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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
2526
Acorn Wealth Advisors
Michigan
$753K +$23.5K +73 +4%
FWM
2527
Fairhaven Wealth Management
Illinois
$753K +$14.5K +45 +2%
TFA
2528
TPG Financial Advisors
Oregon
$753K +$287K +893 +92%
AFGAS
2529
Allegiance Financial Group Advisory Services
Virginia
$752K -$365K -1,133 -38%
TCWM
2530
Total Clarity Wealth Management
Illinois
$752K -$4.83K -15 -0.8%
OWM
2531
OneAscent Wealth Management
Alabama
$751K -$584K -1,815 -49%
GA
2532
GSG Advisors
New Jersey
$750K +$14.8K +46 +3%
BTWM
2533
Brass Tax Wealth Management
Ohio
$748K -$140K -436 -19%
RTC
2534
Riverview Trust Company
Washington
$746K -$29.6K -92 -5%
MPIA
2535
Mountain Pacific Investment Advisers
Idaho
$746K
SCA
2536
Stonebridge Capital Advisors
Minnesota
$745K +$169K +524 +40%
SP
2537
Sequent Planning
Nebraska
$745K -$42.8K -133 -7%
LJAC
2538
L.J. Altfest & Co
New York
$743K +$165K +512 +39%
HIC
2539
Holderness Investments Company
North Carolina
$742K +$31.2K +97 +6%
PMSA
2540
Patrick M. Sweeney & Associates
Illinois
$741K
TCFP
2541
Treasure Coast Financial Planning
Florida
$741K +$6.76K +21 +1%
SI
2542
Seeds Investor
New York
$740K +$205K +638 +53%
MSG
2543
Main Street Group
Virginia
$739K -$42.1K -131 -7%
LGA
2544
Lebenthal Global Advisors
New York
$739K -$35.4K -110 -6%
SWM
2545
Stockman Wealth Management
Montana
$739K -$14.5K -45 -2%
LIA
2546
LBMC Investment Advisors
Tennessee
$738K -$52.1K -162 -8%
EW
2547
Enzi Wealth
Texas
$737K +$4.5K +14 +0.8%
APA
2548
Astoria Portfolio Advisors
New York
$735K +$49.9K +155 +9%
DSC
2549
Duncker Streett & Co
Missouri
$733K -$36.4K -113 -6%
PWA
2550
Phoenix Wealth Advisors
North Carolina
$732K -$16.7K -52 -3%