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Name Holding Trade Value Shares
Change
Change in
Stake
DL
2301
DOHJ LLC
Washington
$2.81M +$57K +451 +2%
PWMG
2302
Prestige Wealth Management Group
New Jersey
$2.8M +$12.1K +96 +0.4%
BWM
2303
BigSur Wealth Management
Florida
$2.79M -$15.8K -125 -0.5%
BWP
2304
BSW Wealth Partners
Colorado
$2.79M -$41K -324 -1%
PB
2305
Pinnacle Bancorp
Nebraska
$2.79M +$8.6K +68 +0.3%
HWP
2306
Highline Wealth Partners
California
$2.79M +$3.12M +24,654 New
FAM
2307
Formidable Asset Management
Ohio
$2.78M +$272K +2,149 +10%
RHP
2308
Royal Harbor Partners
Texas
$2.78M +$3.11M +24,605 New
CCM
2309
Chickasaw Capital Management
Tennessee
$2.78M
EFSCE
2310
Enterprise Financial Services Corp (EFSC)
Missouri
$2.78M +$282K +2,233 +10%
VHAM
2311
Van Hulzen Asset Management
California
$2.77M -$1.61M -12,744 -34%
ESB
2312
Essex Savings Bank
Connecticut
$2.76M +$68.1K +539 +2%
LA
2313
Lindenwold Advisors
Pennsylvania
$2.75M +$97.1K +768 +3%
BO
2314
BRR OpCo
Ohio
$2.75M +$77.7K +615 +3%
EFG
2315
Everhart Financial Group
Ohio
$2.75M +$245K +1,938 +9%
WCAMG
2316
Woodard & Company Asset Management Group
North Carolina
$2.75M +$306K +2,421 +11%
RTS
2317
Round Table Services
New Jersey
$2.74M +$659K +5,210 +27%
RTC
2318
Riverview Trust Company
Washington
$2.74M -$8.97K -71 -0.3%
WA1
2319
Wimmer Associates 1
California
$2.74M -$1.25M -9,923 -27%
PWM
2320
PRW Wealth Management
Massachusetts
$2.74M +$6.45K +51 +0.2%
SWA
2321
Sutton Wealth Advisors
Florida
$2.74M +$229K +1,814 +8%
JAG
2322
Journey Advisory Group
Kentucky
$2.73M +$89.4K +707 +3%
RA
2323
Rational Advisors
New York
$2.73M +$156K +1,232 +5%
AC
2324
Apella Capital
Connecticut
$2.72M +$20.2K +160 +0.7%
QCIG
2325
Quad-Cities Investment Group
Iowa
$2.72M +$8.09K +64 +0.3%