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Name Holding Trade Value Shares
Change
Change in
Stake
CBTWT
1351
Community Bank & Trust (Waco, Texas)
Texas
$659K – – –
FAG
1352
Fortitude Advisory Group
Washington
$657K +$505K +2,216 +204%
Signature Estate & Investment Advisors
1353
Signature Estate & Investment Advisors
California
$657K -$452K -1,984 -38%
Zhang Financial
1354
Zhang Financial
Michigan
$655K +$343K +1,506 +84%
Bryn Mawr Capital Management
1355
Bryn Mawr Capital Management
Pennsylvania
$654K -$889K -3,902 -54%
LexAurum Advisors
1356
LexAurum Advisors
Kansas
$653K +$747K +3,282 New
PWMG
1357
Pinnacle Wealth Management Group
Michigan
$651K -$4.55K -20 -0.6%
RFS
1358
RM Financial Services
Maine
$651K – – –
TWM
1359
Triton Wealth Management
Arizona
$650K +$73.8K +324 +12%
Koshinski Asset Management
1360
Koshinski Asset Management
Illinois
$650K +$51K +224 +7%
Valmark Advisers
1361
Valmark Advisers
Ohio
$648K +$5.46K +24 +0.7%
RFA
1362
Register Financial Advisors
Georgia
$648K -$320K -1,406 -30%
Bragg Financial Advisors
1363
Bragg Financial Advisors
North Carolina
$648K +$7.52K +33 +1%
AWM
1364
Ameliora Wealth Management
Switzerland
$647K -$285K -1,250 -28%
WealthPlan Investment Management
1365
WealthPlan Investment Management
Nebraska
$647K +$12.3K +54 +2%
Leo Wealth LLC
1366
Leo Wealth LLC
Texas
$647K +$137K +602 +23%
Goelzer Investment Management
1367
Goelzer Investment Management
Indiana
$646K -$4.55K -20 -0.6%
Guardian Partners
1368
Guardian Partners
Canada
$644K -$1.35M -5,949 -65%
SP
1369
Stonebrook Private
Michigan
$643K +$45.5K +200 +7%
Crewe Advisors
1370
Crewe Advisors
Utah
$639K +$7.29K +32 +1%
Forvis Mazars Wealth Advisors
1371
Forvis Mazars Wealth Advisors
Missouri
$639K +$1.14K +5 +0.2%
SAM
1372
Silphium Asset Management
United Kingdom
$637K +$729K +3,200 New
AFM
1373
Abbot Financial Management
Massachusetts
$635K -$34.2K -150 -4%
GAM
1374
Grandview Asset Management
Pennsylvania
$633K +$67.4K +296 +10%
SCA
1375
Southern Capital Advisors
Tennessee
$633K – – –