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Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
951
Correct Capital Wealth Management
Missouri
$552K
PP
952
PDS Planning
Ohio
$551K -$64.2K -217 -10%
HBT
953
Hills Bank & Trust
Iowa
$550K -$2.96K -10 -0.5%
TPI
954
Trust Point Inc
Wisconsin
$547K +$140K +474 +33%
OP
955
ORG Partners
Indiana
$547K +$93.5K +316 +20%
AFG
956
Atomi Financial Group
New York
$546K -$14.8K -50 -3%
HWP
957
Highline Wealth Partners
California
$542K -$7.1K -24 -1%
VAG
958
VisionPoint Advisory Group
Texas
$542K +$556K +1,879 New
SMA
959
Sage Mountain Advisors
Georgia
$541K -$6.51K -22 -1%
MMG
960
Monetary Management Group
Missouri
$540K
CBT
961
CoreFirst Bank & Trust
Kansas
$537K
GTAM
962
Global Trust Asset Management
Florida
$534K -$52.7K -178 -9%
ACM
963
Advisors Capital Management
New Jersey
$533K +$90.2K +305 +20%
APG
964
Abacus Planning Group
South Carolina
$532K -$5.33K -18 -1%
NI
965
Natural Investments
California
$531K +$10.7K +36 +2%
ADL
966
Asset Dedication LLC
California
$529K -$201K -679 -27%
SHFA
967
SS&H Financial Advisors
Michigan
$528K
CIM
968
CIM Investment Management
Pennsylvania
$527K -$555K -1,877 -51%
DWM
969
Diversify Wealth Management
Utah
$527K -$8.29K -28 -1%
PWM
970
Palumbo Wealth Management
New York
$524K +$12.7K +43 +2%
PL
971
Plancorp LLC
Missouri
$521K -$29K -98 -5%
II
972
Impact Investors
California
$520K -$182K -614 -25%
First Manhattan
973
First Manhattan
New York
$519K +$12.4K +42 +2%
PCMI
974
Paradigm Capital Management Inc
New York
$519K
SAM
975
Sectoral Asset Management
Quebec, Canada
$519K