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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2601
Circle Wealth Management
New Jersey
$313K +$22.9K +180 +8%
IWN
2602
Independent Wealth Network
Iowa
$312K +$6.75K +53 +2%
MC
2603
Mathes Company
New York
$312K
NIM
2604
Nexus Investment Management
Ontario, Canada
$312K
WP
2605
Waycross Partners
Kentucky
$312K
LKBC
2606
L.K. Benson & Company
Maryland
$311K -$10.2K -80 -3%
GGI
2607
Godsey & Gibb Inc
Virginia
$311K +$3.57K +28 +1%
TW
2608
Tempo Wealth
Ohio
$311K +$316K +2,482 New
BSSFA
2609
Baron Silver Stevens Financial Advisors
Florida
$311K -$68.2K -535 -18%
FPL
2610
Fortress Private Ledger
North Carolina
$310K +$315K +2,476 New
EFA
2611
Edge Financial Advisors
Illinois
$310K -$637 -5 -0.2%
BTC
2612
Bank & Trust Company
Illinois
$310K
HI
2613
Hudock Inc
Pennsylvania
$310K +$382 +3 +0.1%
NRI
2614
NFP Retirement Inc
California
$309K +$382 +3 +0.1%
WCM
2615
Windsor Capital Management
Arizona
$309K +$27.1K +213 +9%
AWM
2616
Accel Wealth Management
Iowa
$308K -$764 -6 -0.2%
JESC
2617
J.E. Simmons & Co
Texas
$307K +$313K +2,454 New
CF
2618
Claris Financial
Virginia
$307K +$637 +5 +0.2%
IA
2619
IFG Advisors
Missouri
$307K
BAM
2620
Beaumont Asset Management
Texas
$306K
IF
2621
IRON Financial
Illinois
$306K +$26K +204 +9%
GSCM
2622
Greenfield Seitz Capital Management
Texas
$306K -$38.2K -300 -11%
BTWM
2623
Baker Tilly Wealth Management
Wisconsin
$305K -$128K -1,006 -29%
PP
2624
Patron Partners
Texas
$305K -$3.82K -30 -1%
CWA
2625
Clearview Wealth Advisors
Oregon
$303K -$14.7K -115 -5%