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Name Holding Trade Value Shares
Change
Change in
Stake
GM
1776
GeoWealth Management
Illinois
$982K +$76.8K +284 +8%
ICP
1777
Interchange Capital Partners
Pennsylvania
$982K -$451K -1,668 -30%
IBOK
1778
Independence Bank of Kentucky
Kentucky
$982K -$51.4K -190 -4%
CHJWM
1779
Carlton Hofferkamp & Jenks Wealth Management
Texas
$981K -$19.5K -72 -2%
MWA
1780
Medallion Wealth Advisors
Connecticut
$976K +$118K +435 +12%
FB
1781
First Bancorp
Maine
$974K +$19.2K +71 +2%
BM
1782
Berman McAleer
Maryland
$973K -$190K -704 -15%
BCM
1783
BluePath Capital Management
Georgia
$972K +$131K +483 +14%
LC
1784
Lavaca Capital
Texas
$972K +$829K +3,063 +324%
SI
1785
Saxon Interests
Texas
$969K -$848K -3,135 -44%
KWM
1786
KFG Wealth Management
Indiana
$968K +$193K +714 +22%
OWA
1787
Opal Wealth Advisors
New York
$967K -$15.7K -58 -1%
SFO
1788
Stokes Family Office
Louisiana
$966K -$126K -465 -10%
JPLA
1789
Joseph P. Lucia & Associates
New York
$965K -$5.41K -20 -0.5%
JC
1790
JB Capital
Connecticut
$965K -$13K -48 -1%
GJWM
1791
Gilliland Jeter Wealth Management
Arkansas
$964K +$1.08K +4 +0.1%
FAG
1792
Fortitude Advisory Group
Washington
$962K +$14.1K +52 +1%
MSG
1793
Main Street Group
Virginia
$962K +$24.6K +91 +2%
BOJHT
1794
Bank of Jackson Hole Trust
Wyoming
$961K +$48.7K +180 +5%
HCP
1795
Hexagon Capital Partners
Arkansas
$961K +$1.07M +3,965 New
LIWM
1796
Long Island Wealth Management
New York
$959K -$18.1K -67 -2%
FCM
1797
Fire Capital Management
California
$958K +$456K +1,686 +74%
CSB
1798
City State Bank
Iowa
$957K +$13.3K +49 +1%
FCM
1799
Firestone Capital Management
Florida
$956K +$13.5K +50 +1%
RPCONE
1800
Retirement Planning Company of New England
Rhode Island
$956K +$40.6K +150 +4%