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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
2051
Pinion Investment Advisors
Kansas
$504K -$137K -464 -22%
Members Trust
2052
Members Trust
Florida
$504K -$295 -1 -0.1%
CFAM
2053
Center For Asset Management
Florida
$504K +$477K +1,616 New
BW
2054
BIP Wealth
Georgia
$500K +$18.6K +63 +4%
CH
2055
Cromwell Holdings
Wyoming
$499K
SIM
2056
Sentry Investment Management
Wisconsin
$499K -$152K -515 -23%
CAAS
2057
Capital Asset Advisory Services
Michigan
$499K -$90.4K -306 -16%
SFG
2058
Sovereign Financial Group
Connecticut
$498K -$7.38K -25 -2%
PWM
2059
Paulson Wealth Management
Illinois
$497K -$18K -61 -4%
NAS
2060
Nicolet Advisory Services
Wisconsin
$496K +$6.5K +22 +1%
MIA
2061
MainStreet Investment Advisors
Illinois
$495K -$100K -339 -18%
ICM
2062
IMS Capital Management
Oregon
$495K -$1.09M -3,705 -70%
TBT
2063
Texas Bank & Trust
Texas
$493K +$216K +733 +86%
DWM
2064
Defined Wealth Management
Oregon
$492K +$15.4K +52 +3%
ACA
2065
Aspire Capital Advisors
Washington
$492K +$6.5K +22 +1%
FFA
2066
Founders Financial Alliance
North Carolina
$491K +$12.4K +42 +3%
RIS
2067
Retirement Income Solutions
Michigan
$489K
ECA
2068
Elevated Capital Advisors
Utah
$489K -$27.5K -93 -6%
WFM
2069
Wolff Financial Management
Michigan
$489K
CFG
2070
Copley Financial Group
California
$489K -$8.86K -30 -2%
SFA
2071
Seneca Financial Advisors
New York
$488K
KFS
2072
Kaizen Financial Strategies
California
$487K +$3.54K +12 +0.8%
LA
2073
Lane & Associates
New Jersey
$487K +$18.9K +64 +4%
VPP
2074
Vertex Planning Partners
Illinois
$487K -$9.74K -33 -2%
SFG
2075
Sunburst Financial Group
Alabama
$487K -$104K -353 -18%