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Name Holding Trade Value Shares
Change
Change in
Stake
RA
2226
Rise Advisors
New York
$809K -$44.5K -600 -5%
PWAM
2227
Papamarkou Wellner Asset Management
New York
$807K +$778K +10,479 New
SFG
2228
Sovereign Financial Group
Connecticut
$807K +$6.01K +81 +0.8%
BW
2229
Basepoint Wealth
Iowa
$805K -$49.2K -663 -6%
CIC
2230
Chase Investment Counsel
Virginia
$805K -$19.8K -267 -2%
FWM
2231
Focused Wealth Management
New York
$803K +$32.2K +434 +4%
BAM
2232
Blueshift Asset Management
New Jersey
$803K +$773K +10,421 New
FFG
2233
Fiduciary Financial Group
California
$802K +$26.4K +356 +4%
NQWM
2234
Northwest Quadrant Wealth Management
Oregon
$801K +$25.3K +341 +3%
TCM
2235
Towercrest Capital Management
Pennsylvania
$800K +$44.5K +600 +6%
MA
2236
MBA Advisors
Pennsylvania
$800K -$15.9K -214 -2%
NFG
2237
Nadler Financial Group
Illinois
$800K +$2.67K +36 +0.3%
DOA
2238
D'Orazio & Associates
Virginia
$800K +$25.6K +345 +3%
CTA
2239
Clear Trail Advisors
Texas
$799K +$769K +10,366 New
FCFC
2240
First Citizens Financial Corp
Iowa
$797K -$58.2K -785 -7%
BWAM
2241
Boyd Watterson Asset Management
Ohio
$797K +$12.5K +169 +2%
Accredited Investors
2242
Accredited Investors
Minnesota
$795K +$63.5K +856 +9%
LAM
2243
LOM Asset Management
$792K +$52.2K +703 +7%
SPF
2244
South Plains Financial
Texas
$792K -$64.2K -865 -8%
JWBC
2245
J.W. Burns & Co
New York
$791K – – –
SIA
2246
Strategic Investment Advisors
Michigan
$791K +$53.6K +723 +8%
PAM
2247
PCG Asset Management
New Jersey
$791K -$108K -1,460 -13%
DTL
2248
Dynamic Technology Lab
Singapore
$790K +$761K +10,261 New
ZCP
2249
Z3 Capital Partners
Virginia
$790K +$761K +10,251 New
APM
2250
Advanced Portfolio Management
New York
$789K +$760K +10,241 New