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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1726
Formidable Asset Management
Ohio
$701K -$50.4K -185 -7%
MMPW
1727
Mitchell McLeod Pugh & Williams
Alabama
$698K +$48K +176 +8%
A
1728
AlphaQuest
New York
$698K +$660K +2,422 New
RI
1729
Ridgewood Investments
New Jersey
$697K -$101K -371 -13%
FNC
1730
First National Corp
Massachusetts
$697K +$57.2K +210 +10%
FFA
1731
Founders Financial Alliance
North Carolina
$695K +$1.09K +4 +0.2%
JWM
1732
Jeppson Wealth Management
California
$694K +$1.36K +5 +0.2%
RBFC
1733
Roman Butler Fullerton & Co
Missouri
$693K +$4.9K +18 +0.8%
MIC
1734
Means Investment Company
Maine
$692K +$272 +1 +0%
PP
1735
PDT Partners
New York
$691K +$654K +2,400 New
RWA
1736
Rainsberger Wealth Advisors
Colorado
$688K +$651K +2,390 New
LWM
1737
Liberty Wealth Management
California
$687K -$29.4K -108 -4%
CAM
1738
CPA Asset Management
Florida
$686K -$39.8K -146 -6%
LCM
1739
Lazari Capital Management
California
$685K -$32.2K -118 -5%
C
1740
Certuity
Florida
$683K +$214K +786 +50%
AAB
1741
ABN AMRO Bank
Netherlands
$674K -$9.81K -36 -2%
TWM
1742
Thrive Wealth Management
Pennsylvania
$673K +$272 +1 +0%
HC
1743
Hara Capital
Washington
$672K +$636K +2,334 New
BFO
1744
Biltmore Family Office
North Carolina
$672K
FMN
1745
Financial Management Network
California
$670K +$545 +2 +0.1%
LPT
1746
Legacy Private Trust
Wisconsin
$670K
LSA
1747
Lion Street Advisors
Texas
$669K -$691K -2,535 -52%
TA
1748
TFB Advisors
Kansas
$669K +$633K +2,322 New
CFS
1749
CRA Financial Services
New Jersey
$668K +$3.54K +13 +0.6%
WIC
1750
Woodmont Investment Counsel
Tennessee
$666K +$6.81K +25 +1%