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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1251
Axxcess Wealth Management
California
$569K -$1.31M -12,711 -70%
CIA
1252
Cladis Investment Advisory
Montana
$567K +$21.4K +208 +4%
CT
1253
Coastline Trust
Rhode Island
$566K +$84K +818 +18%
FMP
1254
Financial Management Professionals
Texas
$565K +$28.8K +280 +5%
ACA
1255
Ackerman Capital Advisors
Texas
$565K – – –
CCFCSB
1256
Cape Cod Five Cents Savings Bank
Massachusetts
$564K -$33.6K -327 -6%
APW
1257
Austin Private Wealth
Texas
$564K +$47.6K +463 +9%
CWP
1258
Concord Wealth Partners
Virginia
$564K +$175K +1,700 +45%
GRP
1259
Global Retirement Partners
California
$563K -$82K -798 -13%
LA
1260
LBP AM
France
$562K – – –
OWM
1261
OneAscent Wealth Management
Alabama
$561K -$117K -1,141 -17%
ARMT
1262
Amica Retiree Medical Trust
Rhode Island
$561K – – –
FTC
1263
Farmers Trust Company
Ohio
$560K -$2.77K -27 -0.5%
IIM
1264
Ipswich Investment Management
Massachusetts
$559K +$12.2K +119 +2%
EWP
1265
Engrave Wealth Partners
Texas
$559K +$17.1K +166 +3%
AIM
1266
Athena Investment Management
California
$554K -$6.47K -63 -1%
CPIG
1267
Chicago Partners Investment Group
Illinois
$554K +$31.2K +304 +7%
WIM
1268
Warwick Investment Management
Texas
$551K +$205 +2 +0%
SFP
1269
Sweet Financial Partners
Minnesota
$551K – – –
SWM
1270
Stockman Wealth Management
Montana
$550K -$21.4K -208 -4%
SOAMC
1271
Spirit of America Management Corp
New York
$549K -$514K -5,000 -49%
KCPG
1272
Kavar Capital Partners Group
Kansas
$547K +$1.54K +15 +0.3%
RIA
1273
Realta Investment Advisors
Delaware
$546K +$86.3K +840 +19%
AAIS
1274
ABN AMRO Investment Solutions
$545K -$22.2K -216 -4%
VWA
1275
Visionary Wealth Advisors
Illinois
$544K -$184K -1,791 -25%
49 50
51
52 53