New
TWA
1641
Talisman Wealth Advisors
New Jersey
$286K – – –
AC
1642
Asio Capital
Kentucky
$285K +$4.26K +9 +2%
CIP
1643
Convergence Investment Partners
Florida
$285K – – –
AWAP
1644
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$285K – – –
ETS
1645
ESL Trust Services
New York
$285K – – –
FCCM
1646
First City Capital Management
Georgia
$285K – – –
SCA
1647
Sulzberger Capital Advisors
Florida
$285K – – –
TPF
1648
Tribridge Partners Financial
Maryland
$285K -$473 -1 -0.2%
MMA
1649
Mizuho Markets Americas
New York
$284K -$10.9K -23 -4%
LFG
1650
Lockerman Financial Group
California
$284K -$9.94K -21 -3%