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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1801
TFG Advisers
Michigan
$744K +$12.2K +106 +2%
MM
1802
MQS Management
New York
$743K +$749K +6,536 New
LC
1803
Lavaca Capital
Texas
$742K +$34.5K +301 +5%
MWM
1804
MGB Wealth Management
Texas
$739K -$49.3K -430 -6%
CWA
1805
CM Wealth Advisors
Ohio
$738K +$53.1K +463 +7%
HKIM
1806
Hayek Kallen Investment Management
Alabama
$737K
VWMG
1807
Virginia Wealth Management Group
Virginia
$737K -$82.4K -719 -10%
S
1808
Sachetta
Massachusetts
$736K
OFG
1809
Oxford Financial Group
Indiana
$734K -$20.1K -175 -3%
SAM
1810
Seelaus Asset Management
New Jersey
$731K
WC
1811
Weil Company
California
$731K
DWM
1812
Drive Wealth Management
Utah
$730K -$32.8K -286 -4%
GPI
1813
General Partner Inc
Pennsylvania
$730K +$170K +1,484 +30%
LKIM
1814
Lawson Kroeker Investment Management
Nebraska
$728K
WC
1815
Waterloo Capital
Texas
$725K -$28.3K -247 -4%
CMS
1816
Capital Market Strategies
Florida
$724K +$5.16K +45 +0.7%
SWM
1817
Stockman Wealth Management
Montana
$723K -$20.5K -179 -3%
IGWM
1818
ICA Group Wealth Management
Colorado
$722K -$22K -192 -3%
CF
1819
Copperwynd Financial
Arizona
$720K +$75.9K +662 +12%
IFU
1820
iSAM Funds (UK)
United Kingdom
$720K +$726K +6,331 New
CFP
1821
Catalyst Financial Partners
Massachusetts
$717K +$58.1K +507 +8%
ACM
1822
Arcataur Capital Management
Wisconsin
$717K +$17.3K +151 +2%
GSB
1823
Greenfield Savings Bank
Massachusetts
$717K
MWM
1824
MBE Wealth Management
Wisconsin
$717K -$248K -2,163 -26%
PPC
1825
Park Place Capital
Alabama
$717K -$215K -1,876 -23%