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Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
1501
Mosaic Family Wealth Partners
Missouri
$908K +$172K +6,472 +25%
MFP
1502
Meridian Financial Partners
Virginia
$907K +$23.3K +876 +3%
CA
1503
Continuum Advisory
Idaho
$906K +$106K +3,964 +14%
SKK
1504
Shepherd Kaplan Krochuk
Massachusetts
$904K -$56.4K -2,118 -6%
SP
1505
SIH Partners
Delaware
$903K +$856K +32,171 New
OPTFSNA
1506
Old Point Trust & Financial Services N A
Virginia
$903K -$303K -11,365 -26%
S
1507
Storgate
Texas
$902K +$18K +676 +2%
AI
1508
Arvest Investments
Arkansas
$901K -$17.3K -649 -2%
ABWM
1509
Alpine Bank Wealth Management
Colorado
$901K -$32.2K -1,209 -4%
HA
1510
Harbor Advisors
Florida
$897K – – –
CCM
1511
Cinctive Capital Management
New York
$894K +$847K +31,828 New
SCM
1512
Sterneck Capital Management
Missouri
$892K -$24K -900 -3%
WC
1513
Wynn Capital
Georgia
$888K +$19.2K +720 +2%
TTWM
1514
TCV Trust & Wealth Management
Virginia
$887K -$9.58K -360 -1%
WDC
1515
Woodward Diversified Capital
California
$881K +$47.8K +1,794 +6%
Ferguson Wellman Capital Management
1516
Ferguson Wellman Capital Management
Oregon
$881K -$92.3K -3,466 -10%
EFH
1517
Eaton Financial Holdings
Florida
$880K +$5.64K +212 +0.7%
LWMNY
1518
Landmark Wealth Management (New York)
New York
$880K +$834K +31,328 New
MAWA
1519
Moss Adams Wealth Advisors
Washington
$877K +$87.6K +3,290 +12%
AF
1520
Advisornet Financial
Minnesota
$877K -$176K -6,610 -17%
JAG
1521
Journey Advisory Group
Kentucky
$876K -$204K -7,677 -19%
WPP
1522
Whalerock Point Partners
Rhode Island
$876K – – –
HCMT
1523
Highland Capital Management (Tennessee)
Tennessee
$874K -$276K -10,350 -25%
TCWA
1524
Turtle Creek Wealth Advisors
Texas
$873K +$116K +4,350 +16%
DCA
1525
DB&C Advisors
Michigan
$873K -$162K -6,100 -16%