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Name Holding Trade Value Shares
Change
Change in
Stake
RW
2201
Rede Wealth
Virginia
$457K -$29.3K -73 -6%
HKIM
2202
Hayek Kallen Investment Management
Alabama
$456K +$463K +1,153 New
FWA
2203
FSM Wealth Advisors
Ohio
$456K -$68.6K -171 -13%
CWM
2204
Centurion Wealth Management
Virginia
$456K +$21.7K +54 +5%
PWP
2205
Phillips Wealth Planners
Mississippi
$455K +$29.3K +73 +7%
MCA
2206
MSH Capital Advisors
Arizona
$455K -$38.1K -95 -8%
GSC
2207
Grey Street Capital
Illinois
$455K
LFG
2208
Larson Financial Group
Missouri
$454K +$46.6K +116 +11%
GHA
2209
Granite Harbor Advisors
Texas
$454K -$13.6K -34 -3%
ZIC
2210
ZWJ Investment Counsel
Georgia
$452K +$35.3K +88 +8%
PW
2211
Peninsula Wealth
California
$451K +$42.5K +106 +10%
ACP
2212
Arcus Capital Partners
Georgia
$451K
PFG
2213
Prosperity Financial Group
California
$450K +$16.1K +40 +4%
FFA
2214
Fragasso Financial Advisors
Pennsylvania
$450K +$8.43K +21 +2%
CPM
2215
Connective Portfolio Management
New York
$449K
FIM
2216
Fernwood Investment Management
Massachusetts
$449K
SOW
2217
State of Wyoming
Wyoming
$449K -$672K -1,675 -60%
HCM
2218
Horiko Capital Management
New York
$447K
AAM
2219
Aureus Asset Management
Massachusetts
$446K +$136K +339 +43%
OCM
2220
Objective Capital Management
Ohio
$446K -$10.8K -27 -2%
CCM
2221
Cinctive Capital Management
New York
$446K +$452K +1,126 New
KFGK
2222
Keystone Financial Group (Kentucky)
Kentucky
$445K -$29.7K -74 -6%
LWA
2223
Lineweaver Wealth Advisors
Ohio
$442K +$38.5K +96 +9%
HA
2224
Harfst & Associates
Wyoming
$441K -$50.6K -126 -10%
CCA
2225
Conestoga Capital Advisors
Pennsylvania
$437K