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Name Holding Trade Value Shares
Change
Change in
Stake
RF
2176
Resolute Financial
Massachusetts
$940K +$694 +2 +0.1%
PA
2177
PSI Advisors
Florida
$939K +$205K +591 +23%
CCB
2178
Cutter & Co Brokerage
Missouri
$938K -$144K -414 -12%
RPG
2179
Resource Planning Group
Georgia
$938K +$128K +370 +13%
RI
2180
Ridgewood Investments
New Jersey
$934K +$2.08K +6 +0.2%
GAG
2181
GM Advisory Group
New York
$933K -$97.1K -280 -8%
FAG
2182
Fortitude Advisory Group
Washington
$933K -$79.4K -229 -7%
MCM
2183
Morton Capital Management
California
$932K +$1.39K +4 +0.1%
BL
2184
Balentine LLC
Georgia
$932K +$42K +121 +4%
CM
2185
Crestline Management
Texas
$928K +$1.08M +3,100 New
OFS
2186
Orrstown Financial Services
Pennsylvania
$925K -$54.1K -156 -5%
SHWM
2187
Smith & Howard Wealth Management
Georgia
$921K -$69.4K -200 -6%
JWM
2188
Jeppson Wealth Management
California
$920K +$8.32K +24 +0.8%
T
2189
TNF
Montana
$918K -$51.7K -149 -5%
RWA
2190
Redhawk Wealth Advisors
Minnesota
$911K -$23.6K -68 -2%
MFC
2191
Mechanics Financial Corp
Ohio
$908K
AT
2192
Arvest Trust
Oklahoma
$905K +$46.1K +133 +5%
PRWA
2193
Platte River Wealth Advisors
Colorado
$903K
QI
2194
QV Investors
Alberta, Canada
$900K
SIA
2195
Strategic Investment Advisors
Michigan
$899K +$4.86K +14 +0.5%
SCFS
2196
S.C. Financial Services
Arizona
$899K +$28.1K +81 +3%
LAM
2197
Lynch Asset Management
Pennsylvania
$898K
DLHL
2198
Donald L. Hagan LLC
Florida
$898K +$79.4K +229 +8%
WCM
2199
WealthBridge Capital Management
Ohio
$898K +$600K +1,730 +136%
PPP
2200
Private Portfolio Partners
New Jersey
$893K +$61.4K +177 +6%