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Name Holding Trade Value Shares
Change
Change in
Stake
RCA
926
Resonant Capital Advisors
Wisconsin
$531K +$103K +483 +23%
BWM
927
Baron Wealth Management
Michigan
$531K -$75.8K -355 -12%
GWANC
928
Guardian Wealth Advisors (North Carolina)
North Carolina
$529K -$214 -1 -0%
APA
929
Astoria Portfolio Advisors
New York
$526K +$24.1K +113 +4%
PBO
930
Peoples Bank (Ohio)
Ohio
$523K -$5.13K -24 -0.9%
CP
931
Canopy Partners
Ohio
$522K +$62.4K +292 +13%
MA
932
MJP Associates
Connecticut
$520K -$5.77K -27 -1%
FA
933
Faithward Advisors
Pennsylvania
$517K -$4.85M -22,699 -90%
PCM
934
Parsons Capital Management
Rhode Island
$516K -$128K -600 -19%
GSEP
935
Golden State Equity Partners
California
$514K -$24.1K -113 -4%
PWPS
936
Pinnacle Wealth Planning Services
Ohio
$512K -$6.19K -29 -1%
BAM
937
Belpointe Asset Management
Nevada
$511K +$6.41K +30 +1%
HTC
938
Haverford Trust Company
Pennsylvania
$508K -$10.3K -48 -2%
LGA
939
Lebenthal Global Advisors
New York
$506K +$196K +920 +59%
TCM
940
Tributary Capital Management
Nebraska
$505K -$32K -150 -6%
ECM
941
Element Capital Management
New York
$503K +$524K +2,452 New
BCV
942
Banque Cantonale Vaudoise
Switzerland
$503K -$372K -1,743 -42%
NHC
943
Nicholas Hoffman & Company
Georgia
$499K +$6.62K +31 +1%
LFG
944
Larson Financial Group
Missouri
$499K +$59.2K +277 +13%
LA
945
Latitude Advisors
Florida
$495K +$854 +4 +0.2%
GWP
946
Gen-Wealth Partners
Michigan
$494K -$37.2K -174 -7%
TFGT
947
TS Financial Group (TSFG)
Illinois
$493K – – –
MIC
948
Meridian Investment Counsel
California
$493K – – –
MCM
949
Monarch Capital Management
Indiana
$493K – – –
VAG
950
VisionPoint Advisory Group
Texas
$491K -$24.8K -116 -5%