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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2301
Phillips Wealth Planners
Mississippi
$861K +$174K +1,487 +29%
CCM
2302
Cox Capital Management
Massachusetts
$861K -$6.67K -57 -0.8%
SIA
2303
Strategic Investment Advisors
Michigan
$860K -$46.1K -394 -6%
FMTC
2304
Farmers & Merchants Trust Company
California
$856K +$1.17K +10 +0.2%
GIP
2305
Granite Investment Partners
California
$852K – – –
TWM
2306
Trueblood Wealth Management
Ohio
$851K +$4.1K +35 +0.5%
AFGAS
2307
Allegiance Financial Group Advisory Services
Virginia
$851K -$27.2K -232 -3%
BW
2308
BIP Wealth
Georgia
$850K +$174K +1,486 +29%
WPA
2309
Wealth Preservation Advisors
Tennessee
$850K -$6.44K -55 -0.8%
CAG
2310
Curtis Advisory Group
California
$848K – – –
FCAS
2311
First Command Advisory Services
Texas
$845K -$551K -4,705 -42%
HBT
2312
Hills Bank & Trust
Iowa
$844K +$126K +1,078 +20%
AWM
2313
Arista Wealth Management
Nevada
$842K -$6.44K -55 -0.8%
CL
2314
COWA LLC
Oklahoma
$839K -$64.8K -554 -8%
CFGW
2315
Chancellor Financial Group WB
Pennsylvania
$839K +$71K +607 +10%
HC
2316
Hamilton Capital
Ohio
$838K +$15.9K +136 +2%
TIA
2317
Tiemann Investment Advisors
California
$834K – – –
FCG
2318
Fielder Capital Group
Tennessee
$834K +$143K +1,219 +23%
CWM
2319
Compass Wealth Management
Connecticut
$834K +$759K +6,487 New
OFO
2320
OneAscent Family Office
Alabama
$831K +$268K +2,288 +55%
PPC
2321
Park Place Capital
Alabama
$831K -$55.5K -474 -7%
SWP
2322
Semus Wealth Partners
Florida
$830K -$5.27K -45 -0.7%
OL
2323
one8zero8 LLC
North Carolina
$830K – – –
FNBOMD
2324
First National Bank of Mount Dora
Florida
$830K -$21.1K -180 -3%
AOWM
2325
Asset One Wealth Management
Washington
$829K -$13.7K -117 -2%