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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1101
AIMZ Investment Advisors
California
$262K -$6.1K -71 -2%
GWM
1102
GDS Wealth Management
Texas
$262K -$258 -3 -0.1%
OWM
1103
OneAscent Wealth Management
Alabama
$260K -$6.71K -78 -3%
GSB
1104
Greenfield Savings Bank
Massachusetts
$257K – – –
LAM
1105
Lewis Asset Management
California
$256K +$9.11K +106 +4%
PHIC
1106
Pine Haven Investment Counsel
Massachusetts
$256K – – –
DMBA
1107
Deseret Mutual Benefit Administrators
Utah
$256K – – –
OPPS
1108
Obsidian Personal Planning Solutions
Maryland
$254K +$19.5K +227 +9%
PT
1109
Plimoth Trust
Massachusetts
$253K – – –
MFG
1110
Marmo Financial Group
Tennessee
$252K – – –
AFA
1111
American Financial Advisors
Georgia
$251K +$172 +2 +0.1%
MM
1112
Meridian Management
Arkansas
$250K +$1.98K +23 +0.8%
GAG
1113
GM Advisory Group
New York
$250K +$1.38K +16 +0.6%
SFG
1114
Sunburst Financial Group
Alabama
$250K -$16.5K -192 -6%
PRWA
1115
Platte River Wealth Advisors
Colorado
$250K – – –
DWS
1116
Dynamic Wealth Strategies
California
$250K -$11.9K -139 -5%
FOA
1117
Five Oceans Advisors
California
$250K -$16.3K -190 -6%
TAM
1118
Titleist Asset Management
Texas
$249K +$24.8K +288 +12%
RCWM
1119
Royal Capital Wealth Management
Indiana
$248K +$172 +2 +0.1%
COCM
1120
Charter Oak Capital Management
New Hampshire
$247K – – –
CCG
1121
Chatham Capital Group
Georgia
$247K – – –
AWA
1122
Arkadios Wealth Advisors
Georgia
$247K +$238K +2,763 New
WPP
1123
Whalerock Point Partners
Rhode Island
$246K – – –
SAG
1124
SageView Advisory Group
California
$246K +$237K +2,755 New
NAS
1125
NWF Advisory Services
California
$246K +$237K +2,752 New