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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
676
Bartlett & Co Wealth Management
Ohio
$712K +$6.63K +37 +0.9%
PWP
677
Precedent Wealth Partners
Texas
$708K +$18.8K +105 +3%
TMAM
678
Tokio Marine Asset Management
Japan
$704K -$13.1K -73 -2%
CSC
679
Caldwell Sutter Capital
California
$703K +$92.7K +517 +14%
AFCM
680
Applied Finance Capital Management
Puerto Rico
$701K -$2.33K -13 -0.3%
FFA
681
Florida Financial Advisors
Florida
$699K +$139K +775 +23%
RWA
682
River Wealth Advisors
Pennsylvania
$697K -$53.3K -297 -7%
RGF
683
Retirement Guys Formula
Ohio
$689K +$60.6K +338 +9%
AMCA
684
Arthur M. Cohen & Associates
Illinois
$686K -$402K -2,240 -36%
SFGP
685
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$685K +$725K +4,042 New
SVWAG
686
Sound View Wealth Advisors Group
Georgia
$684K +$31.7K +177 +5%
GAM
687
Grandview Asset Management
Pennsylvania
$679K +$719K +4,007 New
IB
688
Intrust Bank
Kansas
$679K -$26.5K -148 -4%
MAM
689
Marquette Asset Management
Minnesota
$677K
GFA
690
Gifford Fong Associates
California
$677K
CFB
691
Cullen/Frost Bankers
Texas
$676K +$17K +95 +2%
LBC
692
Lowe Brockenbrough & Co
Virginia
$675K +$15.2K +85 +2%
FAM
693
Formidable Asset Management
Ohio
$673K -$67.4K -376 -9%
EFG
694
Ethos Financial Group
Pennsylvania
$671K +$266K +1,483 +60%
IWN
695
Independent Wealth Network
Iowa
$669K -$62.2K -347 -8%
AWE
696
Avidian Wealth Enterprises
Texas
$668K -$3.94K -22 -0.6%
TRIA
697
Trail Ridge Investment Advisors
Colorado
$666K +$1.44K +8 +0.2%
CA
698
Commerzbank Aktiengesellschaft
Germany
$665K +$188K +1,051 +36%
NC
699
Napatree Capital
Rhode Island
$665K +$15.6K +87 +2%
BBA
700
BLB&B Advisors
Pennsylvania
$664K -$17.9K -100 -2%