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Name Holding Trade Value Shares
Change
Change in
Stake
RMAM
1801
Raab & Moskowitz Asset Management
New Jersey
$11M -$367K -2,862 -3%
MPW
1802
Monterey Private Wealth
California
$11M -$236K -1,837 -2%
WA
1803
WBH Advisory
Maryland
$11M +$1.36M +10,565 +13%
IWAG
1804
Integer Wealth Advisors Group
Georgia
$11M -$127K -986 -1%
AMAL
1805
Asset Management Advisors LLC
Oklahoma
$10.9M -$256K -1,998 -2%
SFG
1806
SageGuard Financial Group
Tennessee
$10.9M +$1.79M +13,916 +18%
LD
1807
Lipe & Dalton
New York
$10.9M -$664K -5,176 -5%
JCM
1808
Jacobi Capital Management
Pennsylvania
$10.9M +$260K +2,025 +2%
MCA
1809
Morris Capital Advisors
Pennsylvania
$10.9M -$169K -1,313 -1%
EVC
1810
Eidelman Virant Capital
Missouri
$10.9M -$589K -4,589 -5%
PFWA
1811
Paces Ferry Wealth Advisors
Georgia
$10.9M +$77.4K +603 +0.7%
CRIG
1812
Charter Research & Investment Group
Connecticut
$10.8M -$62.3K -485 -0.5%
WA
1813
Waverly Advisors
Alabama
$10.8M +$408K +3,175 +4%
TCM
1814
Trybe Capital Management
Connecticut
$10.8M +$2.86M +22,305 +34%
TWM
1815
Tradition Wealth Management
Minnesota
$10.8M +$310K +2,418 +3%
ATIA
1816
American Trust Investment Advisors
New Hampshire
$10.8M -$4.98M -38,822 -31%
SFA
1817
Souders Financial Advisors
Ohio
$10.8M -$32.7K -255 -0.3%
Vanguard Capital Wealth Advisors
1818
Vanguard Capital Wealth Advisors
Colorado
$10.7M +$395K +3,078 +4%
BCM
1819
Brooktree Capital Management
Michigan
$10.7M -$1.01M -7,890 -8%
ISB
1820
Iowa State Bank
Iowa
$10.7M -$2.31M -17,973 -17%
PSP
1821
Principal Street Partners
Tennessee
$10.6M +$218K +1,696 +2%
MLIC
1822
Mandatum Life Insurance Company
Finland
$10.6M +$120K +932 +1%
FNWM
1823
Financial Network Wealth Management
Utah
$10.6M +$167K +1,301 +2%
ACM
1824
Alpha Capital Management
Texas
$10.6M -$95.5K -744 -0.8%
BAM
1825
Brave Asset Management
New Jersey
$10.6M +$137K +1,068 +1%