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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1776
MidWestOne Financial Group
Iowa
$767K +$7.74K +72 +0.9%
BFWM
1777
Bright Futures Wealth Management
New York
$766K -$69.4K -646 -7%
CWA
1778
Crux Wealth Advisors
California
$766K +$193K +1,792 +30%
AP
1779
Americana Partners
Texas
$764K +$27.9K +260 +3%
LAM
1780
L2 Asset Management
Massachusetts
$762K +$74K +689 +10%
PGIM
1781
Pacific Global Investment Management
California
$762K -$126K -1,175 -13%
TA
1782
TCM Advisors
West Virginia
$760K
KWS
1783
Keystone Wealth Services
California
$759K +$5.48K +51 +0.7%
SS
1784
Sunbelt Securities
Texas
$758K +$30.1K +280 +4%
OF
1785
Outfitter Financial
Maine
$757K +$38.2K +355 +5%
IWA
1786
Integrity Wealth Advisors
California
$757K -$26.7K -248 -3%
FFA
1787
Founders Financial Alliance
North Carolina
$756K +$31.1K +289 +4%
OPTFSNA
1788
Old Point Trust & Financial Services N A
Virginia
$754K -$21.4K -199 -3%
BCM
1789
Birmingham Capital Management
Alabama
$754K -$80.6K -750 -9%
TNB
1790
Thomasville National Bank
Georgia
$751K +$27K +251 +3%
CBT
1791
Crews Bank & Trust
Florida
$750K -$11.8K -110 -1%
BPC
1792
Bryce Point Capital
New York
$749K -$1.2M -11,168 -61%
CF
1793
Copperwynd Financial
Arizona
$748K +$64.9K +604 +9%
TIA
1794
Traphagen Investment Advisors
New Jersey
$748K +$98K +912 +14%
VIP
1795
Vista Investment Partners
Oklahoma
$747K +$5.8K +54 +0.7%
FPWM
1796
FSB Premier Wealth Management
Iowa
$747K +$205K +1,907 +34%
AWA
1797
Acorn Wealth Advisors
Michigan
$746K -$3.44K -32 -0.4%
VWM
1798
Venturi Wealth Management
Texas
$746K +$4.41K +41 +0.5%
S
1799
Sachetta
Massachusetts
$745K -$139K -1,289 -15%
AWM
1800
Aries Wealth Management
Maine
$745K -$31.5K -293 -4%