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Name Holding Trade Value Shares
Change
Change in
Stake
V
1626
VeraBank
Texas
$237K +$784 +5 +0.3%
FOA
1627
Five Oceans Advisors
California
$235K -$16K -102 -6%
RCA
1628
Resonant Capital Advisors
Wisconsin
$235K -$27.9K -178 -10%
RWA
1629
Redhawk Wealth Advisors
Minnesota
$235K +$1.73K +11 +0.7%
GFWA
1630
Grey Fox Wealth Advisors
Delaware
$235K +$247K +1,575 New
GA
1631
Geller Advisors
New York
$234K -$33.1K -211 -12%
SSWM
1632
Sheets Smith Wealth Management
North Carolina
$233K
BFA
1633
Beaumont Financial Advisors
Massachusetts
$233K +$27.3K +174 +13%
Cohen & Steers
1634
Cohen & Steers
New York
$233K
TC
1635
TAGStone Capital
North Carolina
$233K +$1.73K +11 +0.7%
WA
1636
Waverly Advisors
Alabama
$232K -$643K -4,097 -72%
PWM
1637
Peterson Wealth Management
Nevada
$232K -$4.55K -29 -2%
HTHT
1638
Hemenway Trust Hemenway Trust
New Hampshire
$232K +$1.1K +7 +0.5%
LPAM
1639
Lodestar Private Asset Management
California
$231K +$243K +1,548 New
ACM
1640
Allred Capital Management
Texas
$230K +$7.84K +50 +3%
B
1641
Bellecapital
Switzerland
$229K
RCG
1642
Regatta Capital Group
California
$228K +$240K +1,531 New
AWG
1643
Altus Wealth Group
Colorado
$228K +$70.4K +449 +42%
IA
1644
Inspire Advisors
Idaho
$227K +$2.67K +17 +1%
LRPA
1645
L. Roy Papp & Associates
Arizona
$227K
LT
1646
Legacy Trust
Michigan
$226K +$238K +1,518 New
AWM
1647
Accurate Wealth Management
Florida
$225K -$183K -1,169 -45%
PWM
1648
PBMares Wealth Management
Virginia
$225K
SFG
1649
Sather Financial Group
Texas
$225K
HVP
1650
Hudson Value Partners
Florida
$225K