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Name Holding Trade Value Shares
Change
Change in
Stake
CH
1351
Cromwell Holdings
Wyoming
$166K – – –
HC
1352
Hurley Capital
New York
$166K +$174K +1,600 New
RA
1353
Ransom Advisory
Rhode Island
$166K – – –
CTA
1354
Colonial Trust Advisors
South Carolina
$165K -$17.9K -164 -9%
LC
1355
Lindbrook Capital
California
$163K +$981 +9 +0.6%
ST
1356
Smithfield Trust
Pennsylvania
$161K – – –
RA
1357
Rise Advisors
New York
$154K -$10.5K -96 -6%
OC
1358
Oakmont Corp
California
$151K – – –
CAL
1359
Capital Analysts LLC
Pennsylvania
$140K – – –
BC
1360
Barrett & Company
Rhode Island
$138K – – –
DRP
1361
Decker Retirement Planning
Utah
$137K +$144K +1,322 New
AG
1362
AmeriFlex Group
Nevada
$135K +$137K +1,255 New
SFO
1363
Standard Family Office
South Dakota
$133K – – –
VWA
1364
VSM Wealth Advisory
Maryland
$132K +$139K +1,272 New
PSFG
1365
Park Square Financial Group
Georgia
$131K +$138K +1,268 New
DCM
1366
Davis Capital Management
Florida
$130K -$24.4K -224 -15%
OSNBOA
1367
Old Second National Bank of Aurora
Illinois
$126K -$4.14K -38 -3%
CFG
1368
CKW Financial Group
Hawaii
$125K – – –
FWA
1369
Flagship Wealth Advisors
Massachusetts
$124K +$131K +1,200 New
CCM
1370
CAAS Capital Management
New York
$122K +$129K +1,180 New
RTC
1371
Riverview Trust Company
Washington
$122K – – –
PA
1372
Pineridge Advisors
Missouri
$120K +$545 +5 +0.4%
CAS
1373
Coppell Advisory Solutions
Texas
$119K +$13.2K +121 +12%
PGAM
1374
Princeton Global Asset Management
New Jersey
$118K +$12K +110 +11%
CA
1375
Crewe Advisors
Utah
$114K -$218 -2 -0.2%