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Name Holding Trade Value Shares
Change
Change in
Stake
RWB
2526
RMR Wealth Builders
New Jersey
$874K -$941 -9 -0.1%
JF
2527
JMN Financial
Ohio
$874K +$119K +1,137 +18%
VAS
2528
Valicenti Advisory Services
New York
$873K +$4.18K +40 +0.5%
POIA
2529
Pin Oak Investment Advisors
Texas
$871K -$20.3K -194 -3%
CBT
2530
CoreFirst Bank & Trust
Kansas
$869K -$54.5K -521 -7%
VEM
2531
Vann Equity Management
Texas
$868K -$1.46K -14 -0.2%
PWA
2532
Physician Wealth Advisors
Utah
$867K +$40.8K +390 +6%
RCWM
2533
Royal Capital Wealth Management
Indiana
$867K
APA
2534
Astoria Portfolio Advisors
New York
$867K +$137K +1,313 +22%
MCA
2535
Magnolia Capital Advisors
Mississippi
$865K +$11.1K +106 +1%
OSNBOA
2536
Old Second National Bank of Aurora
Illinois
$865K -$6.17K -59 -0.8%
FSAG
2537
Financial Solutions Advisory Group
Illinois
$865K +$112K +1,070 +17%
AWMS
2538
Advocacy Wealth Management Services
Georgia
$863K +$21.4K +205 +3%
MCM
2539
Maple Capital Management
Vermont
$863K -$126K -1,206 -14%
RA
2540
Ruggaard & Associates
Ohio
$861K
AFWM
2541
AMJ Financial Wealth Management
Virginia
$861K
NAMM
2542
NorthStar Asset Management (Massachusetts)
Massachusetts
$859K -$102K -976 -12%
IWN
2543
Independent Wealth Network
Iowa
$858K +$5.12K +49 +0.7%
CI
2544
Cherokee Insurance
Michigan
$857K
CCP
2545
Cushing Capital Partners
Wisconsin
$857K -$21.8K -208 -3%
CWM
2546
Cranbrook Wealth Management
Michigan
$857K
RCG
2547
Regatta Capital Group
California
$857K +$93.9K +898 +14%
GAM
2548
GEM Asset Management
Michigan
$856K +$1.25K +12 +0.2%
FWP
2549
Falcon Wealth Planning
California
$856K -$25K -239 -3%
SDWIA
2550
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$855K -$9.1K -87 -1%