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Name Holding Trade Value Shares
Change
Change in
Stake
OHWA
1676
Oak Hill Wealth Advisors
Virginia
$759K
AFG
1677
Allegheny Financial Group
Pennsylvania
$758K -$30K -189 -4%
HCM
1678
Hengehold Capital Management
Ohio
$757K -$195K -1,230 -21%
TCWA
1679
Turtle Creek Wealth Advisors
Texas
$753K +$251K +1,582 +54%
SI
1680
Seeds Investor
New York
$752K -$30.9K -195 -4%
MWA
1681
Midland Wealth Advisors
Illinois
$752K -$78.2K -493 -10%
QC
1682
Quent Capital
New York
$751K -$476 -3 -0.1%
MPWS
1683
McCarter Private Wealth Services
Massachusetts
$750K +$16.7K +105 +2%
GC
1684
GatePass Capital
Ohio
$749K +$1.59K +10 +0.2%
NAM
1685
NTV Asset Management
West Virginia
$749K +$2.54K +16 +0.4%
RWMG
1686
Redwood Wealth Management Group
New Jersey
$748K -$52.2K -329 -7%
PCA
1687
Pallas Capital Advisors
Massachusetts
$747K -$151K -950 -17%
RLIM
1688
Red Lighthouse Investment Management
New York
$744K -$1.43K -9 -0.2%
BWP
1689
Balboa Wealth Partners
Arizona
$742K -$34.4K -217 -5%
WS
1690
Wela Strategies
Georgia
$741K +$25.9K +163 +4%
AA
1691
Armis Advisers
Georgia
$741K -$37.1K -234 -5%
LAM
1692
Lewis Asset Management
California
$740K +$19.5K +123 +3%
ST
1693
Smithfield Trust
Pennsylvania
$740K +$108K +681 +18%
LJHT
1694
Laurie J. Hall Trustee
$739K -$3.97K -25 -0.6%
LEA
1695
Legacy Edge Advisors
New York
$738K -$10.3K -65 -1%
BCM
1696
Bayesian Capital Management
New York
$737K +$703K +4,433 New
PPWM
1697
Paragon Private Wealth Management
Kentucky
$732K -$29.3K -185 -4%
JRP
1698
Jasper Ridge Partners
California
$732K
RCA
1699
Ranch Capital Advisors
Florida
$732K +$476 +3 +0.1%
MAWA
1700
Moss Adams Wealth Advisors
Washington
$731K -$2.54K -16 -0.4%