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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1701
Chemistry Wealth Management
New York
$772K
IBOK
1702
Independence Bank of Kentucky
Kentucky
$771K +$460K +1,550 +110%
BAM
1703
Brave Asset Management
New Jersey
$770K
FHA
1704
Flagship Harbor Advisors
Massachusetts
$770K +$243K +818 +38%
RWM
1705
Rialto Wealth Management
New York
$769K +$876K +2,952 New
BF
1706
bLong Financial
Tennessee
$769K +$875K +2,950 New
SC
1707
Sapient Capital
Indiana
$769K +$5.64K +19 +0.6%
NCM
1708
Northwest Capital Management
Oregon
$765K -$19.6K -66 -2%
LKIM
1709
Lawson Kroeker Investment Management
Nebraska
$762K -$43K -145 -5%
WH
1710
Willner & Heller
California
$762K +$391K +1,317 +82%
RCWM
1711
Royal Capital Wealth Management
Indiana
$762K -$63.2K -213 -7%
CWS
1712
Cypress Wealth Services
California
$762K -$59K -199 -6%
FFG
1713
Fortress Financial Group
Minnesota
$758K +$863K +2,910 New
MA
1714
MBA Advisors
Pennsylvania
$758K +$16.9K +57 +2%
APA
1715
Astoria Portfolio Advisors
New York
$757K +$67.1K +226 +9%
MAWA
1716
Moss Adams Wealth Advisors
Washington
$756K -$42.7K -144 -5%
PPWP
1717
Proquility Private Wealth Partners
Nevada
$753K -$135K -456 -14%
TWM
1718
Thrive Wealth Management
Pennsylvania
$753K +$3.86K +13 +0.5%
CA
1719
Cornerstone Advisory
Maryland
$752K +$27.3K +92 +4%
PPW
1720
Parcion Private Wealth
Washington
$752K
GWS
1721
Greykasell Wealth Strategies
California
$750K +$853K +2,876 New
APW
1722
Austin Private Wealth
Texas
$744K +$140K +473 +20%
SA
1723
Sylvest Advisors
Texas
$744K +$846K +2,853 New
OFS
1724
OneAscent Financial Services
Alabama
$743K +$622K +2,096 +278%
AWM
1725
Accurate Wealth Management
Florida
$741K +$29.4K +99 +4%