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Name Holding Trade Value Shares
Change
Change in
Stake
RAM
1926
Redmond Asset Management
Virginia
$723K -$68.9K -525 -9%
SWM
1927
Stockman Wealth Management
Montana
$721K -$45.6K -347 -6%
ERWM
1928
Elk River Wealth Management
Colorado
$718K
HWA
1929
HMV Wealth Advisors
Louisiana
$716K -$33.3K -254 -5%
CA
1930
Cornerstone Advisory
Maryland
$715K -$12.6K -96 -2%
RC
1931
Rexford Capital
Texas
$712K
KWM
1932
KFG Wealth Management
Indiana
$709K +$1.84K +14 +0.3%
CPA
1933
Court Place Advisors
Maryland
$708K -$3.28K -25 -0.5%
Hudson Bay Capital Management
1934
Hudson Bay Capital Management
Connecticut
$708K -$714K -5,440 -51%
4A
1935
4Wealth Advisors
Illinois
$707K -$5.25K -40 -0.8%
RWA
1936
River Wealth Advisors
Pennsylvania
$706K -$24.8K -189 -3%
CCFM
1937
Clear Creek Financial Management
Washington
$706K +$34.1K +260 +5%
SFSG
1938
Sound Financial Strategies Group
Mississippi
$705K -$61.4K -468 -8%
BSB
1939
Bangor Savings Bank
Maine
$705K -$34.5K -263 -5%
TWM
1940
TriaGen Wealth Management
California
$705K +$472K +3,599 +216%
ACI
1941
Alpha Cubed Investments
California
$705K -$157K -1,198 -19%
GJWM
1942
Gilliland Jeter Wealth Management
Arkansas
$703K +$788 +6 +0.1%
PFS
1943
Physicians Financial Services
North Carolina
$702K
FWP
1944
FAS Wealth Partners
Kansas
$702K +$2.89K +22 +0.4%
CIM
1945
Cambria Investment Management
California
$700K +$686K +5,226 New
LKIM
1946
Lawson Kroeker Investment Management
Nebraska
$698K -$131K -1,000 -16%
LIA
1947
LBMC Investment Advisors
Tennessee
$697K +$325K +2,475 +91%
PMIA
1948
Patrick Mauro Investment Advisor
Illinois
$697K -$18.4K -140 -3%
PWM
1949
Prentice Wealth Management
New York
$696K -$16.7K -127 -2%
AI
1950
AXS Investments
New York
$696K +$227K +1,726 +50%