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Name Holding Trade Value Shares
Change
Change in
Stake
SDH
2351
Sloy Dahl & Holst
Washington
$322K +$5.25K +135 +2%
BWA
2352
Beam Wealth Advisors
Louisiana
$322K +$27.9K +718 +10%
ACA
2353
Atlas Capital Advisors
Wyoming
$322K +$972 +25 +0.3%
RHP
2354
Royal Harbor Partners
Texas
$321K
VR
2355
Viridian RIA
Washington
$321K
Cohen & Steers
2356
Cohen & Steers
New York
$320K
GC
2357
Grace Capital
Massachusetts
$319K -$117K -3,000 -27%
KLI
2358
Kelman-Lazarov Inc
Tennessee
$319K -$29.9K -768 -9%
DAM
2359
Doheny Asset Management
California
$319K
PBO
2360
Peoples Bank (Ohio)
Ohio
$318K -$13K -335 -4%
MA
2361
Mezzasalma Advisors
New Jersey
$316K -$38.7K -995 -11%
SAM
2362
S.A. Mason
Michigan
$316K +$194 +5 +0.1%
NC
2363
NBW Capital
Massachusetts
$313K -$71K -1,827 -19%
COCM
2364
Charter Oak Capital Management
New Hampshire
$313K +$2.8K +72 +0.9%
LIA
2365
LBMC Investment Advisors
Tennessee
$313K +$311K +7,991 New
DA
2366
Duality Advisers
Florida
$312K -$1.5M -38,524 -83%
SLT
2367
St Louis Trust
Missouri
$310K
PIFP
2368
Partners in Financial Planning
Virginia
$308K +$306K +7,873 New
MF
2369
Montis Financial
Massachusetts
$307K +$9.14K +235 +3%
AAS
2370
Annex Advisory Services
Wisconsin
$307K +$37.6K +967 +14%
LWM
2371
Liberty Wealth Management
California
$307K +$46.3K +1,191 +18%
WCM
2372
Wallace Capital Management
Texas
$306K +$194 +5 +0.1%
HIM
2373
Hanlon Investment Management
New Jersey
$305K -$95.7K -2,461 -24%
BCMO
2374
Buckingham Capital Management (Ohio)
Ohio
$305K -$36.2K -930 -11%
VIMU
2375
Veritas Investment Management (UK)
United Kingdom
$305K +$303K +7,798 New