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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1251
Trueblood Wealth Management
Ohio
$200K -$806 -11 -0.4%
Inscription Capital
1252
Inscription Capital
Texas
$200K +$181K +2,465 New
OW
1253
Olistico Wealth
Oklahoma
$197K – – –
Hamilton Capital Partners (Canada)
1254
Hamilton Capital Partners (Canada)
$196K +$191K +2,611 New
FMTCOCP
1255
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$191K – – –
WA
1256
Whipplewood Advisors
Colorado
$187K +$73.2K +998 +37%
ORG Wealth Partners
1257
ORG Wealth Partners
Texas
$185K -$49.6K -677 -22%
D.J. St. Germain
1258
D.J. St. Germain
Massachusetts
$182K -$88.6K -1,209 -33%
UFF
1259
USA Financial Formulas
Michigan
$180K +$40.9K +558 +30%
WBC
1260
West Branch Capital
Massachusetts
$179K -$45.3K -618 -21%
HC
1261
Hoese & Co
Minnesota
$176K – – –
Icon Wealth Advisors
1262
Icon Wealth Advisors
Texas
$176K -$2.71K -37 -2%
Transamerica Financial Advisors
1263
Transamerica Financial Advisors
Florida
$175K -$1.54K -21 -0.9%
PDS Planning
1264
PDS Planning
Ohio
$174K +$170K +2,324 New
BOJHT
1265
Bank of Jackson Hole Trust
Wyoming
$174K – – –
LWANC
1266
Laurel Wealth Advisors (North Carolina)
North Carolina
$173K – – –
Webster Bank
1267
Webster Bank
Connecticut
$172K -$45K -614 -21%
AssetMark Inc
1268
AssetMark Inc
California
$172K +$43K +586 +34%
AA
1269
Addison Advisors
Vermont
$171K -$2.27K -31 -1%
MSFP
1270
Mark Sheptoff Financial Planning
Connecticut
$171K -$21.6K -294 -11%
Nemes Rush Group
1271
Nemes Rush Group
Michigan
$169K -$27.9K -380 -14%
Harbor Investment Advisory
1272
Harbor Investment Advisory
Maryland
$164K – – –
Federated Hermes
1273
Federated Hermes
Pennsylvania
$161K -$140K -1,915 -47%
FCT
1274
Family Capital Trust
Massachusetts
$161K – – –
API
1275
Asset Planning Inc
California
$159K – – –