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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
2876
Polymer Capital Management
New York
$612K -$138K -377 -17%
APA
2877
Astoria Portfolio Advisors
New York
$612K -$255K -696 -30%
SWG
2878
Summit Wealth Group
Vermont
$611K +$733 +2 +0.1%
GWA
2879
Gratus Wealth Advisors
Virginia
$611K -$149K -408 -19%
AWM
2880
Avondale Wealth Management
Texas
$611K +$192K +525 +42%
WPW
2881
Warther Private Wealth
Ohio
$610K +$31.5K +86 +5%
OBWP
2882
O'Brien Wealth Partners
Massachusetts
$610K -$4.03K -11 -0.6%
PR
2883
Payden & Rygel
California
$609K
NCM
2884
Noesis Capital Mangement
Florida
$609K +$9.89K +27 +2%
Legacy Financial Group (Iowa)
2885
Legacy Financial Group (Iowa)
Iowa
$608K +$366 +1 +0.1%
SWIM
2886
Smallwood Wealth Investment Management
New Jersey
$608K +$1.47K +4 +0.2%
SWP
2887
Summit Wealth Partners
Florida
$608K
PIA
2888
Pinion Investment Advisors
Kansas
$607K -$199K -544 -24%
EV
2889
EJMK Ventures
Illinois
$606K +$645K +1,762 New
OC
2890
Optima Capital
Oregon
$606K +$1.1K +3 +0.2%
MHWM
2891
Montz Harcus Wealth Management
Louisiana
$605K -$11K -30 -2%
MKW
2892
Mullaney, Keating & Wright
Connecticut
$605K
FP
2893
Financial Perspectives
Minnesota
$605K -$6.59K -18 -1%
PFA
2894
Providence Financial Advisors
Kansas
$604K
FB
2895
Finward Bancorp
Indiana
$604K
CIC
2896
Cornercap Investment Counsel
Georgia
$603K -$8.79K -24 -1%
CCM
2897
Campbell Capital Management
Florida
$603K
RWMH
2898
Riverpoint Wealth Management Holdings
Illinois
$602K +$3.66K +10 +0.6%
SHJ
2899
Sharkey, Howes & Javer
Colorado
$602K +$2.2K +6 +0.3%
SIAG
2900
Safeguard Investment Advisory Group
California
$601K -$187K -510 -23%