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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
2251
TRUE Private Wealth Advisors
Oregon
$276K – – –
WI
2252
Wintrust Investments
Illinois
$276K – – –
PL
2253
Parthenon LLC
Kentucky
$274K – – –
HCM
2254
Highview Capital Management
Illinois
$274K +$3.44K +10 +1%
Cohen & Steers
2255
Cohen & Steers
New York
$273K -$8.27K -24 -3%
HGERS
2256
Householder Group Estate & Retirement Specialist
Arizona
$273K -$7.23K -21 -2%
MW
2257
MBL Wealth
North Carolina
$272K -$64.4K -187 -18%
HCA
2258
Heck Capital Advisors
Wisconsin
$271K – – –
CCM
2259
Compton Capital Management
Rhode Island
$270K -$771K -2,240 -72%
LCM
2260
LVM Capital Management
Michigan
$270K -$6.89K -20 -2%
ST
2261
Somerset Trust
Pennsylvania
$270K +$16.9K +49 +6%
ACP
2262
Aveo Capital Partners
Colorado
$269K -$22.4K -65 -7%
HA
2263
Hamel Associates
New Jersey
$268K – – –
HVM
2264
Harvest Volatility Management
Connecticut
$267K +$40.6K +118 +16%
FWA
2265
FSM Wealth Advisors
Ohio
$267K +$261K +758 New
OBWG
2266
Onyx Bridge Wealth Group
New York
$267K +$267K +775 New
FAG
2267
Fortitude Advisory Group
Washington
$266K -$44.8K -130 -13%
AFAS
2268
Acorn Financial Advisory Services
Virginia
$265K -$49.6K -144 -15%
FCMT
2269
Founders Capital Management (Texas)
Texas
$265K – – –
MCM
2270
Monument Capital Management
Virginia
$265K +$289K +840 New
WDC
2271
Woodward Diversified Capital
California
$262K -$29.6K -86 -9%
MF
2272
Montis Financial
Massachusetts
$260K -$5.17K -15 -2%
TI
2273
Truepoint Inc
Ohio
$260K +$284K +825 New
PW
2274
Peninsula Wealth
California
$259K -$36.5K -106 -11%
PB
2275
Pinnacle Bancorp
Nebraska
$259K – – –