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Name Holding Trade Value Shares
Change 		Change in
Stake
FH
1876
FWG Holdings
Florida
$667K -$2.16K -6 -0.3%
SHFA
1877
SS&H Financial Advisors
Michigan
$667K +$671K +1,866 New
LAS
1878
LWM Advisory Services
Florida
$666K +$82.7K +230 +14%
MHS
1879
M Holdings Securities
Oregon
$666K +$669K +1,862 New
VBCG
1880
Valley Brook Capital Group
Pennsylvania
$662K – – –
BBNB
1881
Baker Boyer National Bank
Washington
$661K – – –
PPP
1882
Private Portfolio Partners
New Jersey
$659K +$11.9K +33 +2%
MAM
1883
Morse Asset Management
Connecticut
$659K -$44.9K -125 -6%
OPA
1884
Old Port Advisors
Maine
$659K +$12.2K +34 +2%
WA
1885
Wealth Architects
California
$658K +$42.4K +118 +7%
JSW
1886
Journey Strategic Wealth
New Jersey
$655K +$10.4K +29 +2%
CPA
1887
Capital Planning Advisors
California
$652K -$1.44K -4 -0.2%
RHAM
1888
Round Hill Asset Management
California
$650K +$654K +1,820 New
VCP
1889
Verus Capital Partners
Arizona
$650K +$673K +1,872 New
RCM
1890
Radnor Capital Management
Pennsylvania
$648K -$27K -75 -4%
PPWM
1891
Paragon Private Wealth Management
Kentucky
$648K +$37.7K +105 +6%
AP
1892
Americana Partners
Texas
$647K +$62.6K +174 +10%
T
1893
TCWP
Ohio
$643K -$118K -328 -15%
WA
1894
WBH Advisory
Maryland
$642K +$108K +300 +22%
TCWM
1895
Total Clarity Wealth Management
Illinois
$638K -$2.52K -7 -0.4%
BFO
1896
Boston Family Office
Massachusetts
$636K – – –
CIC
1897
Crawford Investment Counsel
Georgia
$636K +$719 +2 +0.1%
DWM
1898
Darwin Wealth Management
Florida
$636K +$1.8K +5 +0.3%
TNBTD
1899
Trustmark National Bank Trust Department
Mississippi
$636K +$10.8K +30 +2%
WTA
1900
Washington Trust Advisors
Massachusetts
$635K -$48.5K -135 -7%
74 75
76
77 78