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Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
2951
Heritage Wealth Management (Ohio)
Ohio
$302K +$42.5K +78 +16%
CWM
2952
Cahaba Wealth Management
Georgia
$302K +$17.4K +32 +6%
FAP
2953
Financial Advisory Partners
Florida
$301K – – –
YP
2954
YANKCOM Partnership
South Dakota
$301K +$7.62K +14 +3%
BSC
2955
Brown Shipley & Co
United Kingdom
$300K -$13.6K -25 -4%
YWM
2956
Yoder Wealth Management
California
$299K -$4.9K -9 -2%
CCA
2957
Carrera Capital Advisors
Michigan
$299K +$544 +1 +0.2%
CPIA
2958
Cornell Pochily Investment Advisors
New York
$299K +$4.9K +9 +2%
LB
2959
Legacy Bridge
Iowa
$299K – – –
KPPF
2960
Klein Pavlis & Peasley Financial
California
$298K – – –
AGP
2961
Aspire Growth Partners
Florida
$298K +$287K +527 New
MHC
2962
Meyer Handelman Company
New York
$298K – – –
DWM
2963
Darwin Wealth Management
Florida
$297K – – –
PCWA
2964
Pacific Capital Wealth Advisors
California
$296K – – –
AWA
2965
Alta Wealth Advisors
Massachusetts
$296K +$10.3K +19 +4%
WWC
2966
Waypoint Wealth Counsel
Georgia
$295K +$31K +57 +12%
GKFF
2967
George Kaiser Family Foundation
Oklahoma
$295K +$293K +539 New
PGCM
2968
Prescott Group Capital Management
Oklahoma
$295K +$293K +539 New
GAMC
2969
Garner Asset Management Corp
Texas
$295K -$21.2K -39 -7%
OPCM
2970
Osborne Partners Capital Management
California
$295K – – –
NA
2971
Nautilus Advisors
California
$295K – – –
WF
2972
Wayfinding Financial
Washington
$295K -$2.72K -5 -0.9%
GMA
2973
Glassy Mountain Advisors
Maryland
$293K – – –
IIC
2974
Integrated Investment Consultants
Michigan
$293K +$78.9K +145 +37%
HFP
2975
Holistic Financial Partners
Indiana
$293K +$3.81K +7 +1%