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Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
2301
Householder Group Estate & Retirement Specialist
Arizona
$966K +$133K +390 +16%
RGC
2302
Roberts, Glore & Co
Illinois
$963K -$1.71K -5 -0.2%
MAM
2303
Magellan Asset Management
Australia
$963K +$95.5K +280 +11%
CGH
2304
CMG Global Holdings
Texas
$959K -$37.5K -110 -4%
EA
2305
Everpar Advisors
Oklahoma
$958K +$41.3K +121 +5%
S
2306
Sunpointe
Missouri
$958K -$682 -2 -0.1%
JWM
2307
Jackson Wealth Management
Florida
$957K -$351K -1,029 -27%
TIM
2308
Tevis Investment Management
Texas
$957K -$68.9K -202 -7%
TCM
2309
Tradewinds Capital Management
Washington
$953K +$1.02K +3 +0.1%
MPIA
2310
Mountain Pacific Investment Advisers
Idaho
$953K -$234K -686 -20%
SCI
2311
Stableford Capital II
Arizona
$951K +$49.1K +144 +6%
OWA
2312
Octavia Wealth Advisors
Ohio
$951K -$55.3K -162 -6%
RCA
2313
Roberts Capital Advisors
Colorado
$949K
KA
2314
KLCM Advisors
Wisconsin
$948K +$106K +311 +13%
ECM
2315
Elgethun Capital Management
South Dakota
$947K -$84.9K -249 -8%
EIG
2316
Ellenbecker Investment Group
Wisconsin
$946K +$36.5K +107 +4%
GWMR
2317
GC Wealth Management RIA
Massachusetts
$945K -$61.7K -181 -6%
LS
2318
Leelyn Smith
Illinois
$944K +$4.09K +12 +0.4%
T
2319
TNF
Montana
$939K -$3.75K -11 -0.4%
PRWA
2320
Platte River Wealth Advisors
Colorado
$936K -$102K -300 -10%
LSA
2321
Lansing Street Advisors
Pennsylvania
$935K +$24.2K +71 +3%
SIC
2322
Samalin Investment Counsel
New York
$935K +$52.9K +155 +6%
PCH
2323
PGIM Custom Harvest
New Jersey
$934K +$233K +683 +34%
SCM
2324
Stevens Capital Management
Pennsylvania
$933K +$924K +2,709 New
JLBC
2325
J.L. Bainbridge & Co
Florida
$932K -$56.6K -166 -6%