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Name Holding Trade Value Shares
Change
Change in
Stake
IAG
2501
Investmark Advisory Group
Connecticut
$6.31M +$400K +2,548 +6%
SHFP
2502
Second Half Financial Partners
Florida
$6.31M +$2.52M +16,068 +54%
RIM
2503
Reliant Investment Management
Tennessee
$6.31M -$119K -758 -2%
CWP
2504
Concord Wealth Partners
Virginia
$6.3M +$60.9K +388 +0.9%
HWP
2505
Highline Wealth Partners
California
$6.29M +$7.14M +45,520 New
TIM
2506
Thompson Investment Management
Wisconsin
$6.29M +$13K +83 +0.2%
VLC
2507
Van Leeuwen & Company
New Jersey
$6.28M -$195K -1,244 -3%
AMG
2508
Advisors Management Group
Wisconsin
$6.27M -$52.4K -334 -0.7%
FAN
2509
Financial Advisors Network
California
$6.26M -$144K -918 -2%
OPW
2510
Oxler Private Wealth
New York
$6.25M -$3.69M -23,493 -52%
TC
2511
TwinBeech Capital
New York
$6.25M +$7.09M +45,188 New
UC
2512
Unio Capital
New Jersey
$6.24M -$388K -2,475 -5%
CAWM
2513
Capital Advisors Wealth Management
Washington
$6.23M +$14.3K +91 +0.2%
CFO
2514
CVA Family Office
Colorado
$6.22M +$217K +1,384 +3%
CL
2515
COWA LLC
Oklahoma
$6.21M +$951K +6,062 +16%
KIC
2516
Kensington Investment Counsel
California
$6.2M +$187K +1,193 +3%
SFCL
2517
Strengthening Families & Communities LLC
Massachusetts
$6.2M +$353K +2,248 +5%
SLG
2518
Stanley-Laman Group
Pennsylvania
$6.19M -$969K -6,177 -12%
WFI
2519
West Family Investments
California
$6.19M +$2.98K +19 +0%
SLT
2520
St Louis Trust
Missouri
$6.18M +$3.57M +22,775 +96%
AG
2521
Algert Global
California
$6.17M -$499K -3,180 -7%
PWA
2522
Providence Wealth Advisors
Illinois
$6.17M -$531K -3,383 -7%
CASB
2523
Cape Ann Savings Bank
Massachusetts
$6.17M -$140K -893 -2%
CWR
2524
Chico Wealth RIA
California
$6.17M -$25.4K -162 -0.4%
AP
2525
Arlington Partners
Alabama
$6.16M -$300K -1,911 -4%