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Name Holding Trade Value Shares
Change
Change in
Stake
FWI
1751
Facet Wealth Inc
Maryland
$804K +$259K +725 +47%
MIM
1752
Macroview Investment Management
Maryland
$803K +$24K +67 +3%
VGDSS
1753
VUB Generali dochodkova spravcovska spolocnost
$803K +$777K +2,170 New
SL
1754
Sentinus LLC
Illinois
$801K +$71.6K +200 +10%
CCC
1755
Compass Capital Corp
Massachusetts
$798K +$29.7K +83 +4%
MA
1756
MONECO Advisors
Connecticut
$798K -$28.6K -80 -4%
BWM
1757
BigSur Wealth Management
Florida
$797K
EFSCE
1758
Enterprise Financial Services Corp (EFSC)
Missouri
$796K -$8.59K -24 -1%
AC
1759
Addison Capital
Pennsylvania
$793K
HWM
1760
Horizon Wealth Management
Illinois
$792K +$358 +1 +0%
CG
1761
Curat Global
New Hampshire
$792K
Members Trust
1762
Members Trust
Florida
$791K +$10.4K +29 +1%
HFW
1763
Horizon Family Wealth
Illinois
$791K +$1.79K +5 +0.2%
RCG
1764
Regatta Capital Group
California
$790K -$39.4K -110 -5%
FWA
1765
FSM Wealth Advisors
Ohio
$788K +$36.1K +101 +5%
DDPIC
1766
Deroy & Devereaux Private Investment Counsel
Michigan
$788K +$53.7K +150 +8%
NRC
1767
New Republic Capital
North Carolina
$788K +$415K +1,161 +120%
BSB
1768
Bangor Savings Bank
Maine
$787K -$13.2K -37 -2%
BHWM
1769
Bar Harbor Wealth Management
New Hampshire
$787K -$9.3K -26 -1%
OFG
1770
Oxford Financial Group
Indiana
$781K +$35.8K +100 +5%
KFGK
1771
Keystone Financial Group (Kentucky)
Kentucky
$781K +$18.6K +52 +3%
MWA
1772
Midland Wealth Advisors
Illinois
$781K -$515K -1,440 -41%
PAW
1773
Plan A Wealth
Nebraska
$781K +$46.2K +129 +7%
PJWM
1774
Philip James Wealth Mangement
Georgia
$780K
CNB
1775
Camden National Bank
Maine
$779K -$3.94K -11 -0.5%