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Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
2451
McKinley Carter Wealth Services
West Virginia
$262K -$1.54K -37 -0.6%
SBWIC
2452
Schaper Benz & Wise Investment Counsel
Wisconsin
$261K -$23.6K -565 -9%
RB
2453
Renasant Bank
Mississippi
$261K -$8.47K -203 -3%
LGWM
2454
Litman Gregory Wealth Management
California
$260K -$131K -3,150 -35%
OLA
2455
Oliver Luxxe Assets
New Jersey
$260K -$12.5K -300 -5%
EE
2456
EWG Elevate
California
$260K -$417 -10 -0.2%
LEA
2457
Legacy Edge Advisors
New York
$260K +$242K +5,791 New
GWA
2458
Gratus Wealth Advisors
Virginia
$260K -$6.09K -146 -2%
AWA
2459
Alta Wealth Advisors
Massachusetts
$260K +$209 +5 +0.1%
CP
2460
Castleview Partners
Texas
$259K -$2.09K -50 -0.9%
RFN
2461
Redwood Financial Network
Ohio
$259K +$5.13K +123 +2%
CNB
2462
Camden National Bank
Maine
$258K +$239K +5,737 New
VWA
2463
VERITY Wealth Advisors
United States
$257K – – –
HFS
2464
Howard Financial Services
Texas
$257K +$9.31K +223 +4%
BL
2465
Balentine LLC
Georgia
$257K -$89.9K -2,155 -27%
OAS
2466
Optivise Advisory Services
Tennessee
$256K -$47.9K -1,148 -17%
MWA
2467
Muirfield Wealth Advisors
North Carolina
$256K +$3.84K +92 +2%
ICP
2468
Interchange Capital Partners
Pennsylvania
$256K -$194K -4,652 -45%
AC
2469
Aristides Capital
Kentucky
$256K +$238K +5,700 New
NF
2470
Nikulski Financial
Iowa
$256K +$15.4K +370 +7%
EAM
2471
Evanson Asset Management
California
$256K +$28.3K +677 +13%
OPPS
2472
Obsidian Personal Planning Solutions
Maryland
$256K +$1.04K +25 +0.4%
CWM
2473
CarsonAllaria Wealth Management
Illinois
$255K +$17.2K +412 +8%
CTB
2474
Country Trust Bank
Illinois
$255K +$8.35K +200 +4%
MWM
2475
MBE Wealth Management
Wisconsin
$255K -$6.84K -164 -3%