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Name Holding Trade Value Shares
Change
Change in
Stake
OHWA
1276
Oak Hill Wealth Advisors
Virginia
$378K +$360K +3,695 New
RDWM
1277
Red Door Wealth Management
Tennessee
$375K -$92.1K -945 -20%
BMCM
1278
Burns Matteson Capital Management
New York
$375K -$77.2K -792 -18%
CA
1279
Crewe Advisors
Utah
$374K +$21.3K +219 +6%
OFS
1280
OneAscent Financial Services
Alabama
$374K -$69.9K -717 -16%
SCI
1281
Silver Coast Investments
United States
$372K -$14.3K -147 -4%
CBTWT
1282
Community Bank & Trust (Waco, Texas)
Texas
$372K -$69.7K -715 -16%
MCM
1283
MV Capital Management
Maryland
$371K -$63.6K -652 -15%
KIG
1284
Kowal Investment Group
Wisconsin
$371K -$66.4K -681 -16%
MMG
1285
Monetary Management Group
Missouri
$370K -$86.8K -890 -20%
RFA
1286
Register Financial Advisors
Georgia
$370K -$184K -1,883 -34%
IF
1287
Insight Folios
North Carolina
$370K -$54.7K -561 -13%
HCMT
1288
Highland Capital Management (Tennessee)
Tennessee
$370K -$69.1K -709 -16%
WA
1289
WBH Advisory
Maryland
$370K -$100K -1,029 -22%
JEST
1290
JTC Employer Solutions Trustee
Jersey
$369K -$69.1K -709 -16%
PB
1291
Pinnacle Bancorp
Nebraska
$369K -$66.7K -684 -16%
CA
1292
CapWealth Advisors
Tennessee
$368K -$104K -1,065 -23%
FNWA
1293
Financial Network Wealth Advisors
Utah
$366K -$71.2K -730 -17%
ATC
1294
Adirondack Trust Company
New York
$365K -$56.3K -578 -14%
Members Trust
1295
Members Trust
Florida
$365K -$68.3K -701 -16%
EWM
1296
Empirical Wealth Management
Washington
$365K +$348K +3,570 New
CF
1297
Clarity Financial
Texas
$365K +$348K +3,568 New
WAS
1298
Winch Advisory Services
Wisconsin
$364K -$68.1K -699 -16%
PWA
1299
Prairie Wealth Advisors
Nebraska
$364K -$97.8K -1,003 -22%
GLLW
1300
Graves Light Lenhart Wealth
Virginia
$363K -$68.9K -707 -16%