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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1576
Pathway Financial Advisors
Vermont
$857K +$95.9K +900 +11%
FP
1577
Financial Perspectives
Minnesota
$854K
HSWM
1578
Hubbell Strickland Wealth Management
Louisiana
$854K +$1.71K +16 +0.2%
VCM
1579
Vivaldi Capital Management
Illinois
$852K +$9.7K +91 +1%
CG
1580
Corundum Group
Colorado
$851K +$24.2K +227 +3%
VWA
1581
V Wealth Advisors
Kansas
$850K -$813K -7,632 -46%
CL
1582
Choreo LLC
Illinois
$847K +$55.6K +522 +6%
ITIM
1583
Indiana Trust & Investment Management
Indiana
$845K -$88.7K -832 -9%
XI
1584
XXEC Inc
Oklahoma
$844K -$21.3K -200 -2%
AAM
1585
AR Asset Management
California
$842K
PFBT
1586
Parkside Financial Bank & Trust
Missouri
$842K +$12.7K +119 +1%
CCM
1587
Cribstone Capital Management
Maine
$838K +$49.9K +468 +6%
PG
1588
Prostatis Group
Maryland
$836K +$921K +8,641 New
HVP
1589
Hudson Value Partners
Florida
$836K -$34.6K -325 -4%
CP
1590
Covenant Partners
Tennessee
$835K
CBT
1591
Central Bank & Trust
Kentucky
$835K +$467K +4,386 +103%
LAM
1592
Lountzis Asset Management
Pennsylvania
$834K -$21.3K -200 -2%
BCM
1593
Buckhead Capital Management
Georgia
$834K
DI
1594
DAGCO Inc
Ohio
$832K -$37.3K -350 -4%
TCA
1595
Transcend Capital Advisors
New Jersey
$832K +$10.7K +100 +1%
SFM
1596
Signet Financial Management
New Jersey
$831K +$17.3K +162 +2%
JGIA
1597
Jackson Grant Investment Advisers
Connecticut
$829K -$84.3K -791 -8%
RCWM
1598
Royal Capital Wealth Management
Indiana
$828K +$2.24K +21 +0.2%
PWMG
1599
Prestige Wealth Management Group
New Jersey
$825K +$76.6K +719 +9%
AC
1600
Apella Capital
Connecticut
$825K +$118K +1,103 +15%