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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2801
MBE Wealth Management
Wisconsin
$284K -$9.64K -117 -3%
VFA
2802
Voya Financial Advisors
Connecticut
$284K -$38.2K -464 -11%
BCM
2803
Boreal Capital Management
Florida
$284K +$4.37K +53 +2%
VAF
2804
Values Added Financial
District of Columbia
$283K +$20K +243 +8%
NQWM
2805
Northwest Quadrant Wealth Management
Oregon
$282K +$988 +12 +0.4%
SWM
2806
Sterling Wealth Management
Illinois
$281K -$6.59K -80 -2%
OFO
2807
OneAscent Family Office
Alabama
$281K +$20.8K +253 +8%
MFWP
2808
Mosaic Family Wealth Partners
Missouri
$281K +$7.58K +92 +3%
GWA
2809
Genesis Wealth Advisors
Massachusetts
$281K
IPW
2810
Intergy Private Wealth
Colorado
$281K +$33.2K +403 +14%
FAG
2811
Fortitude Advisory Group
Washington
$281K -$1.07K -13 -0.4%
HWM
2812
Hemington Wealth Management
Virginia
$281K +$19.7K +239 +8%
Jacobs Levy Equity Management
2813
Jacobs Levy Equity Management
New Jersey
$281K -$4.02M -48,795 -94%
Pzena Investment Management
2814
Pzena Investment Management
New York
$279K
ODIJL
2815
One Day In July LLC
Vermont
$278K -$3.95K -48 -1%
VP
2816
Verum Partners
North Carolina
$278K -$19.6K -238 -7%
RWM
2817
Revisor Wealth Management
Ohio
$278K +$11.4K +139 +5%
SWP
2818
Strategic Wealth Partners
Ohio
$277K -$236K -2,868 -46%
HP
2819
Highlander Partners
Texas
$277K
CFO
2820
Collective Family Office
Pennsylvania
$276K -$26.9K -327 -9%
GSIAS
2821
Garden State Investment Advisory Services
New Jersey
$276K -$9.47K -115 -3%
PFA
2822
Pathway Financial Advisors
Vermont
$276K +$56.9K +691 +27%
BWM
2823
BKM Wealth Management
Wisconsin
$275K -$20.9K -254 -7%
GC
2824
Gibson Capital
Pennsylvania
$275K -$577 -7 -0.2%
LMKC
2825
L.M. Kohn & Company
Ohio
$275K -$361K -4,383 -57%