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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2276
PBMares Wealth Management
Virginia
$857K +$50K +70 +6%
Members Trust
2277
Members Trust
Florida
$856K -$8.57K -12 -1%
ASBI
2278
American State Bank (Iowa)
Iowa
$856K -$293K -411 -26%
PWG
2279
Portside Wealth Group
Utah
$847K +$9.99K +14 +1%
OPPS
2280
Obsidian Personal Planning Solutions
Maryland
$844K -$60.7K -85 -7%
KWM
2281
Kolinsky Wealth Management
New Jersey
$841K +$128K +180 +19%
USWIA
2282
UP Strategic Wealth Investment Advisors
Pennsylvania
$834K
BTWM
2283
Baker Tilly Wealth Management
Wisconsin
$833K -$839K -1,175 -51%
OL
2284
OneFund LLC
Florida
$830K -$13.6K -19 -2%
SMA
2285
Seven Mile Advisory
New Jersey
$830K +$2.14K +3 +0.3%
IBOK
2286
Independence Bank of Kentucky
Kentucky
$828K +$17.8K +25 +2%
HL
2287
HeadInvest LLC
Maine
$827K -$749K -1,049 -48%
WWP
2288
Walden Wealth Partners
Ohio
$826K
HWM
2289
Heirloom Wealth Management
Colorado
$826K -$2.14K -3 -0.3%
FFA
2290
Florida Financial Advisors
Florida
$824K +$70.7K +99 +10%
WPC
2291
Waters Parkerson & Co
Louisiana
$821K -$46.4K -65 -5%
WLG
2292
Williamson Legacy Group
Indiana
$821K -$4.28K -6 -0.5%
BIG
2293
Builder Investment Group
Georgia
$821K
RW
2294
REDW Wealth
New Mexico
$820K
FNBOH
2295
First National Bank of Hutchinson
Kansas
$819K -$492K -689 -38%
FCA
2296
FLC Capital Advisors
California
$819K
Vanguard Capital Wealth Advisors
2297
Vanguard Capital Wealth Advisors
Colorado
$818K +$714 +1 +0.1%
HHAA
2298
Henry H. Armstrong Associates
Pennsylvania
$818K
DC
2299
Destiny Capital
Colorado
$818K
HBT
2300
Heartland Bank & Trust
Illinois
$815K -$5K -7 -0.6%