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Name Holding Trade Value Shares
Change
Change in
Stake
PFG
1351
PAX Financial Group
Texas
$584K +$391K +1,353 New
BCWM
1352
Bartlett & Co Wealth Management
Ohio
$583K +$122K +423 +46%
TBA
1353
Tower Bridge Advisors
Pennsylvania
$582K
FWIA
1354
Fort Washington Investment Advisors
Ohio
$580K -$259K -897 -40%
TWM
1355
Tradition Wealth Management
Minnesota
$578K -$39.3K -136 -9%
SVWAG
1356
Sound View Wealth Advisors Group
Georgia
$576K -$7.52K -26 -2%
CFO
1357
CVA Family Office
Colorado
$572K +$25.7K +89 +7%
NERM
1358
New England Research & Management
Illinois
$572K +$383K +1,325 New
WAM
1359
Walker Asset Management
Missouri
$569K +$1.16K +4 +0.3%
NI
1360
Natural Investments
California
$567K -$161K -558 -30%
CFA
1361
Collaborative Fund Advisors
Nevada
$567K -$1.48M -5,123 -80%
HBT
1362
Heartland Bank & Trust
Illinois
$561K +$376K +1,301 New
HFBOT
1363
Home Federal Bank of Tennessee
Tennessee
$561K +$376K +1,300 New
FCBT
1364
First Citizens Bank & Trust
North Carolina
$561K +$376K +1,300 New
ALAM
1365
Asahi Life Asset Management
Japan
$554K +$371K +1,283 New
CFO
1366
Collective Family Office
Pennsylvania
$552K -$128K -443 -26%
PE
1367
PCM Encore
Colorado
$551K +$370K +1,278 New
CPCM
1368
Cardinal Point Capital Management
Ontario, Canada
$551K -$6.65K -23 -2%
GCP
1369
GSA Capital Partners
United Kingdom
$550K -$1.29M -4,461 -78%
MSA
1370
Marino Stram & Associates
Massachusetts
$549K +$13.6K +47 +4%
ACM
1371
AlphaStar Capital Management
North Carolina
$549K +$368K +1,272 New
TFA
1372
Teamwork Financial Advisors
Texas
$549K +$368K +1,272 New
BMWS
1373
Brady Martz Wealth Solutions
North Dakota
$548K -$40.2K -139 -10%
OA
1374
Oxbow Advisors
Texas
$547K +$367K +1,268 New
ADBIC
1375
A.D. Beadell Investment Counsel
Wisconsin
$547K -$544K -1,880 -60%