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Name Holding Trade Value Shares
Change
Change in
Stake
FP
2251
Financial Perspectives
Minnesota
$734K +$47.8K +162 +6%
LA
2252
LexAurum Advisors
Kansas
$733K -$35.1K -119 -4%
RCA
2253
Roberts Capital Advisors
Colorado
$732K – – –
IBOK
2254
Independence Bank of Kentucky
Kentucky
$732K +$27.7K +94 +4%
SEP
2255
Southland Equity Partners
Missouri
$727K +$7.38K +25 +1%
CS
2256
Cannell & Spears
New York
$724K -$5.9K -20 -0.8%
BCM
2257
Birmingham Capital Management
Alabama
$724K – – –
HFG
2258
Heron Financial Group
New York
$722K -$13K -44 -2%
WE
2259
Wealth Effects
Massachusetts
$721K -$19.5K -66 -2%
AIS
2260
American Investment Services
Massachusetts
$719K +$130K +439 +20%
SCI
2261
Stableford Capital II
Arizona
$717K -$35.7K -121 -4%
LSV Asset Management
2262
LSV Asset Management
Illinois
$717K +$679K +2,300 +767%
GAG
2263
GM Advisory Group
New York
$716K -$86.2K -292 -10%
CAL
2264
Capital Advisors Ltd
Ohio
$716K +$21.8K +74 +3%
CWM
2265
Circle Wealth Management
New Jersey
$714K -$28.3K -96 -4%
SWRP
2266
Summit Wealth & Retirement Planning
California
$713K +$590 +2 +0.1%
NAS
2267
Nicolet Advisory Services
Wisconsin
$713K +$73.2K +248 +11%
RTS
2268
Round Table Services
New Jersey
$712K -$36.6K -124 -5%
CDIA
2269
Capital Directions Investment Advisors
Georgia
$711K -$804K -2,723 Closed
WAAG
2270
Wealth Alliance Advisory Group
Kansas
$710K -$104K -353 -12%
EFL
2271
ERn Financial LLC
Wisconsin
$710K -$21.5K -73 -3%
PWM
2272
PRW Wealth Management
Massachusetts
$710K +$213K +721 +39%
BBL
2273
Beck Bode LLC
Massachusetts
$709K -$37.2K -126 -5%
CL
2274
COWA LLC
Oklahoma
$709K +$143K +485 +23%
SAM
2275
Seelaus Asset Management
New Jersey
$708K – – –