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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2901
Fingerlakes Wealth Management
New York
$594K +$11.5K +110 +2%
WMP
2902
Wealth Management Partners
Arizona
$594K – – –
FPFC
2903
Financial Planning Fort Collins
Colorado
$593K -$105 -1 -0%
RMAM
2904
Raab & Moskowitz Asset Management
New Jersey
$593K -$3.56K -34 -0.7%
RTC
2905
Riverview Trust Company
Washington
$592K – – –
MWM
2906
Marietta Wealth Management
Georgia
$592K +$31.4K +300 +6%
CVM
2907
Cheviot Value Management
California
$591K +$41.8K +400 +9%
ANBT
2908
American National Bank & Trust
Texas
$590K +$13.9K +133 +3%
Vanguard Capital Wealth Advisors
2909
Vanguard Capital Wealth Advisors
Colorado
$589K +$524K +5,011 New
AAP
2910
Aristotle Atlantic Partners
Florida
$587K – – –
AFIA
2911
America First Investment Advisors
Nebraska
$587K +$523K +5,000 New
AIM
2912
Avanda Investment Management
Singapore
$587K +$523K +5,000 New
MIG
2913
Mariner Investment Group
New York
$587K +$523K +5,000 New
I
2914
IMPACTfolio
Colorado
$587K – – –
PWA
2915
Provenance Wealth Advisors
Florida
$587K +$39.6K +379 +8%
LWMM
2916
Legacy Wealth Management (Mississippi)
Mississippi
$586K -$5.23K -50 -1%
CPWM
2917
Cypress Point Wealth Management
Texas
$586K +$31.3K +299 +6%
IA
2918
Insight Advisors
Pennsylvania
$586K -$11.9K -114 -2%
BAWM
2919
Bennett Associates Wealth Management
Pennsylvania
$584K -$201K -1,926 -28%
BSSFA
2920
Baron Silver Stevens Financial Advisors
Florida
$584K -$3.14K -30 -0.6%
NJIM
2921
Nabity-Jensen Investment Management
Nebraska
$583K – – –
LWP
2922
LeClair Wealth Partners
Ohio
$583K +$519K +4,964 New
AFA
2923
AA Financial Advisors
Ohio
$583K +$7.42K +71 +1%
CCMT
2924
CMT Capital Markets Trading
Germany
$582K -$257K -2,462 -33%
RWPA
2925
Richard W. Paul & Associates
Michigan
$582K -$1.34M -12,802 -72%