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Name Holding Trade Value Shares
Change
Change in
Stake
TIA
2251
Traphagen Investment Advisors
New Jersey
$233K -$5.35K -25 -2%
NEPPG
2252
New England Professional Planning Group
Rhode Island
$233K +$13.3K +62 +7%
RW
2253
REDW Wealth
New Mexico
$231K
CWM
2254
Cahaba Wealth Management
Georgia
$231K +$20.3K +95 +10%
SHWM
2255
Smith & Howard Wealth Management
Georgia
$230K
MC
2256
Middleton & Co
Massachusetts
$228K -$112K -525 -34%
HWA
2257
Heartwood Wealth Advisors
Virginia
$227K +$217K +1,013 New
DWM
2258
Dakota Wealth Management
Florida
$225K -$1.09M -5,105 -84%
IA
2259
IFG Advisors
Missouri
$225K
PAM
2260
Peak Asset Management
Colorado
$225K
GF
2261
Gries Financial
Ohio
$225K +$209K +978 New
DDPIC
2262
Deroy & Devereaux Private Investment Counsel
Michigan
$224K
WA
2263
Wealth Advisors
California
$224K
WTFG
2264
Wells Trecaso Financial Group
Ohio
$224K
CCM
2265
Chilton Capital Management
Texas
$224K +$3.21K +15 +2%
RWA
2266
RGT Wealth Advisors
Texas
$224K +$8.13K +38 +4%
FCMC
2267
Founders Capital Management (Connecticut)
Connecticut
$224K +$214K +1,000 New
MFW
2268
Meristem Family Wealth
Minnesota
$223K -$169K -789 -44%
EIA
2269
Eastover Investment Advisors
North Carolina
$223K -$5.56K -26 -3%
AA
2270
Alesco Advisors
New York
$223K
CWM
2271
Campbell Wealth Management
Virginia
$223K +$642 +3 +0.3%
BFWA
2272
Benchmark Financial Wealth Advisors
Florida
$222K -$40.8K -191 -16%
NCM
2273
Northwest Capital Management
Oregon
$222K +$642 +3 +0.3%
SEP
2274
Southland Equity Partners
Missouri
$221K +$2.14K +10 +1%
ABTD
2275
Arvest Bank Trust Division
Oklahoma
$220K -$16.7K -78 -7%