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Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
2926
Mission Creek Capital Partners
California
$549K +$19.1K +55 +5%
GF
2927
Gries Financial
Ohio
$549K +$135K +390 +46%
TWM
2928
Trevian Wealth Management
Massachusetts
$549K +$428K +1,235 New
MSWM
2929
Mowery & Schoenfeld Wealth Management
Illinois
$548K -$11.7M -33,812 -96%
SDWIA
2930
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$548K +$5.55K +16 +1%
OMIC
2931
Old Mission Investment Co
Michigan
$548K -$20.5K -59 -5%
PAI
2932
Pittenger & Anderson Inc
Nebraska
$548K -$39.2K -113 -8%
HT
2933
Heritage Trust
Oklahoma
$547K – – –
TTWM
2934
TCV Trust & Wealth Management
Virginia
$546K +$34.3K +99 +9%
V
2935
VeraBank
Texas
$545K +$425K +1,226 New
IPA
2936
Investment Planning Advisors
Georgia
$545K +$23.9K +69 +6%
WWM
2937
Whalen Wealth Management
Nevada
$543K -$1.08M -3,103 -72%
NIA
2938
NBZ Investment Advisors
Tennessee
$543K – – –
TFA
2939
Trinity Financial Advisors
Ohio
$542K – – –
FH
2940
Financial Harvest
Florida
$541K +$10.1K +29 +2%
NPT
2941
Nixon Peabody Trust
Massachusetts
$541K +$69K +199 +20%
SNBOSD
2942
Security National Bank of So Dak
Iowa
$541K +$9.71K +28 +2%
AA
2943
ACT Advisors
North Carolina
$540K +$1.39K +4 +0.3%
HW
2944
HORAN Wealth
Ohio
$539K +$421K +1,213 New
AWP
2945
Axis Wealth Partners
Rhode Island
$539K +$21.5K +62 +5%
PRTG
2946
Post Resch Tallon Group
New York
$538K +$131K +378 +45%
MAM
2947
Mystic Asset Management
Rhode Island
$536K -$17.3K -50 -4%
Iconiq Capital
2948
Iconiq Capital
California
$535K -$4.64M -13,373 -92%
SFG
2949
SevenBridge Financial Group
Pennsylvania
$535K -$12.8K -37 -3%
NDSI
2950
Newman Dignan & Sheerar Inc
Rhode Island
$535K -$1.04K -3 -0.2%