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Name Holding Trade Value Shares
Change
Change in
Stake
JE
1926
JMAC Enterprises
Pennsylvania
$303K +$23.8K +957 +7%
LA
1927
LexAurum Advisors
Kansas
$303K -$4.99K -201 -1%
CWA
1928
CJM Wealth Advisers
Virginia
$303K +$23.1K +930 +7%
FAT
1929
First American Trust
California
$303K +$79.6K +3,206 +28%
RSVP
1930
Ramsay Stattman Vela & Price
Colorado
$302K
EFG
1931
Embree Financial Group
Illinois
$302K +$363K +14,610 New
GAM
1932
Gemmer Asset Management
California
$302K +$86K +3,463 +31%
AIP
1933
Avail Investment Partners
Pennsylvania
$302K +$8.39K +338 +2%
BO
1934
Bank OZK
Arkansas
$302K -$2.83K -114 -0.8%
RFA
1935
Register Financial Advisors
Georgia
$301K +$120K +4,831 +50%
VFG
1936
Victory Financial Group
Texas
$301K +$24.6K +992 +7%
OHWP
1937
Oak Harbor Wealth Partners
North Carolina
$301K +$19.9K +800 +6%
CWMS
1938
Cannon Wealth Management Services
North Carolina
$300K -$8.39K -338 -2%
ICP
1939
Interchange Capital Partners
Pennsylvania
$299K +$95.9K +3,862 +36%
HI
1940
Hendershot Investments
Virginia
$299K +$358K +14,444 New
BWM
1941
Bullock Wealth Management
Indiana
$299K +$362K +14,599 New
FPW
1942
Fairvoy Private Wealth
Alabama
$299K -$1.59K -64 -0.4%
MSG
1943
Main Street Group
Virginia
$299K +$943 +38 +0.3%
NFC
1944
Northstar Financial Companies
Pennsylvania
$299K +$8.27K +333 +2%
GH
1945
GAM Holding
Switzerland
$298K -$98.5K -3,969 -22%
MWM
1946
Mindset Wealth Management
Indiana
$297K +$76.9K +3,099 +28%
WIM
1947
Wiregrass Investment Management
Georgia
$296K +$121K +4,885 +52%
ACS
1948
Archford Capital Strategies
Illinois
$296K -$22.6K -912 -6%
OWA
1949
One Wealth Advisors
California
$295K +$3.4K +137 +1%
BC
1950
Bridgefront Capital
Texas
$295K +$354K +14,267 New