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Name Holding Trade Value Shares
Change
Change in
Stake
Pine Harbor Wealth Management
3926
Pine Harbor Wealth Management
Maryland
$5.14M +$1.43K +5 +0%
ViaWealth
3927
ViaWealth
Kansas
$5.14M -$47.5K -166 -0.9%
Retirement Income Solutions
3928
Retirement Income Solutions
Michigan
$5.13M – – –
Fiduciary Wealth Partners
3929
Fiduciary Wealth Partners
Massachusetts
$5.13M +$57.2K +200 +1%
Sentry LLC
3930
Sentry LLC
Tennessee
$5.12M -$112K -393 -2%
Trust Company of Kansas
3931
Trust Company of Kansas
Kansas
$5.12M -$72.4K -253 -1%
Estate Planners Group
3932
Estate Planners Group
Pennsylvania
$5.11M +$406K +1,418 +9%
Palisades Hudson Asset Management
3933
Palisades Hudson Asset Management
Florida
$5.11M -$25.2K -88 -0.5%
Trace Wealth Advisors
3934
Trace Wealth Advisors
California
$5.11M – – –
Dopkins Wealth Management
3935
Dopkins Wealth Management
New York
$5.1M -$68.1K -238 -1%
WealthTrust Asset Management
3936
WealthTrust Asset Management
Florida
$5.1M +$1.16M +4,064 +30%
Warren Street Wealth Advisors
3937
Warren Street Wealth Advisors
California
$5.1M -$282K -987 -5%
Silver Grove Financial Group
3938
Silver Grove Financial Group
New York
$5.09M +$70.7K +247 +1%
Clearwave Capital
3939
Clearwave Capital
California
$5.09M +$111K +388 +2%
Forteris Wealth Management
3940
Forteris Wealth Management
New York
$5.08M -$78.7K -275 -2%
Ames National Corp
3941
Ames National Corp
Iowa
$5.08M -$40.6K -142 -0.8%
Nabity-Jensen Investment Management
3942
Nabity-Jensen Investment Management
Nebraska
$5.07M -$12.9K -45 -0.3%
NWM
3943
Navigoe Wealth Management
California
$5.07M +$278K +972 +6%
Custos Family Office
3944
Custos Family Office
Texas
$5.07M -$121K -423 -2%
Ledgewood Wealth Advisors
3945
Ledgewood Wealth Advisors
New Hampshire
$5.06M +$30.6K +107 +0.6%
Opus Financial Solutions
3946
Opus Financial Solutions
Illinois
$5.06M +$2.56M +8,937 +105%
OF
3947
Outfitter Financial
Maine
$5.05M -$63.8K -223 -1%
Prospect Financial Services
3948
Prospect Financial Services
New York
$5.05M -$186K -651 -4%
Crescent Sterling
3949
Crescent Sterling
Louisiana
$5.05M -$45.8K -160 -0.9%
Paradigm Asset Management
3950
Paradigm Asset Management
New York
$5.05M -$772K -2,700 -13%