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Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1701
Quantum Financial Advisors
California
$381K +$398K +3,368 New
RCA
1702
Resonant Capital Advisors
Wisconsin
$380K +$81.6K +690 +23%
WWM
1703
Windsor Wealth Management
Indiana
$379K -$870K -7,360 -67%
FSG
1704
Financial Strategies Group
Michigan
$379K +$1.18K +10 +0.3%
Arax Advisory Partners
1705
Arax Advisory Partners
Colorado
$379K +$38.9K +329 +10%
Foster Group
1706
Foster Group
Iowa
$378K +$23.5K +199 +6%
ERIM
1707
Eagle Ridge Investment Management
Connecticut
$378K +$82.3K +696 +23%
EI
1708
Ellevest Inc
New York
$377K -$66.5K -562 -13%
TCM
1709
Tributary Capital Management
Nebraska
$375K -$8.87K -75 -2%
TNBTD
1710
Trustmark National Bank Trust Department
Mississippi
$374K +$12.8K +108 +3%
PWW
1711
Pettyjohn Wood & White
Virginia
$373K – – –
UBV
1712
United Bank (Virginia)
Virginia
$373K – – –
WKWM
1713
Walter & Keenan Wealth Management
Indiana
$368K – – –
WP
1714
WMS Partners
Maryland
$368K – – –
Intact Investment Management
1715
Intact Investment Management
Quebec, Canada
$368K +$426K +3,600 New
SCA
1716
St. Clair Advisors
Ohio
$367K – – –
BHBT
1717
Burke & Herbert Bank & Trust
Virginia
$367K – – –
Mizuho Securities USA
1718
Mizuho Securities USA
New York
$366K – – –
W
1719
Wealthquest
Ohio
$362K -$28.1K -238 -6%
AIS
1720
American Investment Services
Massachusetts
$362K +$828 +7 +0.2%
WA
1721
Waddell & Associates
Tennessee
$362K +$1.06K +9 +0.3%
PPW
1722
Pinnacle Private Wealth
Massachusetts
$362K +$91.3K +772 +28%
FNA
1723
First National Advisers
Nebraska
$362K +$419K +3,544 New
CC
1724
Cannell & Co
New York
$361K – – –
CBT
1725
Central Bank & Trust
Kentucky
$360K +$13.7K +116 +3%