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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2451
SilverOak Wealth Management
Minnesota
$366K – – –
WMN
2452
Wealth Management Nebraska
Nebraska
$366K -$10.9K -37 -3%
TP
2453
Trailhead Planners
Minnesota
$366K +$354K +1,206 New
UCB
2454
United Community Bank
South Carolina
$366K -$643K -2,190 -65%
APG
2455
Abacus Planning Group
South Carolina
$366K +$35.5K +121 +11%
AFG
2456
ABLE Financial Group
Arizona
$366K +$353K +1,203 New
TAFW
2457
Tred Avon Family Wealth
Maryland
$365K +$19.7K +67 +6%
NF
2458
Nvest Financial
New Hampshire
$365K +$21.4K +73 +6%
AWA
2459
Amplius Wealth Advisors
Pennsylvania
$365K +$1.47K +5 +0.4%
WETS
2460
Wealth Enhancement Trust Services
South Dakota
$365K +$352K +1,200 New
OC
2461
Oakworth Capital
Alabama
$363K +$24.9K +85 +8%
LWA
2462
Lifelong Wealth Advisors
Minnesota
$363K – – –
SIC
2463
SFE Investment Counsel
California
$363K +$36.7K +125 +12%
TPA
2464
Trivium Point Advisory
Connecticut
$362K +$350K +1,192 New
WLIM
2465
White Lighthouse Investment Management
Massachusetts
$362K +$349K +1,191 New
PPWM
2466
Paragon Private Wealth Management
Kentucky
$361K +$67.8K +231 +24%
CHC
2467
City Holding Co
West Virginia
$358K +$175K +596 +102%
SWP
2468
Summit Wealth Partners
Florida
$358K +$1.47K +5 +0.4%
PFGIA
2469
Patriot Financial Group Insurance Agency
Massachusetts
$356K -$45.5K -155 -12%
FMLI
2470
Fukoku Mutual Life Insurance
Japan
$356K +$343K +1,170 New
WJS
2471
William John Sempolinski
Massachusetts
$356K +$343K +1,170 New
PPW
2472
Parcion Private Wealth
Washington
$355K -$9.98K -34 -3%
PRTG
2473
Post Resch Tallon Group
New York
$354K +$6.16K +21 +2%
TF
2474
Tompkins Financial
New York
$354K +$5.58K +19 +2%
SWM
2475
StoneCrest Wealth Management
Arizona
$353K – – –