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Name Holding Trade Value Shares
Change
Change in
Stake
CMA
1851
Cedar Mountain Advisors
Oregon
$702K -$10.8K -221 -2%
PWA
1852
Phoenix Wealth Advisors
North Carolina
$702K +$688K +14,090 New
GWM
1853
Gray Wealth Management
Maine
$701K +$61.6K +1,262 +10%
AWA
1854
Arkadios Wealth Advisors
Georgia
$700K +$393K +8,039 +134%
JSL
1855
JT Stratford LLC
Georgia
$696K -$315K -6,448 -32%
CFS
1856
CRA Financial Services
New Jersey
$696K -$17.4K -356 -2%
GWCM
1857
Godshalk Welsh Capital Management
Pennsylvania
$696K +$7.33K +150 +1%
TPWA
1858
TRUE Private Wealth Advisors
Oregon
$695K -$28.6K -585 -4%
SDH
1859
Sloy Dahl & Holst
Washington
$690K -$382K -7,823 -40%
RTS
1860
Round Table Services
New Jersey
$687K +$54.9K +1,124 +9%
TI
1861
Truepoint Inc
Ohio
$685K -$42K -860 -6%
FCB
1862
First Command Bank
Texas
$685K
FCFS
1863
First Command Financial Services
Texas
$685K
HI
1864
Hudock Inc
Pennsylvania
$683K -$154K -3,152 -19%
OCM
1865
Orser Capital Management
Texas
$683K
BFA
1866
Beacon Financial Advisory
Ohio
$682K +$28K +574 +4%
CBT
1867
CoreFirst Bank & Trust
Kansas
$680K +$666K +13,642 New
AIM
1868
Alhambra Investment Management
Florida
$677K -$25.2K -515 -4%
CWS
1869
Cypress Wealth Services
California
$676K +$663K +13,578 New
SAM
1870
Seelaus Asset Management
New Jersey
$674K +$3.66K +75 +0.6%
KA
1871
Kercheville Advisors
Texas
$670K +$657K +13,444 New
Legacy Financial Group (Iowa)
1872
Legacy Financial Group (Iowa)
Iowa
$667K +$654K +13,397 New
SFSIG
1873
San Francisco Sentry Investment Group
California
$664K -$8.5K -174 -1%
PWM
1874
Palumbo Wealth Management
New York
$664K +$650K +13,319 New
SG
1875
StoneX Group
New York
$663K +$133K +2,728 +26%