Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1301
Patton Fund Management
Texas
$224K +$45.1K +346 +24%
NGA
1302
Naples Global Advisors
Florida
$224K -$96.1K -737 -29%
AWE
1303
Avidian Wealth Enterprises
Texas
$223K -$392K -3,006 -63%
TSMHT
1304
Thurston Springer Miller Herd & Titak
Indiana
$222K +$123K +941 +114%
CSPIA
1305
Cary Street Partners Investment Advisory
Virginia
$220K -$254K -1,945 -53%
SSA
1306
South Street Advisors
New York
$219K – – –
KWA
1307
Kingswood Wealth Advisors
California
$219K +$227K +1,740 New
SC
1308
Summa Corp
Texas
$219K -$3.13K -24 -1%
OC
1309
Oarsman Capital
Wisconsin
$218K -$34.4K -264 -13%
RPC
1310
Rossmore Private Capital
Connecticut
$218K +$33.7K +258 +18%
ODFS
1311
O'Donnell Financial Services
California
$216K -$18.9K -145 -8%
SHFA
1312
SC&H Financial Advisors
Maryland
$216K -$67.7K -519 -23%
TF
1313
Trek Financial
Arizona
$216K +$224K +1,718 New
TWP
1314
Tyche Wealth Partners
Texas
$216K +$224K +1,717 New
SIA
1315
Sit Investment Associates
Minnesota
$216K – – –
WFA
1316
Wellspring Financial Advisors
Ohio
$215K +$223K +1,711 New
OC
1317
Opal Capital
Florida
$215K +$223K +1,709 New
RA
1318
RFG Advisory
Alabama
$215K +$10.4K +80 +5%
JAG
1319
Journey Advisory Group
Kentucky
$215K -$391 -3 -0.2%
LA
1320
Legacy Advisors
Pennsylvania
$214K +$222K +1,702 New
MCWS
1321
McKinley Carter Wealth Services
West Virginia
$214K +$3.78K +29 +2%
CFP
1322
Catalyst Financial Partners
Massachusetts
$214K -$52.2K -400 -19%
KSB
1323
Kennebec Savings Bank
Maine
$213K -$167K -1,283 -43%
IIM
1324
Ipswich Investment Management
Massachusetts
$212K – – –
SFC
1325
SYM Financial Corp
Indiana
$210K -$99.7K -764 -31%