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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1901
North Star Investment Management
Illinois
$606K
DWG
1902
Darden Wealth Group
Michigan
$605K -$214K -433 -24%
KIM
1903
Kestra Investment Management
Texas
$603K -$109K -220 -14%
LFP
1904
Leeward Financial Partners
Washington
$601K -$3.65M -7,374 -85%
NB
1905
Northwest Bancshares
Pennsylvania
$601K
TBC
1906
Ted Buchan & Co
California
$597K +$6.44K +13 +1%
CFO
1907
CVA Family Office
Colorado
$596K -$18.3K -37 -3%
ONSWM
1908
Old North State Wealth Management
North Carolina
$595K +$66.8K +135 +11%
EB
1909
Emprise Bank
Kansas
$595K -$46K -93 -6%
CCA
1910
Coign Capital Advisors
Utah
$593K +$660K +1,334 New
AWM
1911
Ariadne Wealth Management
California
$593K +$169K +341 +35%
OF
1912
Outfitter Financial
Maine
$591K
TA
1913
TruWealth Advisors
Louisiana
$591K -$9.41K -19 -1%
CGH
1914
CMG Global Holdings
Texas
$591K +$22.8K +46 +4%
RIA
1915
Richwood Investment Advisors
Ohio
$591K +$69.3K +140 +12%
CWM
1916
Cornerstone Wealth Management
Missouri
$590K +$11.9K +24 +2%
SWIG
1917
Strategic Wealth Investment Group
Kentucky
$588K -$143K -289 -18%
RWM
1918
Riverbend Wealth Management
South Carolina
$587K +$654K +1,321 New
MWM
1919
Moran Wealth Management
Florida
$585K -$11.2M -22,684 -95%
VC
1920
Veery Capital
Delaware
$585K +$11.9K +24 +2%
AWM
1921
Avior Wealth Management
Nebraska
$582K +$257K +520 +66%
EWM
1922
Evermay Wealth Management
Virginia
$582K +$139K +280 +27%
GSB
1923
Greenfield Savings Bank
Massachusetts
$582K +$61.4K +124 +10%
TCM
1924
Tributary Capital Management
Nebraska
$580K -$32.2K -65 -5%
RWP
1925
Revolve Wealth Partners
New Jersey
$580K -$18.3K -37 -3%