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Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
3926
TCV Trust & Wealth Management
Virginia
$399K -$50.7K -700 -14%
TWM
3927
Trevian Wealth Management
Massachusetts
$399K +$14.5K +200 +5%
IVP
3928
Intrinsic Value Partners
Arizona
$398K – – –
DWM
3929
Dopkins Wealth Management
New York
$398K +$319K +4,400 New
CP
3930
Coho Partners
Pennsylvania
$397K -$406K -5,600 -56%
DI
3931
DDFG Inc
California
$396K – – –
WFA
3932
Woodward Financial Advisors
North Carolina
$394K -$1.45K -20 -0.5%
NA
3933
Nottingham Advisors
New York
$393K – – –
CMA
3934
Cedar Mountain Advisors
Oregon
$392K – – –
PPA
3935
Painted Porch Advisors
California
$391K +$314K +4,330 New
FAM
3936
Family Asset Management
South Carolina
$390K -$7.25K -100 -2%
KFP
3937
Keener Financial Planning
Texas
$390K – – –
AAMA
3938
Advanced Asset Management Advisors
Ohio
$390K -$5.8K -80 -2%
ASFA
3939
All Season Financial Advisors
Colorado
$389K -$22.5K -310 -7%
Algert Global
3940
Algert Global
California
$389K -$371K -5,120 -54%
AIM
3941
Avity Investment Management
Connecticut
$389K +$312K +4,300 New
SCM
3942
Semanteon Capital Management
Massachusetts
$388K +$311K +4,290 New
RA
3943
Ruggaard & Associates
Ohio
$383K -$40.6K -560 -12%
FWM
3944
Foguth Wealth Management
Michigan
$382K +$307K +4,230 New
PCMC
3945
Paragon Capital Management (Colorado)
Colorado
$381K -$160K -2,210 -34%
TFCP
3946
Twin Focus Capital Partners
Massachusetts
$381K -$19.6K -270 -6%
CBC
3947
Coombe, Bender & Co
New York
$381K -$75.4K -1,040 -20%
CCA
3948
Conservest Capital Advisors
Pennsylvania
$379K – – –
TT
3949
TI-Trust
Illinois
$379K +$304K +4,190 New
JWS
3950
Juncture Wealth Strategies
Arizona
$378K +$303K +4,180 New