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Name Holding Trade Value Shares
Change
Change in
Stake
HTHT
1751
Hemenway Trust Hemenway Trust
New Hampshire
$232K – – –
MF
1752
Montis Financial
Massachusetts
$231K -$5.58K -38 -2%
IC
1753
Inscription Capital
Texas
$231K +$319K +2,174 New
MMPW
1754
Mitchell McLeod Pugh & Williams
Alabama
$230K -$3.38K -23 -1%
WWC
1755
Waypoint Wealth Counsel
Georgia
$228K +$228K +1,555 New
CA
1756
Cambridge Advisors
Nebraska
$228K – – –
SFS
1757
Summit Financial Strategies
Ohio
$228K – – –
MCI
1758
MRP Capital Investments
Georgia
$228K – – –
HNW
1759
High Note Wealth
Minnesota
$227K – – –
LIG
1760
Lokken Investment Group
Delaware
$227K -$7.93K -54 -3%
BIG
1761
Brookwood Investment Group
Arizona
$227K +$227K +1,545 New
MFGM
1762
Marshall Financial Group (Maryland)
Maryland
$226K +$226K +1,541 New
SIM
1763
Sentry Investment Management
Wisconsin
$226K -$77.1K -525 -23%
DAS
1764
Diversify Advisory Services
Utah
$226K +$239K +1,630 New
PA
1765
Perennial Advisors
New York
$225K +$225K +1,532 New
LMKC
1766
L.M. Kohn & Company
Ohio
$224K -$8.08K -55 -3%
SWM
1767
Sagace Wealth Management
Florida
$223K +$223K +1,521 New
IHWM
1768
Iron Horse Wealth Management
Iowa
$223K – – –
FWA
1769
Flagship Wealth Advisors
Massachusetts
$223K – – –
MWA
1770
Meridian Wealth Advisors
Texas
$223K +$223K +1,517 New
LSWP
1771
Liberty Square Wealth Partners
Pennsylvania
$222K – – –
LEA
1772
Legacy Edge Advisors
New York
$221K +$221K +1,505 New
RCG
1773
Regatta Capital Group
California
$221K +$221K +1,504 New
CFCI
1774
Comprehensive Financial Consultants Institutional
Indiana
$220K +$221K +1,501 New
CCM
1775
Copeland Capital Management
Pennsylvania
$220K – – –