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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1001
Capital Wealth Planning
Florida
$315K -$1.29K -16 -0.4%
SL
1002
Salomon & Ludwin
Virginia
$314K
LAI
1003
Legal Advantage Investments
California
$314K -$16.1K -200 -5%
NB
1004
Nicolet Bankshares
Wisconsin
$312K
LWL
1005
Leo Wealth LLC
Texas
$311K +$304K +3,768 New
CCWM
1006
Cassaday & Co Wealth Management
Virginia
$310K
FWTB
1007
First Western Trust Bank
Colorado
$310K -$7.82K -97 -3%
AT
1008
American Trust
Kentucky
$308K -$82.1K -1,019 -21%
CC
1009
Chicago Capital
Illinois
$308K +$300K +3,728 New
BWM
1010
Baron Wealth Management
Michigan
$307K +$1.69K +21 +0.6%
NSB
1011
Norway Savings Bank
Maine
$306K +$33.4K +415 +13%
CFGS
1012
Concourse Financial Group Securities
Alabama
$305K +$79.6K +988 +36%
FIBT
1013
First International Bank & Trust
North Dakota
$304K -$175K -2,172 -37%
AFC
1014
AFT Forsyth & Company
Florida
$303K
GIM
1015
Goelzer Investment Management
Indiana
$302K +$295K +3,663 New
SC
1016
Schoolcraft Capital
Colorado
$302K
EIP
1017
Ellis Investment Partners
Pennsylvania
$300K +$483 +6 +0.2%
APW
1018
Acima Private Wealth
Virginia
$300K
GVAG
1019
Great Valley Advisor Group
Delaware
$300K +$39.1K +485 +15%
DAM
1020
Delta Asset Management
Tennessee
$297K
OS
1021
Objectivity Squared
South Carolina
$296K +$289K +3,584 New
LIM
1022
Letson Investment Management
Georgia
$294K +$287K +3,563 New
APA
1023
Astoria Portfolio Advisors
New York
$294K -$126K -1,558 -29%
Empower Advisory Group
1024
Empower Advisory Group
Colorado
$292K -$92.9K -1,153 -25%
ASBI
1025
American State Bank (Iowa)
Iowa
$292K