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Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1726
Zhang Financial
Michigan
$379K -$41.7K -402 -9%
OC
1727
Oakworth Capital
Alabama
$379K -$41.2K -397 -9%
FTWA
1728
Fifth Third Wealth Advisors
Ohio
$378K +$3.22K +31 +0.8%
IA
1729
Insight Advisors
Pennsylvania
$378K -$106K -1,020 -21%
LFA
1730
Lauterbach Financial Advisors
Texas
$377K – – –
CWP
1731
Core Wealth Partners
California
$377K – – –
RWA
1732
River Wealth Advisors
Pennsylvania
$376K -$6.95K -67 -2%
GWM
1733
GSB Wealth Management
Connecticut
$376K +$16.6K +160 +4%
GA
1734
Geller Advisors
New York
$376K +$394K +3,799 New
AC
1735
Allstate Corporation
Illinois
$376K +$623 +6 +0.2%
6F
1736
626 Financial
Michigan
$375K +$104 +1 +0%
LWM
1737
LJI Wealth Management
Indiana
$375K – – –
WAOI
1738
Wealth Advisors of Iowa
Iowa
$375K – – –
VC
1739
Vestor Capital
Illinois
$372K +$194K +1,871 +99%
ACP
1740
Aveo Capital Partners
Colorado
$372K +$14.2K +137 +4%
GWI
1741
Grace & White Inc
New York
$371K +$389K +3,750 New
QC
1742
Quent Capital
New York
$371K -$13.4K -129 -3%
NWM
1743
Northcape Wealth Management
New York
$371K +$39.9K +384 +11%
HIC
1744
Holderness Investments Company
North Carolina
$369K +$6.75K +65 +2%
SC
1745
SouthState Corp
Florida
$369K -$137K -1,323 -26%
PP
1746
Pacifica Partners
Canada
$368K -$1.85M -17,821 -83%
SWM
1747
Silverlake Wealth Management
Vermont
$368K -$40.8K -393 -10%
SIM
1748
Studio Investment Management
Illinois
$368K +$21.3K +205 +6%
TWM
1749
TMD Wealth Management
Arizona
$368K – – –
WWM
1750
Windsor Wealth Management
Indiana
$367K +$9.03K +87 +2%
68 69
70
71 72