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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
976
Allred Capital Management
Texas
$312K -$1.88K -10 -0.6%
RW
977
Rede Wealth
Virginia
$312K
9WM
978
9258 Wealth Management
Ohio
$312K +$44.7K +238 +17%
FM
979
Family Management
New York
$310K
CPC
980
Congress Park Capital
New York
$309K
OFS
981
OneAscent Financial Services
Alabama
$308K +$3.94K +21 +1%
QWM
982
QP Wealth Management
New Jersey
$306K
RGC
983
Roberts, Glore & Co
Illinois
$305K -$751 -4 -0.3%
F
984
F3Logic
Minnesota
$304K +$297K +1,580 New
GA
985
Geller Advisors
New York
$299K -$376 -2 -0.1%
HBCM
986
Heron Bay Capital Management
Michigan
$299K
WE
987
Wealth Effects
Massachusetts
$299K +$291K +1,549 New
FG
988
Fiduciary Group
Georgia
$297K
FRM
989
Foundation Resource Management
Arkansas
$297K
LFA
990
Legacy Financial Advisors
Kentucky
$297K +$37.8K +201 +15%
AP
991
Appleton Partners
Massachusetts
$295K -$22.5K -120 -7%
BHWM
992
Bar Harbor Wealth Management
New Hampshire
$295K -$6.58K -35 -2%
LSPW
993
Lake Street Private Wealth
Illinois
$295K +$286K +1,524 New
LPT
994
Legacy Private Trust
Wisconsin
$292K
LC
995
LCNB Corp
Ohio
$291K
EA
996
Eudaimonia Advisors
Tennessee
$291K +$283K +1,504 New
SAM
997
Steinberg Asset Management
New York
$290K -$36.6K -195 -12%
CA
998
Commerzbank Aktiengesellschaft
Germany
$290K
YMRC
999
Yorktown Management & Research Company
Virginia
$290K
BOPW
1000
Brandywine Oak Private Wealth
Pennsylvania
$288K -$70.8K -377 -20%