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Name Holding Trade Value Shares
Change
Change in
Stake
BMWS
1076
Brady Martz Wealth Solutions
North Dakota
$372K +$359K +1,022 New
AGA
1077
Arkos Global Advisors
Texas
$372K – – –
LC
1078
LCNB Corp
Ohio
$372K – – –
CWP
1079
Cyndeo Wealth Partners
Florida
$371K +$8.78K +25 +2%
Perfromance Wealth Partners
1080
Perfromance Wealth Partners
Illinois
$368K – – –
WhitTier Trust Company
1081
WhitTier Trust Company
Nevada
$368K +$43.6K +124 +13%
MIM
1082
Marco Investment Management
Georgia
$368K – – –
DWM
1083
Dorchester Wealth Management
Quebec, Canada
$367K -$6.32K -18 -2%
DA
1084
Dover Advisors
Virginia
$366K -$12.3K -35 -3%
CCB
1085
Cutter & Co Brokerage
Missouri
$366K – – –
ECM
1086
EagleClaw Capital Management
Massachusetts
$366K – – –
NCM
1087
Neumann Capital Management
California
$366K – – –
SAM
1088
S.A. Mason
Michigan
$366K – – –
GLA
1089
Good Life Advisors
Pennsylvania
$364K -$32.7K -93 -8%
VCP
1090
Verus Capital Partners
Arizona
$361K -$26.3K -75 -7%
SVWAG
1091
Sound View Wealth Advisors Group
Georgia
$356K -$703 -2 -0.2%
GSWM
1092
Golden State Wealth Management
California
$355K +$358K +1,018 New
Groupe la Francaise
1093
Groupe la Francaise
France
$355K +$358K +1,018 New
WE
1094
Wealth Effects
Massachusetts
$352K – – –
TCM
1095
Twin Capital Management
Pennsylvania
$352K -$8.43K -24 -2%
HWA
1096
Heartwood Wealth Advisors
Virginia
$350K – – –
FC
1097
Fulcrum Capital
Washington
$349K – – –
JPWM
1098
Jamison Private Wealth Management
Georgia
$349K +$4.92K +14 +1%
Summit Financial
1099
Summit Financial
New Jersey
$349K +$37.2K +106 +12%
CB
1100
Chris Bulman
California
$349K -$3.16K -9 -0.9%