Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1926
Evanson Asset Management
California
$757K +$204K +1,550 +39%
VWA
1927
Visionary Wealth Advisors
Illinois
$755K +$1.05K +8 +0.1%
NFTC
1928
North Forty Two & Co
Oregon
$752K – – –
BSB
1929
Bangor Savings Bank
Maine
$752K +$11.9K +90 +2%
SCM
1930
Stonebridge Capital Management
California
$751K – – –
HWA
1931
HHM Wealth Advisors
Tennessee
$749K -$26.4K -200 -4%
FB
1932
Finward Bancorp
Indiana
$748K – – –
BTWM
1933
Baker Tilly Wealth Management
Wisconsin
$747K +$238K +1,803 +49%
CPSAC
1934
Chas P. Smith & Associates (CPS)
Florida
$746K -$286K -2,167 -28%
AW
1935
Apricus Wealth
South Carolina
$745K +$132 +1 +0%
DOA
1936
D'Orazio & Associates
Virginia
$744K +$30.9K +234 +4%
WF
1937
Wayfinding Financial
Washington
$743K -$51.7K -392 -6%
RWA
1938
River Wealth Advisors
Pennsylvania
$743K +$55.3K +419 +8%
CH
1939
Cromwell Holdings
Wyoming
$742K +$527 +4 +0.1%
FBFS
1940
First Business Financial Services
Wisconsin
$740K – – –
YIA
1941
YHB Investment Advisors
Connecticut
$740K -$8.7K -66 -1%
CA
1942
Cornerstone Advisory
Maryland
$739K +$11.5K +87 +2%
SIM
1943
Sentry Investment Management
Wisconsin
$739K – – –
NA
1944
Navellier & Associates
Nevada
$739K – – –
PCMI
1945
Paradigm Capital Management Inc
New York
$734K -$330K -2,500 -32%
SSW
1946
Smith Shellnut Wilson
Mississippi
$734K -$20.6K -156 -3%
LF
1947
Lighthouse Financial
Florida
$731K – – –
ERWM
1948
Elk River Wealth Management
Colorado
$729K +$707K +5,362 New
LSA
1949
Leonteq Securities AG
Switzerland
$728K +$152K +1,153 +27%
ACG
1950
Allen Capital Group
Nebraska
$727K +$46.3K +351 +7%