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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1676
Seelaus Asset Management
New Jersey
$517K +$80K +1,431 +19%
V
1677
VeraBank
Texas
$516K +$11.2K +201 +2%
CAI
1678
Capital Advisors Inc
Oklahoma
$515K +$20.4K +365 +4%
DPI
1679
Diversified Portfolios Inc
Michigan
$515K +$127K +2,280 +34%
AWA
1680
Arkadios Wealth Advisors
Georgia
$515K +$152K +2,725 +43%
OPA
1681
Old Port Advisors
Maine
$511K -$36.9K -660 -7%
CFO
1682
CVA Family Office
Colorado
$511K +$70.3K +1,257 +16%
WCM
1683
Wedge Capital Management
North Carolina
$509K -$155K -2,772 -24%
LC
1684
Lindbrook Capital
California
$509K -$13.3K -238 -3%
JFGIW
1685
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$509K +$9.73K +174 +2%
BB
1686
Bell Bank
North Dakota
$507K -$1.79K -32 -0.4%
RIA
1687
Regal Investment Advisors
Michigan
$507K +$497K +8,884 New
CCA
1688
Conservest Capital Advisors
Pennsylvania
$505K +$447 +8 +0.1%
FMW
1689
Farr Miller & Washington
District of Columbia
$504K
GSEP
1690
Golden State Equity Partners
California
$499K -$23.8K -426 -5%
EBA
1691
Eagle Bay Advisors
New York
$499K +$485K +8,667 New
EA
1692
Emerald Advisors
Washington
$498K +$17.9K +321 +4%
CWC
1693
Carolinas Wealth Consulting
North Carolina
$494K +$839 +15 +0.2%
BFS
1694
Bard Financial Services
Connecticut
$491K
CPIG
1695
Chicago Partners Investment Group
Illinois
$490K +$23.8K +426 +5%
MAA
1696
Mraz Amerine & Associates
California
$485K
SRC
1697
Shufro Rose & Co
New York
$485K +$6.82K +122 +1%
FMWA
1698
Forvis Mazars Wealth Advisors
Missouri
$483K -$81.7K -1,461 -15%
FFG
1699
Frisch Financial Group
New York
$483K -$5.65K -101 -1%
W
1700
Wealthquest
Ohio
$479K