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Name Holding Trade Value Shares
Change
Change in
Stake
HAFS
2601
Hapanowicz & Associates Financial Services
Pennsylvania
$320K – – –
IFPG
2602
Intrepid Financial Planning Group
Indiana
$320K +$21.4K +94 +8%
CPSAC
2603
Chas P. Smith & Associates (CPS)
Florida
$319K +$2.74K +12 +1%
FB
2604
First Bancorp
Maine
$319K -$16K -70 -5%
OHIS
2605
Oak Harvest Investment Services
Texas
$319K +$278K +1,220 New
SFWC
2606
Strategic Family Wealth Counselors
New Jersey
$319K -$20.8K -91 -7%
BFA
2607
Bright Financial Advisors
Michigan
$319K – – –
AA
2608
AF Advisors
California
$319K – – –
Obermeyer Wealth Partners
2609
Obermeyer Wealth Partners
Colorado
$318K +$7.98K +35 +3%
LF
2610
Lantz Financial
Illinois
$318K +$277K +1,216 New
PBF
2611
Petix & Botte Financial
California
$317K – – –
TNB
2612
Thomasville National Bank
Georgia
$316K -$59.3K -260 -18%
SFG
2613
Sather Financial Group
Texas
$316K +$43.8K +192 +19%
LIS
2614
Legacy Investment Solutions
Idaho
$316K +$218K +956 New
LWMI
2615
Legacy Wealth Management (Idaho)
Idaho
$316K +$218K +956 New
FC
2616
FCA Corp
Texas
$316K +$228 +1 +0.1%
CPA
2617
Capital Performance Advisors
California
$315K +$275K +1,205 New
SFP
2618
Sweet Financial Partners
Minnesota
$315K -$684 -3 -0.2%
PFA
2619
Pathway Financial Advisors
Vermont
$315K -$154K -675 -36%
Callan Family Office
2620
Callan Family Office
Pennsylvania
$314K +$274K +1,202 New
WFS
2621
Weitzel Financial Services
Iowa
$313K – – –
BFPW
2622
BOK Financial Private Wealth
Colorado
$313K – – –
EA
2623
Echo45 Advisors
California
$313K -$684 -3 -0.3%
CPA
2624
Clear Point Advisors
New York
$313K +$7.07K +31 +3%
SI
2625
Seeds Investor
New York
$312K +$272K +1,194 New