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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
926
FAS Wealth Partners
Kansas
$318K -$16.4K -94 -5%
UB
927
Umpqua Bank
Oregon
$317K -$15.3K -88 -4%
FFB
928
First Financial Bankshares
Texas
$317K +$12.4K +71 +4%
MAA
929
Matrix Asset Advisors
New York
$316K -$105K -600 -24%
OPA
930
Old Port Advisors
Maine
$316K -$27.5K -158 -8%
TWP
931
Tyche Wealth Partners
Texas
$312K -$2.44K -14 -0.8%
VIP
932
Vista Investment Partners
Oklahoma
$311K +$174 +1 +0.1%
MMM
933
Mendel Money Management
Illinois
$310K -$3.49K -20 -1%
C
934
Certuity
Florida
$310K -$36.1K -207 -10%
SSW
935
Smith Shellnut Wilson
Mississippi
$310K – – –
AWM
936
Aprio Wealth Management
Georgia
$309K +$51.4K +295 +19%
CWMA
937
Capstone Wealth Management (Alabama)
Alabama
$307K – – –
CPIA
938
Cornell Pochily Investment Advisors
New York
$307K +$317K +1,818 New
CWA
939
CM Wealth Advisors
Ohio
$307K -$23.5K -135 -7%
PS
940
Principal Securities
Iowa
$306K -$27.2K -156 -8%
MC
941
Moors & Cabot
Massachusetts
$305K -$2.96K -17 -0.9%
GIA
942
Guyasuta Investment Advisors
Pennsylvania
$304K – – –
BMC
943
Beaton Management Company
Massachusetts
$304K – – –
NP
944
Nilsine Partners
Colorado
$304K +$2.09K +12 +0.9%
PP
945
PDS Planning
Ohio
$303K +$349 +2 +0.1%
BHBT
946
Burke & Herbert Bank & Trust
Virginia
$302K – – –
MSFS
947
Main Street Financial Solutions
Pennsylvania
$302K +$24.4K +140 +9%
SWA
948
Sax Wealth Advisors
New Jersey
$300K – – –
WF
949
Wayfinding Financial
Washington
$300K +$349 +2 +0.1%
VCP
950
Vista Capital Partners
Oregon
$297K +$8.19K +47 +3%