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Name Holding Trade Value Shares
Change
Change in
Stake
WJA
2051
Willis Johnson & Associates
Texas
$254K -$79.3K -410 -24%
DWA
2052
Dougherty Wealth Advisers
Minnesota
$253K
BC
2053
Burney Company
Virginia
$251K
EA
2054
Enclave Advisors
Texas
$251K
TI
2055
Truepoint Inc
Ohio
$251K +$246K +1,273 New
FI
2056
Fosun International
China
$251K +$246K +1,270 New
GWWM
2057
Great Waters Wealth Management
Minnesota
$250K +$3.1K +16 +1%
C
2058
Certuity
Florida
$250K -$173K -892 -41%
AT
2059
Avalon Trust
New Mexico
$250K +$6.77K +35 +3%
QC
2060
Quent Capital
New York
$249K +$774 +4 +0.3%
SHWM
2061
Smith & Howard Wealth Management
Georgia
$249K
PPW
2062
Parcion Private Wealth
Washington
$248K
IPW
2063
Impact Partnership Wealth
Georgia
$247K -$17.6K -91 -7%
Prudential Financial
2064
Prudential Financial
New Jersey
$247K -$11.1M -57,331 -98%
KCM
2065
Kanawha Capital Management
Virginia
$247K -$30.8K -159 -11%
EFMH
2066
E Fund Management (HK)
Hong Kong
$247K -$5.81K -30 -2%
UAS
2067
United Asset Strategies
New York
$246K
AW
2068
Alteri Wealth
California
$246K +$241K +1,246 New
NIA
2069
NBZ Investment Advisors
Tennessee
$245K +$240K +1,242 New
SSA
2070
South Street Advisors
New York
$245K
CP
2071
Covenant Partners
Tennessee
$245K
ALA
2072
Atlas Legacy Advisors
California
$245K +$240K +1,239 New
FHC
2073
First Heartland Consultants
Missouri
$244K +$9.68K +50 +4%
KAS
2074
KPP Advisory Services
Kentucky
$244K -$4.64K -24 -2%
SC
2075
Schubert & Co
Texas
$244K +$239K +1,233 New