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Name Holding Trade Value Shares
Change
Change in
Stake
EFL
1701
ERn Financial LLC
Wisconsin
$788K -$68.7K -131 -8%
ALAM
1702
Asahi Life Asset Management
Japan
$786K +$556K +1,060 +220%
CIAS
1703
Capital Investment Advisory Services
North Carolina
$785K -$74.5K -142 -8%
TWM
1704
Thrive Wealth Management
Pennsylvania
$781K -$184K -350 -19%
WAM
1705
Werlinich Asset Management
Connecticut
$778K +$5.77K +11 +0.7%
PIA
1706
Pinion Investment Advisors
Kansas
$778K -$254K -485 -24%
KA
1707
Klingman & Associates
New York
$777K +$433K +826 +119%
AT
1708
Arden Trust
Delaware
$774K -$13.6K -26 -2%
SFB
1709
STAR Financial Bank
Indiana
$774K -$113K -215 -12%
I
1710
InceptionR
California
$770K -$241K -460 -23%
PHAM
1711
Palisades Hudson Asset Management
Florida
$769K
CP
1712
Castleview Partners
Texas
$768K +$39.3K +75 +5%
MW
1713
Marcum Wealth
Ohio
$765K +$28.3K +54 +4%
LFM
1714
Lumina Fund Management
New York
$765K
HWA
1715
Heritage Wealth Advisors
Virginia
$764K -$47.2K -90 -6%
ZF
1716
Zhang Financial
Michigan
$764K +$40.4K +77 +6%
SWS
1717
SYSTM Wealth Solutions
Illinois
$763K +$20.5K +39 +3%
FAFN
1718
First Affirmative Financial Network
Colorado
$759K +$56.7K +108 +8%
ISL
1719
Ingalls & Snyder LLC
New York
$759K
AIA
1720
Angeles Investment Advisors
California
$759K +$781K +1,488 New
OP
1721
ORG Partners
Indiana
$752K +$2.1K +4 +0.3%
ETIA
1722
Epic Trust Investment Advisors
Washington
$746K +$33.6K +64 +5%
PB
1723
Pinnacle Bancorp
Nebraska
$745K +$5.77K +11 +0.8%
VC
1724
Veracity Capital
Georgia
$745K +$35.7K +68 +5%
JWM
1725
Jeppson Wealth Management
California
$744K +$6.3K +12 +0.8%