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Name Holding Trade Value Shares
Change
Change in
Stake
EPW
2601
Endeavor Private Wealth
Kansas
$906K +$133K +338 +18%
FMP
2602
Financial Management Professionals
Texas
$905K +$5.9K +15 +0.7%
TIP
2603
Tandem Investment Partners
New Jersey
$904K -$20.1K -51 -2%
DWM
2604
Defined Wealth Management
Oregon
$904K +$14.5K +37 +2%
WF
2605
Wayfinding Financial
Washington
$902K +$786 +2 +0.1%
YIM
2606
Yoffe Investment Management
Pennsylvania
$901K +$393 +1 +0%
MWA
2607
Medallion Wealth Advisors
Connecticut
$898K -$24.4K -62 -3%
SN
2608
Sittner & Nelson
Oregon
$896K -$4.72K -12 -0.5%
IWP
2609
Invenio Wealth Partners
Florida
$895K +$40.5K +103 +5%
PIA
2610
Pinion Investment Advisors
Kansas
$893K -$161K -410 -15%
BSSFA
2611
Baron Silver Stevens Financial Advisors
Florida
$892K -$19.7K -50 -2%
RFM
2612
Royal Fund Management
Florida
$891K -$73.1K -186 -8%
APA
2613
Astoria Portfolio Advisors
New York
$891K -$1.51M -3,843 -62%
SPF
2614
South Plains Financial
Texas
$889K +$110K +280 +15%
RRA
2615
Round Rock Advisors
Connecticut
$888K +$71.6K +182 +9%
UIM
2616
Unified Investment Management
Georgia
$888K +$393 +1 +0%
BA
2617
Ballast Advisors
Minnesota
$887K -$2.75K -7 -0.3%
ACM
2618
AUA Capital Management
Pennsylvania
$887K
PG
2619
Patten Group
Tennessee
$886K -$34.2K -87 -4%
JSC
2620
Jackson Square Capital
California
$886K -$71.6K -182 -8%
GWA
2621
Gratus Wealth Advisors
Virginia
$885K -$31.8K -81 -4%
AIC
2622
Argus Investors Counsel
New York
$881K -$443K -1,126 -34%
TIA
2623
Tandem Investment Advisors
South Carolina
$880K -$35K -89 -4%
SFPG
2624
Stonebridge Financial Planning Group
Florida
$878K -$13.8K -35 -2%
NSB
2625
Norway Savings Bank
Maine
$877K +$17.3K +44 +2%