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Name Holding Trade Value Shares
Change
Change in
Stake
FFO
2176
Fiduciary Family Office
Florida
$340K +$319K +9,026 New
EWA
2177
ERTS Wealth Advisors
Michigan
$339K -$10.4K -294 -3%
QIM
2178
Quest Investment Management
Oregon
$339K -$7.08K -200 -2%
EFG
2179
Ethos Financial Group
Pennsylvania
$339K -$350K -9,903 -52%
GCAC
2180
Guardian Capital Advisors (Canada)
Ontario, Canada
$338K -$16.4K -464 -5%
NCM
2181
Narwhal Capital Management
Georgia
$338K -$129K -3,649 -29%
MF
2182
Meridian Financial
Massachusetts
$338K -$5.06K -143 -2%
WF
2183
Wayfinding Financial
Washington
$338K +$43.2K +1,222 +16%
TWM
2184
Triton Wealth Management
Arizona
$337K -$29.1K -823 -9%
CIAS
2185
CFS Investment Advisory Services
New Jersey
$336K -$100K -2,837 -24%
TCOK
2186
Trust Company of Kansas
Kansas
$336K – – –
SIC
2187
Sterling Investment Counsel
New York
$336K +$13.1K +370 +4%
COCM
2188
Charter Oak Capital Management
New Hampshire
$335K -$35.3K -999 -10%
MTWM
2189
Masso Torrence Wealth Management
New Jersey
$335K +$51.4K +1,452 +20%
SL
2190
Sentry LLC
Tennessee
$334K -$42.5K -1,202 -12%
AWG
2191
Altus Wealth Group
Colorado
$334K -$32.6K -920 -9%
AHL
2192
Abel Hall LLC
Louisiana
$333K +$313K +8,837 New
CA
2193
Callahan Advisors
Texas
$333K -$918K -25,959 -75%
CC
2194
Cadinha & Co
Hawaii
$332K -$4.46K -126 -1%
AWM
2195
Affinity Wealth Management
Delaware
$332K +$7.15K +202 +2%
DDC
2196
DF Dent & Co
Maryland
$331K -$31.7K -895 -9%
FOA
2197
Five Oceans Advisors
California
$331K +$311K +8,779 New
SWA
2198
SOA Wealth Advisors
New York
$331K -$667K -18,839 -68%
AP
2199
Appleton Partners
Massachusetts
$330K -$1.45K -41 -0.5%
WTB
2200
Washington Trust Bank
Washington
$330K -$8.88K -251 -3%