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Name Holding Trade Value Shares
Change
Change in
Stake
RMC
876
Resources Management Corp
Connecticut
$173K +$179K +4,850 +9,700%
CSB
877
City State Bank
Iowa
$167K
CIA
878
Cape Investment Advisory
Georgia
$164K +$814 +22 +0.5%
ADL
879
Asset Dedication LLC
California
$149K
TSW
880
Thompson Siegel & Walmsley
Virginia
$147K
RG
881
Retirement Group
California
$145K
CA
882
Clearstead Advisors
Ohio
$142K -$58.6K -1,583 -28%
DCBT
883
Dakota Community Bank & Trust
North Dakota
$142K
TSWM
884
Tyler-Stone Wealth Management
Ohio
$140K +$147K +3,976 New
SN
885
Sittner & Nelson
Oregon
$139K -$4.92K -133 -3%
BFPW
886
BOK Financial Private Wealth
Colorado
$139K +$36.2K +978 +33%
TFGT
887
TS Financial Group (TSFG)
Illinois
$135K +$481 +13 +0.3%
DJSG
888
D.J. St. Germain
Massachusetts
$134K +$140K +3,787 New
PAM
889
Paradigm Asset Management
New York
$127K
EBA
890
Eagle Bay Advisors
New York
$117K
BWA
891
BDO Wealth Advisors
Florida
$117K +$94.5K +2,553 +340%
AA
892
AlphaMark Advisors
Kentucky
$116K
NFSG
893
Newbridge Financial Services Group
Florida
$111K +$111 +3 +0.1%
RDIA
894
RE Dickinson Investment Advisors
Iowa
$110K
AW
895
Avion Wealth
Texas
$108K +$370 +10 +0.3%
NECFA
896
New England Capital Financial Advisors
Connecticut
$107K +$1.22K +33 +1%
MA
897
Montag & Associates
Georgia
$106K
IGWM
898
ICA Group Wealth Management
Colorado
$106K -$1.22M -32,981 -92%
PGAM
899
Princeton Global Asset Management
New Jersey
$106K -$281K -7,600 -72%
ME
900
McIlrath & Eck
Washington
$105K +$2.04K +55 +2%