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Name Holding Trade Value Shares
Change
Change in
Stake
HIP
1451
HUB Investment Partners
Texas
$256K -$21.9K -119 -8%
FMTC
1452
Farmers & Merchants Trust Company
California
$256K -$2.76K -15 -1%
AA
1453
Addison Advisors
Vermont
$254K +$239K +1,299 New
WFI
1454
West Family Investments
California
$253K +$239K +1,297 New
ADL
1455
Asset Dedication LLC
California
$253K +$22.5K +122 +10%
RFA
1456
RTD Financial Advisors
Pennsylvania
$251K +$237K +1,285 New
TAM
1457
Taurus Asset Management
New York
$250K
EGWAG
1458
Elwood & Goetz Wealth Advisory Group
Georgia
$248K +$233K +1,267 New
LGA
1459
Lebenthal Global Advisors
New York
$247K +$19.7K +107 +9%
APW
1460
Austin Private Wealth
Texas
$247K -$11.4K -62 -5%
FCM
1461
Fourpath Capital Management
Oklahoma
$247K -$7.74K -42 -3%
UB
1462
Umpqua Bank
Oregon
$245K +$231K +1,256 New
RPWA
1463
Regent Peak Wealth Advisors
Georgia
$245K +$13.6K +74 +6%
CWP
1464
Cyndeo Wealth Partners
Florida
$244K +$230K +1,250 New
CTWM
1465
Cherry Tree Wealth Management
Minnesota
$244K
FWA
1466
FSM Wealth Advisors
Ohio
$243K +$229K +1,243 New
SMA
1467
Seven Mile Advisory
New Jersey
$241K +$9.95K +54 +5%
RWP
1468
Revolve Wealth Partners
New Jersey
$241K +$6.26K +34 +3%
MCA
1469
Martin Capital Advisors
Texas
$241K
TBC
1470
Ted Buchan & Co
California
$240K -$18.4K -100 -8%
HWP
1471
Hibernia Wealth Partners
Louisiana
$240K
RAM
1472
Redmond Asset Management
Virginia
$240K
CFO
1473
CVA Family Office
Colorado
$239K +$6.26K +34 +3%
CCA
1474
Childress Capital Advisors
Texas
$239K +$6.45K +35 +3%
VRM
1475
Vectors Research Management
New York
$238K