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Name Holding Trade Value Shares
Change
Change in
Stake
WETS
2451
Wealth Enhancement Trust Services
South Dakota
$365K +$352K +1,200 New
OC
2452
Oakworth Capital
Alabama
$363K +$24.9K +85 +8%
LWA
2453
Lifelong Wealth Advisors
Minnesota
$363K
SIC
2454
SFE Investment Counsel
California
$363K +$36.7K +125 +12%
TPA
2455
Trivium Point Advisory
Connecticut
$362K +$350K +1,192 New
WLIM
2456
White Lighthouse Investment Management
Massachusetts
$362K +$349K +1,191 New
PPWM
2457
Paragon Private Wealth Management
Kentucky
$361K +$67.8K +231 +24%
CHC
2458
City Holding Co
West Virginia
$358K +$175K +596 +102%
SWP
2459
Summit Wealth Partners
Florida
$358K +$1.47K +5 +0.4%
PFGIA
2460
Patriot Financial Group Insurance Agency
Massachusetts
$356K -$45.5K -155 -12%
FMLI
2461
Fukoku Mutual Life Insurance
Japan
$356K +$343K +1,170 New
WJS
2462
William John Sempolinski
Massachusetts
$356K +$343K +1,170 New
PPW
2463
Parcion Private Wealth
Washington
$355K -$9.98K -34 -3%
PRTG
2464
Post Resch Tallon Group
New York
$354K +$6.16K +21 +2%
TF
2465
Tompkins Financial
New York
$354K +$5.58K +19 +2%
SWM
2466
StoneCrest Wealth Management
Arizona
$353K
SWM
2467
Salvus Wealth Management
New Jersey
$353K +$46.1K +157 +16%
OWG
2468
Oxford Wealth Group
Florida
$353K +$341K +1,162 New
AWP
2469
Axis Wealth Partners
Rhode Island
$353K +$5.87K +20 +2%
HCM
2470
Howland Capital Management
Massachusetts
$352K -$22K -75 -6%
LSIA
2471
LaSalle St. Investment Advisors
Illinois
$351K +$68.7K +234 +25%
MIM
2472
Moseley Investment Management
Florida
$351K -$51.6K -176 -13%
AIA
2473
Aventus Investment Advisors
Florida
$350K +$2.35K +8 +0.7%
WF
2474
Wayfinding Financial
Washington
$350K +$8.22K +28 +2%
FDCP
2475
Foster Dykema Cabot & Partners
Massachusetts
$348K