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Name Holding Trade Value Shares
Change
Change in
Stake
LF
1776
Lantz Financial
Illinois
$668K +$69.6K +240 +11%
GAG
1777
GM Advisory Group
New York
$667K -$85.3K -294 -11%
SRIM
1778
Saratoga Research & Investment Management
California
$665K
PCA
1779
Prosperity Capital Advisors
Ohio
$665K +$291K +1,005 +74%
WCA
1780
Westover Capital Advisors
Delaware
$663K -$23.2K -80 -3%
NCM
1781
NCM Capital Management
New Jersey
$663K -$2.9K -10 -0.4%
FMWA
1782
Forvis Mazars Wealth Advisors
Missouri
$662K +$79.8K +275 +13%
CCM
1783
Compass Capital Management
Minnesota
$662K
RFA
1784
Resurgent Financial Advisors
Georgia
$660K -$195K -672 -22%
TWP
1785
Tyche Wealth Partners
Texas
$660K +$248K +855 +58%
MSS
1786
Mitchell Sinkler & Starr
Pennsylvania
$659K
MIC
1787
Means Investment Company
Maine
$652K +$4.06K +14 +0.6%
HC
1788
Hara Capital
Washington
$652K
AWM
1789
Aviso Wealth Management
Washington
$650K +$45.8K +158 +7%
RCI
1790
RS Crum Inc
California
$649K
MHIC
1791
Marble Harbor Investment Counsel
Massachusetts
$647K +$12.2K +42 +2%
TCM
1792
Thoma Capital Management
Maryland
$647K -$64.7K -223 -9%
WAOTB
1793
Wealth Advisors of Tampa Bay
Florida
$647K +$69.6K +240 +12%
WH
1794
Willner & Heller
California
$644K -$222K -767 -25%
IP
1795
Ignite Planners
California
$644K +$15.4K +53 +2%
AI
1796
Accredited Investors
Minnesota
$643K +$33.9K +117 +5%
BFS
1797
BridgePort Financial Solutions
Iowa
$642K +$660K +2,276 New
SAM
1798
Secure Asset Management
Michigan
$642K +$290 +1 +0%
CSB
1799
City State Bank
Iowa
$642K
HFBOT
1800
Home Federal Bank of Tennessee
Tennessee
$641K -$77.7K -268 -11%