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Name Holding Trade Value Shares
Change
Change in
Stake
SAI
1851
Systematic Alpha Investments
New Jersey
$681K – – –
TPWA
1852
TRUE Private Wealth Advisors
Oregon
$680K -$111K -895 -13%
EWM
1853
EPG Wealth Management
Georgia
$679K +$71.8K +579 +11%
SCA
1854
Sippican Capital Advisors
Massachusetts
$678K -$248 -2 -0%
AC
1855
Applied Capital
Arkansas
$678K – – –
HIM
1856
Hotaling Investment Management
Pennsylvania
$678K – – –
SG
1857
StoneX Group
New York
$677K -$81.6K -658 -10%
PFS
1858
Physicians Financial Services
North Carolina
$676K +$3.47K +28 +0.5%
FW
1859
FirstPurpose Wealth
Utah
$674K +$67.4K +544 +11%
InterOcean Capital Group
1860
InterOcean Capital Group
Tennessee
$673K -$47.2K -381 -6%
FNBSF
1861
First National Bank Sioux Falls
South Dakota
$673K +$10K +81 +1%
AFG
1862
Allegheny Financial Group
Pennsylvania
$671K -$16.9K -136 -2%
CAM
1863
Campion Asset Management
Virginia
$670K – – –
LCM
1864
Linker Capital Management
Kentucky
$670K – – –
ARGA Investment Management
1865
ARGA Investment Management
Connecticut
$667K – – –
TA
1866
TFG Advisers
Michigan
$667K +$12.3K +99 +2%
FCA
1867
FLC Capital Advisors
California
$666K – – –
CSB
1868
City State Bank
Iowa
$665K +$24.8K +200 +4%
MFS
1869
Mirabella Financial Services
United Kingdom
$664K +$695K +5,606 New
ALPS Advisors
1870
ALPS Advisors
Colorado
$663K -$89K -718 -11%
APW
1871
Acima Private Wealth
Virginia
$663K – – –
ATFA
1872
All Terrain Financial Advisors
Minnesota
$663K – – –
ACM
1873
Allred Capital Management
Texas
$663K +$11.8K +95 +2%
RIA
1874
Richwood Investment Advisors
Ohio
$661K +$183K +1,475 +36%
CWC
1875
Carolinas Wealth Consulting
North Carolina
$659K -$13K -105 -2%