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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2526
Accel Wealth Management
Iowa
$338K +$3.94K +31 +1%
RWM
2527
Rockline Wealth Management
New York
$338K
AWA
2528
AGH Wealth Advisors
Kansas
$337K +$4.84K +38 +2%
SCM
2529
Seascape Capital Management
New Hampshire
$337K +$4.96K +39 +2%
SHA
2530
Seneca House Advisors
Virginia
$336K +$3.44K +27 +1%
SIA
2531
SGL Investment Advisors
Montana
$336K +$73.9K +581 +30%
EFA
2532
Edge Financial Advisors
Illinois
$336K +$10.3K +81 +3%
MW
2533
Maia Wealth
Colorado
$335K -$15K -118 -4%
LFASL
2534
Lugano Financial Advisors SA (LFA)
Switzerland
$335K +$22.7K +178 +8%
ALAM
2535
Asahi Life Asset Management
Japan
$335K +$321K +2,525 New
FFG
2536
Frisch Financial Group
New York
$334K -$44.8K -352 -12%
GPW
2537
Genesis Private Wealth
Virginia
$334K +$7.76K +61 +2%
ARC
2538
Advisor Resource Council
Texas
$334K +$342K +2,684 New
CBB
2539
Citizens Business Bank
California
$333K +$116K +910 +57%
VAF
2540
Values Added Financial
District of Columbia
$332K +$7.25K +57 +2%
MPM
2541
MBB Public Markets
Illinois
$332K +$319K +2,504 New
SIA
2542
Spectrum Investment Advisors
Wisconsin
$332K -$5.34K -42 -2%
MIH
2543
Meitav Investment House
Israel
$332K
CKAIS
2544
Christensen King & Associates Investment Services
Washington
$331K +$3.05K +24 +0.9%
PP
2545
Patron Partners
Texas
$331K -$2.16K -17 -0.7%
MC
2546
Mathes Company
New York
$331K -$7.38K -58 -2%
LFG
2547
Lazard Frères Gestion
France
$331K
HCM
2548
Hengehold Capital Management
Ohio
$331K
USWIA
2549
UP Strategic Wealth Investment Advisors
Pennsylvania
$330K +$15.3K +120 +5%
TC
2550
Trilogy Capital
California
$330K -$14.8K -116 -4%