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Name Holding Trade Value Shares
Change
Change in
Stake
WHC
1726
Wulff, Hansen & Co
California
$240K – – –
RMCM
1727
Reynders McVeigh Capital Management
Massachusetts
$240K -$13.1K -89 -5%
RTC
1728
Riverview Trust Company
Washington
$240K -$1.76K -12 -0.7%
PFS
1729
Prospect Financial Services
New York
$240K -$39.7K -270 -14%
PWM
1730
Palumbo Wealth Management
New York
$239K +$240K +1,631 New
VWA
1731
Visionary Wealth Advisors
Illinois
$238K +$3.82K +26 +2%
UF
1732
Univest Financial
Pennsylvania
$238K +$238K +1,621 New
CAL
1733
Capital Advisors Ltd
Ohio
$238K +$14.5K +99 +7%
TAM
1734
Titleist Asset Management
Texas
$237K -$214K -1,458 -47%
RA
1735
Ruggaard & Associates
Ohio
$236K – – –
AR
1736
Apeiron RIA
Texas
$236K -$16K -109 -6%
CBT
1737
Central Bank & Trust
Kentucky
$236K +$236K +1,608 New
APG
1738
Abacus Planning Group
South Carolina
$236K -$36.6K -249 -13%
AF
1739
Apexium Financial
Texas
$236K -$27K -184 -10%
RIS
1740
Retirement Income Solutions
Michigan
$236K – – –
TWCA
1741
Two West Capital Advisors
Kansas
$235K -$43.9K -299 -15%
FFA
1742
Founders Financial Alliance
North Carolina
$235K +$6.61K +45 +3%
WDL
1743
Well Done LLC
Michigan
$235K +$1.91K +13 +0.7%
CCM
1744
Chilton Capital Management
Texas
$235K – – –
MHWM
1745
Montz Harcus Wealth Management
Louisiana
$235K +$2.94K +20 +1%
CF
1746
Claris Financial
Virginia
$234K – – –
CWM
1747
Centurion Wealth Management
Virginia
$232K – – –
SC
1748
Savoie Capital
Illinois
$232K – – –
AFT
1749
Alpha Family Trust
California
$232K – – –
HTHT
1750
Hemenway Trust Hemenway Trust
New Hampshire
$232K – – –