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Name Holding Trade Value Shares
Change
Change in
Stake
NWWA
1601
New Wave Wealth Advisors
Arkansas
$212K +$43.6K +184 +22%
CSB
1602
City State Bank
Iowa
$211K -$11.8K -50 -5%
BOPW
1603
Brandywine Oak Private Wealth
Pennsylvania
$211K -$15.6K -66 -6%
AMG
1604
APS Management Group
California
$211K – – –
CNBTD
1605
Citizens National Bank Trust Department
Mississippi
$211K -$444K -1,876 -65%
ISWM
1606
Independent Solutions Wealth Management
New York
$211K -$14.2K -60 -6%
LF
1607
LifePlan Financial
Minnesota
$210K -$63K -266 -21%
MCM
1608
MV Capital Management
Maryland
$209K -$28.9K -122 -11%
RWA
1609
Rooted Wealth Advisors
Illinois
$205K +$24.2K +102 +11%
SMA
1610
Sage Mountain Advisors
Georgia
$205K -$11.8K -50 -5%
HP
1611
Highlander Partners
Texas
$205K – – –
JFGLC
1612
Johnson Financial Group LLC (Colorado)
Colorado
$204K +$5.21K +22 +2%
PG
1613
Prostatis Group
Maryland
$204K +$236K +996 New
KF
1614
Kelsey Financial
California
$204K +$235K +993 New
VAS
1615
Vestmark Advisory Solutions
Massachusetts
$204K +$235K +993 New
AWM
1616
Avior Wealth Management
Nebraska
$203K -$128K -539 -35%
WAOI
1617
Wealth Advisors of Iowa
Iowa
$203K -$35.5K -150 -13%
IA
1618
IFC Advisors
California
$202K -$13.5K -57 -5%
FFG
1619
Fiduciary Financial Group
California
$201K +$233K +982 New
CWM
1620
Cornerstone Wealth Management
Missouri
$201K -$100K -424 -30%
PFG
1621
Putney Financial Group
California
$201K -$4.26K -18 -2%
CPBTD
1622
Central Pacific Bank - Trust Division
Hawaii
$200K +$53.8K +227 +30%
BWA
1623
Basecamp Wealth Advisors
Washington
$195K -$28.2K -119 -11%
EWM
1624
Evermay Wealth Management
Virginia
$194K +$16.6K +70 +8%
GFA
1625
Godfrey Financial Associates
New York
$193K – – –