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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1501
Virtue Capital Management
Tennessee
$360K +$1.66K +6 +0.4%
KSB
1502
Kennebec Savings Bank
Maine
$359K +$43.5K +157 +12%
BAG
1503
Bauman Advisory Group
Nevada
$357K +$407K +1,468 New
AFGAS
1504
Allegiance Financial Group Advisory Services
Virginia
$355K +$405K +1,462 New
AWA
1505
Ark Wealth Advisors
California
$355K +$154K +555 +61%
CAAS
1506
Capital Asset Advisory Services
Michigan
$354K +$71.2K +257 +22%
SA
1507
SPWM Advisors
Michigan
$354K -$62.3K -225 -13%
GI
1508
GAMCO Investors
Connecticut
$353K -$8.59K -31 -2%
WKSWA
1509
White Knight Strategic Wealth Advisors
New Jersey
$351K -$31.6K -114 -7%
SW
1510
SteelPeak Wealth
California
$351K -$757K -2,732 -65%
OA
1511
Oxbow Advisors
Texas
$351K -$4.07M -14,706 -91%
PWM
1512
Palumbo Wealth Management
New York
$350K -$25.2K -91 -6%
PT
1513
Plimoth Trust
Massachusetts
$350K -$524K -1,890 -57%
RCM
1514
Requisite Capital Management
Texas
$350K -$15K -54 -4%
AWE
1515
Avidian Wealth Enterprises
Texas
$349K -$48.2K -174 -11%
RWB
1516
RMR Wealth Builders
New Jersey
$349K +$11.1K +40 +3%
ISFAN
1517
Investor's Fiduciary Advisor Network
Washington
$348K +$156K +562 +64%
NPA
1518
Nichols & Pratt Advisers
Massachusetts
$347K
BFF
1519
Byrne Financial Freedom
Massachusetts
$347K -$77.3K -279 -16%
BFIM
1520
Beese Fulmer Investment Management
Ohio
$346K +$80.9K +292 +26%
MFA
1521
Mayflower Financial Advisors
Massachusetts
$346K +$106K +384 +37%
DWM
1522
Destination Wealth Management
California
$346K -$94.7K -342 -19%
BCG
1523
Breakwater Capital Group
New Jersey
$345K +$62.9K +227 +19%
AWM
1524
Ariadne Wealth Management
California
$344K +$393K +1,417 New
CM
1525
Cercano Management
Washington
$343K