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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
2126
Kelleher Financial Advisors
New York
$589K +$12.3K +189 +2%
V
2127
ViaWealth
Kansas
$589K -$49.3K -755 -7%
SI
2128
Seeds Investor
New York
$589K -$67.2K -1,029 -10%
HBT
2129
Heartland Bank & Trust
Illinois
$586K +$80.7K +1,236 +15%
AWA
2130
AGH Wealth Advisors
Kansas
$586K +$614K +9,408 New
FWP
2131
Firethorn Wealth Partners
Georgia
$586K +$8.36K +128 +1%
TW
2132
Trajan Wealth
Arizona
$586K +$384K +5,880 +167%
SFC
2133
SYM Financial Corp
Indiana
$585K +$101K +1,545 +20%
GLLW
2134
Graves Light Lenhart Wealth
Virginia
$584K -$13.1K -200 -2%
LWM
2135
Laidlaw Wealth Management
New York
$583K +$26.1K +400 +4%
CCFCSB
2136
Cape Cod Five Cents Savings Bank
Massachusetts
$583K
RBFC
2137
Roman Butler Fullerton & Co
Missouri
$583K -$10.8K -166 -2%
BFS
2138
BridgePort Financial Solutions
Iowa
$582K +$536K +8,214 New
VC
2139
Vestor Capital
Illinois
$581K +$2.81K +43 +0.5%
CWS
2140
Cypress Wealth Services
California
$580K +$25.8K +395 +4%
VCAM
2141
Van Cleef Asset Management
Ohio
$580K
IAP
2142
Indie Asset Partners
Indiana
$580K -$5.35K -82 -0.9%
T
2143
TOBAM
France
$577K -$163K -2,492 -21%
EWA
2144
Elevate Wealth Advisory
Georgia
$576K +$2.42K +37 +0.4%
DAC
2145
Dividend Assets Capital
South Carolina
$573K
SWM
2146
Stockman Wealth Management
Montana
$572K -$6.2K -95 -1%
CSC
2147
Caldwell Sutter Capital
California
$569K -$3.59K -55 -0.6%
NFG
2148
Nadler Financial Group
Illinois
$567K
GA
2149
Geller Advisors
New York
$566K
KA
2150
KLCM Advisors
Wisconsin
$566K +$177K +2,705 +42%