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Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
1901
Palisades Hudson Asset Management
Florida
$240K – – –
RWA
1902
Redhawk Wealth Advisors
Minnesota
$240K +$11.4K +113 +5%
WPW
1903
Winthrop Partners - WNY
New York
$240K – – –
KFAS
1904
Keating Financial Advisory Services
Kansas
$240K -$25.9K -257 -10%
BC
1905
Burney Company
Virginia
$239K -$10.9K -108 -4%
WCM
1906
Wedge Capital Management
North Carolina
$239K +$236K +2,341 New
CWM
1907
Centurion Wealth Management
Virginia
$239K -$81.6K -810 -26%
THCM
1908
Taylor Hoffman Capital Management
Virginia
$239K -$302 -3 -0.1%
LPAM
1909
Lodestar Private Asset Management
California
$239K -$57.5K -571 -20%
LA
1910
Latitude Advisors
Florida
$239K – – –
MMPW
1911
Mitchell McLeod Pugh & Williams
Alabama
$239K – – –
NWA
1912
New World Advisors
Massachusetts
$238K +$234K +2,326 New
TTWM
1913
TCV Trust & Wealth Management
Virginia
$236K +$233K +2,314 New
RPGNY
1914
Retirement Planning Group (New York)
New York
$236K +$233K +2,313 New
SPWM
1915
Spartan Planning & Wealth Management
North Carolina
$236K -$11.7K -116 -5%
GA
1916
Goldstein Advisors
Wisconsin
$236K +$1.91K +19 +0.8%
BCWM
1917
Ball & Co Wealth Management
Tennessee
$236K +$185K +1,836 +386%
ICP
1918
Impact Capital Partners
Colorado
$235K -$6.45K -64 -3%
CFC
1919
Coyle Financial Counsel
Illinois
$235K +$5.44K +54 +2%
CCM
1920
Cohen Capital Management
California
$235K – – –
MO
1921
McMillan Office
Michigan
$235K – – –
AA
1922
Alesco Advisors
New York
$235K +$1.61K +16 +0.7%
ZBNA
1923
Zions Bancorporation, National Association
Utah
$235K -$17.3K -172 -7%
WAS
1924
Wealth Advisory Solutions
Indiana
$234K +$231K +2,291 New
LFP
1925
Lakeshore Financial Planning
Michigan
$234K -$5.34K -53 -2%
75 76
77
78 79