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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1851
Columbia Asset Management
Michigan
$546K -$137K -1,300 -19%
RSA
1852
River Street Advisors
Illinois
$546K +$74.3K +707 +14%
MW
1853
Marcum Wealth
Ohio
$545K +$9.45K +90 +2%
AT
1854
Avalon Trust
New Mexico
$545K -$9.14K -87 -2%
PFS
1855
Physicians Financial Services
North Carolina
$544K +$10.5K +100 +2%
APW
1856
Acima Private Wealth
Virginia
$543K – – –
BCM
1857
Bayesian Capital Management
New York
$542K -$2.93M -27,900 -83%
BWG
1858
Beta Wealth Group
California
$542K +$588K +5,600 New
ACS
1859
Archford Capital Strategies
Illinois
$542K -$18.5K -176 -3%
WPA
1860
West Paces Advisors
Georgia
$542K -$118K -1,121 -17%
MFWP
1861
Mosaic Family Wealth Partners
Missouri
$541K +$22.3K +212 +4%
NDSI
1862
Newman Dignan & Sheerar Inc
Rhode Island
$540K -$9.56K -91 -2%
SFCL
1863
Strengthening Families & Communities LLC
Massachusetts
$539K +$56.3K +536 +11%
TW
1864
Towerpoint Wealth
California
$538K +$3.89K +37 +0.7%
EFG
1865
Everhart Financial Group
Ohio
$536K -$11.8K -112 -2%
AFG
1866
Allegheny Financial Group
Pennsylvania
$535K +$352K +3,351 +154%
SCM
1867
Stonebridge Capital Management
California
$535K – – –
BWM
1868
BCS Wealth Management
Tennessee
$534K +$579K +5,517 New
CIM
1869
CIM Investment Management
Pennsylvania
$533K -$12.3K -117 -2%
PAM
1870
Private Asset Management
California
$533K -$41.7K -397 -7%
ATFA
1871
All Terrain Financial Advisors
Minnesota
$533K -$10.5K -100 -2%
AWA
1872
Aaron Wealth Advisors
Illinois
$532K -$33.1K -315 -5%
WF
1873
WoodTrust Financial
Wisconsin
$532K – – –
RFG
1874
Range Financial Group
Oregon
$532K -$15.8K -150 -3%
DA
1875
DCM Advisors
New York
$530K -$74.5K -709 -11%