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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1876
Founders Financial Alliance
North Carolina
$920K +$7.05K +138 +0.8%
EAM
1877
Empirical Asset Management
Massachusetts
$919K +$664 +13 +0.1%
TWM
1878
Thrive Wealth Management
Pennsylvania
$918K -$93.4K -1,828 -9%
FWM
1879
Finer Wealth Management
Massachusetts
$918K -$153 -3 -0%
CA
1880
Capital Advantage
California
$918K +$14.9K +292 +2%
HCM
1881
Hodges Capital Management
Texas
$917K +$18.5K +362 +2%
CST
1882
Charles Schwab Trust
Nevada
$914K -$32K -626 -3%
WEG
1883
World Equity Group
Illinois
$912K +$52.3K +1,023 +6%
ACM
1884
Allred Capital Management
Texas
$910K -$7.1K -139 -0.8%
DA
1885
Doliver Advisors
Texas
$909K -$48.1K -941 -5%
IWA
1886
IVC Wealth Advisors
Pennsylvania
$909K -$11K -215 -1%
PB
1887
Pinnacle Bancorp
Nebraska
$907K -$21.6K -422 -2%
EFSCE
1888
Enterprise Financial Services Corp (EFSC)
Missouri
$907K +$86.8K +1,699 +10%
GM
1889
GeoWealth Management
Illinois
$906K +$881K +17,240 +2,524%
PPWP
1890
Premier Path Wealth Partners
New Jersey
$904K +$915K +17,902 New
CIAS
1891
CFS Investment Advisory Services
New Jersey
$904K -$84.2K -1,648 -8%
JIC
1892
Joel Isaacson & Co
New York
$904K -$124K -2,428 -12%
RMDI
1893
R.M. Davis Inc
Maine
$903K -$77.2K -1,511 -8%
PSP
1894
Pacific Sage Partners
Washington
$903K -$23.1K -452 -2%
WPA
1895
West Paces Advisors
Georgia
$900K -$17.4K -341 -2%
BCM
1896
Birmingham Capital Management
Alabama
$900K -$15.3K -300 -2%
RT
1897
Rockland Trust
Massachusetts
$899K -$43.7K -856 -5%
VFPI
1898
Vantage Financial Partners (Illinois)
Illinois
$898K -$143K -2,800 -14%
EA
1899
Emerald Advisors
Washington
$895K +$31.7K +621 +4%
PCMM
1900
Piedmont Capital Management (Montana)
Montana
$895K -$110K -2,146 -11%