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Name Holding Trade Value Shares
Change
Change in
Stake
WF
1101
WoodTrust Financial
Wisconsin
$267K +$4.85K +60 +2%
BTI
1102
Blue Trust Inc
Georgia
$266K +$165K +2,039 +119%
TTWM
1103
TCV Trust & Wealth Management
Virginia
$264K +$14.5K +179 +5%
PWA
1104
Phoenix Wealth Advisors
North Carolina
$264K -$12.4K -153 -4%
CPWA
1105
Cerro Pacific Wealth Advisors
California
$261K +$969 +12 +0.4%
BWA
1106
Burt Wealth Advisors
Maryland
$260K
CG
1107
Clarus Group
Texas
$260K
WH
1108
Willner & Heller
California
$259K +$1.21K +15 +0.4%
TFA
1109
Transamerica Financial Advisors
Florida
$259K -$32.2K -399 -11%
SIM
1110
Sentry Investment Management
Wisconsin
$259K +$7.11K +88 +3%
GCP
1111
GSA Capital Partners
United Kingdom
$259K +$274K +3,388 New
HI
1112
Humankind Investments
New York
$258K +$3.07K +38 +1%
PBC
1113
Pavion Blue Capital
California
$257K
BIAS
1114
Beacon Investment Advisory Services
New Jersey
$256K -$36.4K -450 -12%
KWA
1115
KCS Wealth Advisory
California
$256K -$1.29K -16 -0.5%
IIC
1116
Integrated Investment Consultants
Michigan
$256K +$27K +334 +11%
CCA
1117
Cobblestone Capital Advisors
New York
$255K -$18.6K -230 -6%
CP
1118
Covenant Partners
Tennessee
$253K
HFAS
1119
Hummer Financial Advisory Services
Illinois
$252K
FRM
1120
Fox Run Management
Connecticut
$251K +$266K +3,287 New
LC
1121
Lincoln Capital
Nebraska
$250K -$41.6K -515 -14%
NDSI
1122
Newman Dignan & Sheerar Inc
Rhode Island
$250K +$1.05K +13 +0.4%
VT
1123
Vise Technologies
New York
$249K +$33.6K +416 +15%
TWM
1124
Tradition Wealth Management
Minnesota
$248K +$566 +7 +0.2%
SAA
1125
Southeast Asset Advisors
Georgia
$247K -$206K -2,550 -44%