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Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSCI
1201
Security National Bank of Sioux City Iowa
Iowa
$2.54M +$201K +1,525 +9%
CWM
1202
Crowley Wealth Management
Delaware
$2.54M
CIAS
1203
CFS Investment Advisory Services
New Jersey
$2.54M +$60.8K +461 +3%
BT
1204
Banque Transatlantique
France
$2.53M -$28.5K -216 -1%
BFC
1205
Blue Fin Capital
Rhode Island
$2.53M +$201K +1,525 +9%
WC
1206
Westerkirk Capital
$2.53M +$2.45M +18,570 New
CAG
1207
Csenge Advisory Group
Florida
$2.52M -$55.6K -422 -2%
SW
1208
SteelPeak Wealth
California
$2.51M +$428K +3,245 +21%
SLFPAM
1209
St. Louis Financial Planners Asset Management
Missouri
$2.49M +$2.41M +18,301 New
PWAM
1210
Papamarkou Wellner Asset Management
New York
$2.48M -$49.1K -372 -2%
MTC
1211
McDaniel Terry & Co
Texas
$2.48M +$6.99K +53 +0.3%
MYIA
1212
Mount Yale Investment Advisors
Colorado
$2.47M -$574K -4,353 -19%
LSA
1213
L & S Advisors
California
$2.46M -$6.73M -51,016 -74%
LWL
1214
Leo Wealth LLC
Texas
$2.46M +$324K +2,458 +16%
AF
1215
Arrow Financial
New York
$2.45M -$189K -1,433 -7%
MWM
1216
MFG Wealth Management
Indiana
$2.45M -$22.9K -174 -1%
LNB
1217
Ledyard National Bank
$2.44M +$32.6K +247 +1%
VA
1218
Valmark Advisers
Ohio
$2.44M +$108K +818 +5%
RA
1219
RFG Advisory
Alabama
$2.43M -$349K -2,646 -13%
BRWA
1220
B. Riley Wealth Advisors
Florida
$2.43M +$2.35M +17,830 New
SFI
1221
SPC Financial Inc
Maryland
$2.41M -$87.8K -666 -4%
SNB
1222
Security National Bank
Nebraska
$2.41M +$1.9M +14,430 +442%
SCM
1223
Sollinda Capital Management
Florida
$2.39M +$2.05M +15,517 +753%
VHAM
1224
Van Hulzen Asset Management
California
$2.39M +$20.4K +155 +0.9%
CTFG
1225
Capstone Triton Financial Group
Oklahoma
$2.39M +$2.32M +17,569 New