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Name Holding Trade Value Shares
Change
Change in
Stake
MIA
1676
MainStreet Investment Advisors
Illinois
$767K -$9.21K -75 -1%
PWM
1677
Purus Wealth Management
California
$767K +$98.4K +801 +14%
CRIG
1678
Charter Research & Investment Group
Connecticut
$766K
CASB
1679
Cape Ann Savings Bank
Massachusetts
$762K -$18.5K -151 -2%
LIM
1680
Loudon Investment Management
New Hampshire
$762K
PPW
1681
Parcion Private Wealth
Washington
$762K +$29.6K +241 +4%
PMG
1682
ProVise Management Group
Florida
$760K -$57.1K -465 -7%
SWA
1683
SFMG Wealth Advisors
Texas
$756K -$20.6K -168 -3%
RRCM
1684
Rappaport Reiches Capital Management
Illinois
$754K -$33.9K -276 -4%
JFA
1685
Johanson Financial Advisors
California
$750K -$58K -472 -7%
SFG
1686
Summit Financial Group
West Virginia
$749K -$90.9K -740 -10%
SAG
1687
Spotlight Asset Group
Illinois
$747K -$36.7K -299 -5%
KMWM
1688
Keudell/Morrison Wealth Management
Oregon
$747K -$35.9K -292 -4%
VAM
1689
Verity Asset Management
North Carolina
$746K -$70.5K -574 -8%
ACWM
1690
Adams Chetwood Wealth Management
North Carolina
$745K
SBF
1691
Sara-Bay Financial
Florida
$745K
WP
1692
Waycross Partners
Kentucky
$743K
TCWM
1693
Total Clarity Wealth Management
Illinois
$743K +$31K +252 +4%
PBO
1694
Peoples Bank (Ohio)
Ohio
$742K -$43.5K -354 -5%
ATFA
1695
All Terrain Financial Advisors
Minnesota
$742K
SAI
1696
Systematic Alpha Investments
New Jersey
$741K
EBSAM
1697
Eubel Brady & Suttman Asset Management
Ohio
$740K -$85.5K -696 -10%
BAM
1698
Brave Asset Management
New Jersey
$740K +$12.2K +99 +2%
VWM
1699
Valley Wealth Managers
New Jersey
$739K +$8.35K +68 +1%
ISB
1700
Iowa State Bank
Iowa
$736K -$97.7K -795 -11%