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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
2376
AUA Capital Management
Pennsylvania
$180K +$39K +750 +28%
DI
2377
Disciplined Investments
Oklahoma
$179K -$50.9K -980 -22%
ANBT
2378
American National Bank & Trust
Texas
$176K -$26K -500 -13%
JWA
2379
JFS Wealth Advisors
Pennsylvania
$176K -$25.2K -484 -12%
PWMG
2380
Prestige Wealth Management Group
New Jersey
$176K -$3.17K -61 -2%
MSFP
2381
Mark Sheptoff Financial Planning
Connecticut
$176K – – –
KCM
2382
Kathmere Capital Management
Pennsylvania
$172K +$172K +3,314 New
CCA
2383
Column Capital Advisors
Indiana
$171K +$23.7K +456 +16%
FCM
2384
Firestone Capital Management
Florida
$167K -$15.9K -305 -9%
CA
2385
Centerpoint Advisors
Massachusetts
$166K – – –
SIAS
2386
Shine Investment Advisory Services
Colorado
$163K +$14.3K +275 +10%
MWP
2387
Meridian Wealth Partners
Pennsylvania
$162K -$21.4K -411 -12%
SCA
2388
Stuart Chaussee & Associates
California
$161K – – –
PP
2389
PrairieView Partners
Minnesota
$153K +$156 +3 +0.1%
CWM
2390
Cranbrook Wealth Management
Michigan
$143K – – –
IF
2391
Ironwood Financial
Arizona
$143K – – –
SIS
2392
Sound Income Strategies
Florida
$141K +$988 +19 +0.7%
CWC
2393
Carolinas Wealth Consulting
North Carolina
$141K +$38.9K +749 +38%
FMP
2394
Financial Management Professionals
Texas
$133K +$5.61K +108 +4%
SLF
2395
Sun Life Financial
Ontario, Canada
$132K -$2.23K -43 -2%
NG
2396
NWK Group
California
$129K -$26K -500 -17%
PO
2397
Private Ocean
California
$129K +$39K +750 +43%
VC
2398
Vestor Capital
Illinois
$127K +$127K +2,449 New
AW
2399
Avion Wealth
Texas
$126K +$31.2K +600 +33%
PR
2400
Payden & Rygel
California
$124K -$18.7M -359,530 -99%