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Name Holding Trade Value Shares
Change 		Change in
Stake
PT
2951
Plimoth Trust
Massachusetts
$810K – – –
RWP
2952
Ridgecrest Wealth Partners
California
$809K -$2.92K -6 -0.4%
RWMG
2953
Redwood Wealth Management Group
New Jersey
$809K +$233K +479 +43%
MPW
2954
Monterey Private Wealth
California
$808K +$108K +223 +16%
RW
2955
REDW Wealth
New Mexico
$807K +$486 +1 +0.1%
SWM
2956
Seed Wealth Management
Illinois
$807K – – –
RCM
2957
Radnor Capital Management
Pennsylvania
$804K – – –
HWA
2958
HHM Wealth Advisors
Tennessee
$804K +$183K +377 +31%
NCTC
2959
New Covenant Trust Company
Indiana
$803K -$27.2K -56 -3%
EIC
2960
Equity Investment Corp
Georgia
$802K -$35K -72 -4%
SDH
2961
Sloy Dahl & Holst
Washington
$801K – – –
PCM
2962
Pennsylvania Capital Management
Pennsylvania
$800K – – –
OFA
2963
Oak Family Advisors
Illinois
$799K -$46.7K -96 -6%
NWM
2964
Napa Wealth Management
California
$798K +$510K +1,049 +197%
GA
2965
Goldstein Advisors
Wisconsin
$794K +$38.4K +79 +5%
HWA
2966
Heritage Wealth Advisors
Virginia
$793K -$103K -212 -12%
RH
2967
RFG Holdings
Texas
$792K +$251K +517 +49%
AAM
2968
Austin Asset Management
Texas
$792K +$11.7K +24 +2%
EP
2969
EPIQ Partners
Minnesota
$792K -$29.2K -60 -4%
BPFA
2970
Barnes Pettey Financial Advisors
Mississippi
$791K – – –
RIM
2971
Rockbridge Investment Management
New York
$791K -$27.2K -56 -3%
KFA
2972
Krane Funds Advisors
New York
$791K -$4.86K -10 -0.6%
EDRIA
2973
Edmonds Duncan Registered Investment Advisors
Kansas
$789K – – –
RWRC
2974
R.W. Roge & Company
New York
$789K -$25.8K -53 -3%
XF
2975
XML Financial
Maryland
$789K +$40.8K +84 +6%
117 118
119
120 121