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Name Holding Trade Value Shares
Change
Change in
Stake
MAS
1426
Meeder Advisory Services
Ohio
$229K +$209K +1,543 New
ACA
1427
Affinity Capital Advisors
California
$229K +$205K +1,515 New
AWM
1428
Accel Wealth Management
Iowa
$228K +$208K +1,534 New
LA
1429
Legacy Advisors
Pennsylvania
$228K +$208K +1,533 New
GSEP
1430
Golden State Equity Partners
California
$228K +$208K +1,531 New
FOA
1431
Five Oceans Advisors
California
$226K +$206K +1,519 New
DCM
1432
DGS Capital Management
New Jersey
$225K +$206K +1,516 New
FCT
1433
First Community Trust
Iowa
$225K
CAM
1434
Carret Asset Management
New York
$225K +$205K +1,515 New
OFS
1435
OneAscent Financial Services
Alabama
$224K -$138K -1,017 -40%
WTA
1436
Washington Trust Advisors
Massachusetts
$224K +$32.1K +237 +19%
S
1437
Sunpointe
Missouri
$223K +$204K +1,503 New
4WM
1438
44 Wealth Management
Oregon
$223K +$203K +1,501 New
MFG
1439
Mosaic Financial Group
Illinois
$223K +$203K +1,499 New
Cohen & Steers
1440
Cohen & Steers
New York
$223K +$203K +1,500 New
VCM
1441
Vision Capital Management
Oregon
$223K -$67.8K -500 -25%
STB
1442
S&T Bank
Pennsylvania
$223K
AMBIA
1443
Allen Mooney & Barnes Investment Advisors
Georgia
$223K +$203K +1,500 New
CD
1444
Chapin Davis
Maryland
$223K +$203K +1,500 New
CCG
1445
Chatham Capital Group
Georgia
$223K +$203K +1,500 New
TIAM2
1446
Tru Independence Asset Management 2
Oregon
$223K +$203K +1,500 New
UAS
1447
United Asset Strategies
New York
$223K +$203K +1,500 New
VCAM
1448
Van Cleef Asset Management
Ohio
$223K +$203K +1,500 New
MWM
1449
MGB Wealth Management
Texas
$222K +$202K +1,491 New
RCAG
1450
Rehmann Capital Advisory Group
Michigan
$221K +$202K +1,487 New