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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
2526
TCP Asset Management
Ohio
$694K +$121K +783 +21%
RWP
2527
Revolve Wealth Partners
New Jersey
$693K +$256K +1,651 +59%
SLT
2528
St Louis Trust
Missouri
$692K – – –
JFA
2529
JNBA Financial Advisors
Minnesota
$692K +$18.3K +118 +3%
BDF
2530
Black Diamond Financial
Maryland
$692K +$23.9K +154 +4%
SCI
2531
Silver Coast Investments
United States
$691K +$4.03K +26 +0.6%
E3F
2532
Eight 31 Financial
Texas
$690K -$404K -2,607 -37%
BSSFA
2533
Baron Silver Stevens Financial Advisors
Florida
$689K +$81.5K +526 +13%
TCA
2534
Trifecta Capital Advisors
Illinois
$688K -$11.3K -73 -2%
NRC
2535
New Republic Capital
North Carolina
$688K +$88.7K +573 +15%
NFA
2536
Northern Financial Advisors
Michigan
$686K +$6.81K +44 +1%
ANB
2537
Amarillo National Bank
Texas
$686K – – –
CW
2538
Channel Wealth
California
$686K +$1.39K +9 +0.2%
EIP
2539
Ellis Investment Partners
Pennsylvania
$685K +$25.9K +167 +4%
RFG
2540
RFP Financial Group
Georgia
$685K +$4.96K +32 +0.7%
AWAU
2541
Alliance Wealth Advisors (Utah)
Utah
$685K +$104K +671 +18%
SFS
2542
Stiles Financial Services
Minnesota
$683K -$9.76K -63 -1%
Foster Group
2543
Foster Group
Iowa
$681K +$43.4K +280 +7%
PPWM
2544
Paragon Private Wealth Management
Kentucky
$680K +$90.8K +586 +15%
AIP
2545
Almanack Investment Partners
Pennsylvania
$678K -$248K -1,601 -27%
BCI
2546
Blue Capital Inc
Nebraska
$678K -$42.9K -277 -6%
MIM
2547
Merrion Investment Management
New Jersey
$677K – – –
AA
2548
AF Advisors
California
$677K -$1.55K -10 -0.2%
KA
2549
KDT Advisors
New York
$677K +$45.7K +295 +7%
NAMNJ
2550
NorthStar Asset Management (New Jersey)
New Jersey
$676K +$13.2K +85 +2%