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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2651
Clearview Wealth Advisors
Oregon
$285K -$551 -2 -0.2%
WAOI
2652
Wealth Advisors of Iowa
Iowa
$284K
SCM
2653
Seascape Capital Management
New Hampshire
$284K +$7.72K +28 +3%
CBOR
2654
Community Bank of Raymore
Missouri
$283K
FWM
2655
Focused Wealth Management
New York
$283K +$12.7K +46 +5%
NEWAS
2656
N.E.W. Advisory Services
Wisconsin
$283K +$18.2K +66 +8%
HH
2657
HWG Holdings
Texas
$282K -$297K -1,076 -54%
AMG
2658
Asset Management Group
Connecticut
$281K -$38.6K -140 -13%
PCM
2659
Poehling Capital Management
Wisconsin
$281K
LCWP
2660
Legacy Capital Wealth Partners
Arkansas
$281K +$254K +920 New
ACM
2661
Ashford Capital Management
Delaware
$280K
EIA
2662
Edgemoor Investment Advisors
Maryland
$279K -$6.34K -23 -2%
PP
2663
PrairieView Partners
Minnesota
$279K +$18.5K +67 +8%
RB
2664
Rodgers Brothers
Pennsylvania
$279K +$252K +915 New
DCM
2665
Driehaus Capital Management
Illinois
$278K -$3.31K -12 -1%
SC
2666
Solstein Capital
California
$276K -$43.8K -159 -15%
SC
2667
Saybrook Capital
North Carolina
$275K
CWM
2668
Cordatus Wealth Management
Pennsylvania
$275K +$248K +901 New
HC
2669
Hoese & Co
Minnesota
$275K +$249K +902 New
TIAM2
2670
Tru Independence Asset Management 2
Oregon
$274K -$182K -659 -42%
HIC
2671
Harvey Investment Company
Kentucky
$274K -$15.2K -55 -6%
TPM
2672
Triasima Portfolio Management
Quebec, Canada
$273K -$1.28M -4,630 -84%
NFP
2673
Novak Financial Planning
Maryland
$273K +$276 +1 +0.1%
WCFA
2674
Walkner Condon Financial Advisors
Wisconsin
$273K +$16K +58 +7%
FA
2675
Fermata Advisors
California
$272K +$245K +888 New