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Name Holding Trade Value Shares
Change
Change in
Stake
Truepoint Inc
2401
Truepoint Inc
Ohio
$624K +$2.95K +26 +0.5%
DTC
2402
Davidson Trust Company
Washington
$624K – – –
BWG
2403
Beta Wealth Group
California
$623K +$90.8K +800 +17%
FM
2404
Family Management
New York
$622K +$272K +2,400 +80%
VFA
2405
Voya Financial Advisors
Connecticut
$621K -$21.9K -193 -3%
ACM
2406
Avalon Capital Management
California
$619K – – –
DWM
2407
Defined Wealth Management
Oregon
$618K +$1.14K +10 +0.2%
MWC
2408
MBM Wealth Consultants
Missouri
$615K +$69.1K +609 +12%
Farther Finance Advisors
2409
Farther Finance Advisors
California
$614K +$57.3K +505 +10%
KCM
2410
KRS Capital Management
Michigan
$614K +$22.6K +199 +4%
HFAS
2411
Hummer Financial Advisory Services
Illinois
$614K – – –
KFA
2412
Kelleher Financial Advisors
New York
$611K +$109K +958 +22%
JBA
2413
Johnson Bixby & Associates
Washington
$609K +$3.18K +28 +0.5%
UL
2414
Unionview LLC
Washington
$607K +$8.97K +79 +2%
IF
2415
Ironwood Financial
Arizona
$604K +$341 +3 +0.1%
V
2416
ViaWealth
Kansas
$604K -$29.5K -260 -5%
AWM
2417
Absher Wealth Management
North Carolina
$603K -$12.6K -111 -2%
FAFN
2418
First Affirmative Financial Network
Colorado
$600K +$114K +1,000 +24%
PO
2419
Private Ocean
California
$597K +$50.3K +443 +9%
ESBC
2420
E.S. Barr & Co
Kentucky
$596K +$56.8K +500 +11%
ITIM
2421
Indiana Trust & Investment Management
Indiana
$596K +$2.84K +25 +0.5%
SCA
2422
Sandy Cove Advisors
Massachusetts
$594K +$225K +1,986 +63%
EBA
2423
Eagle Bay Advisors
New York
$594K -$14K -123 -2%
TA
2424
TFB Advisors
Kansas
$592K +$114K +1,005 +24%
FIBT
2425
First International Bank & Trust
North Dakota
$590K +$4.2K +37 +0.7%