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Name Holding Trade Value Shares
Change
Change in
Stake
ONST
1651
Old North State Trust
North Carolina
$503K +$26.1K +212 +5%
MCWS
1652
McKinley Carter Wealth Services
West Virginia
$502K -$86.1K -700 -15%
FWA
1653
FSM Wealth Advisors
Ohio
$502K +$1.11K +9 +0.2%
Jones Financial Companies
1654
Jones Financial Companies
Missouri
$502K +$22K +179 +5%
QC
1655
Quent Capital
New York
$502K +$13.3K +108 +3%
SDH
1656
Sloy Dahl & Holst
Washington
$501K +$492 +4 +0.1%
SA
1657
Strategic Advisors
New York
$500K
PFP
1658
Paragon Financial Partners
California
$500K +$1.48K +12 +0.3%
TFP
1659
Tilia Fiduciary Partners
North Carolina
$500K -$91.8K -747 -15%
GD
1660
Grandfield & Dodd
New York
$499K
ACM
1661
Acrisure Capital Management
Texas
$499K +$500K +4,065 New
AWM
1662
Avitas Wealth Management
California
$497K -$15K -122 -3%
PWW
1663
Pettyjohn Wood & White
Virginia
$497K +$10.7K +87 +2%
DWM
1664
Drive Wealth Management
Utah
$493K +$10.4K +85 +2%
KFP
1665
KB Financial Partners
New Jersey
$493K +$58.5K +476 +13%
MCM
1666
Monarch Capital Management
Indiana
$492K
TCM
1667
Tributary Capital Management
Nebraska
$491K +$49.2K +400 +11%
BHB
1668
Bank Hapoalim BM
Israel
$491K -$24K -195 -5%
BHIC
1669
Bassett Hargrove Investment Counsel
Delaware
$491K
FFN
1670
Focus Financial Network
Minnesota
$491K
WFO
1671
Wealthgate Family Office
Colorado
$491K
WAG
1672
Wallace Advisory Group
California
$488K +$13.2K +107 +3%
RIA
1673
Realta Investment Advisors
Delaware
$488K -$117K -953 -19%
SIM
1674
Sentry Investment Management
Wisconsin
$488K -$414K -3,371 -46%
D
1675
Diversified
Delaware
$488K -$79.5K -647 -14%