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Name Holding Trade Value Shares
Change
Change in
Stake
MEAC
1701
M.E. Allison & Co
Texas
$235K – – –
B
1702
Bedminster
South Carolina
$234K – – –
TPA
1703
Trivium Point Advisory
Connecticut
$234K +$257K +1,613 New
NG
1704
Navigation Group
California
$234K +$257K +1,612 New
KW
1705
KWB Wealth
California
$234K -$278K -1,745 -54%
CBT
1706
Central Bank & Trust
Kentucky
$234K – – –
PE
1707
PCM Encore
Colorado
$233K +$3.98K +25 +2%
MCM
1708
Monument Capital Management
Virginia
$233K -$19.4K -122 -7%
LMR Partners
1709
LMR Partners
United Kingdom
$233K +$255K +1,601 New
AG
1710
Advocate Group
Minnesota
$232K -$24.2K -152 -9%
HZ
1711
Hixon Zuercher
Ohio
$232K – – –
RA
1712
Ruggaard & Associates
Ohio
$232K – – –
OIMU
1713
Osmosis Investment Management UK
United Kingdom
$232K +$254K +1,596 New
IIL
1714
Income Insurance Ltd
$232K – – –
WA
1715
Wealth Architects
California
$231K +$3.66K +23 +1%
TWM
1716
Trueblood Wealth Management
Ohio
$231K +$159 +1 +0.1%
WMA
1717
West Michigan Advisors
Michigan
$231K -$1.59K -10 -0.6%
CWG
1718
Cornerstone Wealth Group
North Carolina
$231K +$1.43K +9 +0.6%
VWA
1719
Visionary Wealth Advisors
Illinois
$230K -$15.9K -100 -6%
HAS
1720
Holland Advisory Services
Florida
$230K – – –
EW
1721
Enzi Wealth
Texas
$230K -$955 -6 -0.4%
VBFP
1722
Valtinson Bruner Financial Planning
Minnesota
$230K -$1.59K -10 -0.6%
AFT
1723
Alpha Family Trust
California
$229K – – –
SFS
1724
Summit Financial Strategies
Ohio
$229K – – –
PWP
1725
Ponta Wealth Partners
Florida
$229K -$955 -6 -0.4%