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Name Holding Trade Value Shares
Change
Change in
Stake
NDBT
1501
North Dallas Bank & Trust
Texas
$647K +$720K +2,032 New
MCM
1502
Manchester Capital Management
Vermont
$646K +$73.7K +208 +11%
HTIM
1503
Harbour Trust & Investment Management
Indiana
$644K
RWM
1504
Rialto Wealth Management
New York
$644K +$707K +1,996 +7,984%
OWA
1505
Outlook Wealth Advisors
Texas
$642K +$2.48K +7 +0.3%
KWMG
1506
King Wealth Management Group
Florida
$642K +$10.6K +30 +2%
VWM
1507
Venturi Wealth Management
Texas
$641K -$96K -271 -12%
FMWA
1508
Forvis Mazars Wealth Advisors
Missouri
$639K +$32.6K +92 +5%
FBFS
1509
First Business Financial Services
Wisconsin
$639K -$19.8K -56 -3%
EFG
1510
Ethos Financial Group
Pennsylvania
$639K +$188K +530 +36%
FMC
1511
First Merchants Corp
Indiana
$639K
ZIG
1512
Zuckerman Investment Group
Illinois
$637K
SWA
1513
Strategies Wealth Advisors
Michigan
$637K +$44.3K +125 +7%
RRA
1514
Red Reef Advisors
Florida
$635K +$707K +1,994 New
CIA
1515
Cascade Investment Advisors
Oregon
$632K -$1.77K -5 -0.3%
AA
1516
Armis Advisers
Georgia
$630K +$6.73K +19 +1%
WA
1517
WealthTrust Axiom
Pennsylvania
$625K
LAM
1518
L2 Asset Management
Massachusetts
$624K +$42.9K +121 +7%
CPC
1519
Congress Park Capital
New York
$623K +$338K +955 +96%
PCA
1520
Prosperity Capital Advisors
Ohio
$623K -$119K -337 -15%
RB
1521
Rodgers Brothers
Pennsylvania
$622K
RWMG
1522
Redwood Wealth Management Group
New Jersey
$620K -$24.8K -70 -3%
DBIA
1523
Dumont & Blake Investment Advisors
New Jersey
$617K -$8.86K -25 -1%
CFO
1524
Collective Family Office
Pennsylvania
$617K -$36.9K -104 -5%
EWM
1525
Evermay Wealth Management
Virginia
$615K