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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1626
Allred Capital Management
Texas
$256K -$27.9K -149 -10%
RTS
1627
Round Table Services
New Jersey
$255K +$241K +1,289 New
AWA
1628
Aaron Wealth Advisors
Illinois
$254K -$3.18K -17 -1%
NJBEST
1629
New Jersey Better Educational Savings Trust
New Jersey
$254K – – –
SP
1630
Successful Portfolios
Florida
$254K – – –
World Investment Advisors
1631
World Investment Advisors
California
$254K +$32.4K +173 +17%
V
1632
VeraBank
Texas
$253K – – –
BO
1633
BRR OpCo
Ohio
$253K +$239K +1,277 New
CCA
1634
Cobblestone Capital Advisors
New York
$253K +$239K +1,278 New
MP
1635
McDonald Partners
Ohio
$252K -$561 -3 -0.2%
PCM
1636
Poehling Capital Management
Wisconsin
$252K +$238K +1,270 New
MAG
1637
Mayfair Advisory Group
Alabama
$251K – – –
MWPCG
1638
Measured Wealth Private Client Group
New Hampshire
$251K +$237K +1,266 New
PSB
1639
Piscataqua Savings Bank
New Hampshire
$251K +$237K +1,266 New
RF
1640
RHS Financial
California
$250K -$2.43K -13 -1%
NEGWA
1641
New England Guild Wealth Advisors
Connecticut
$249K – – –
WDG
1642
Wealth Dimensions Group
Ohio
$249K +$8.61K +46 +4%
CWM
1643
Curi Wealth Management
North Carolina
$249K +$32.4K +173 +16%
CFS
1644
CRA Financial Services
New Jersey
$249K +$235K +1,257 New
WKWM
1645
Walter & Keenan Wealth Management
Indiana
$248K -$175K -937 -43%
GSWM
1646
Golden State Wealth Management
California
$248K -$76.2K -407 -25%
LWM
1647
Liberty Wealth Management
California
$247K – – –
TWM
1648
TriaGen Wealth Management
California
$247K – – –
SCM
1649
Schnieders Capital Management
California
$247K +$233K +1,245 New
Modera Wealth Management
1650
Modera Wealth Management
New Jersey
$246K -$16.7K -89 -7%