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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
2451
Rooted Wealth Advisors
Illinois
$288K +$67.5K +1,085 +30%
MFP
2452
Meridian Financial Partners
Virginia
$288K +$287K +4,615 New
NCM
2453
Northwest Capital Management
Oregon
$287K +$38.7K +622 +15%
RA
2454
Rational Advisors
New York
$286K +$247K +3,969 +509%
FPCG
2455
Fort Pitt Capital Group
Pennsylvania
$286K +$124 +2 +0%
BCM
2456
BTC Capital Management
Iowa
$285K -$79.3K -1,274 -22%
FA
2457
Faithward Advisors
Pennsylvania
$284K +$289K +4,644 New
TFGT
2458
TS Financial Group (TSFG)
Illinois
$284K +$3.23K +52 +1%
PSB
2459
Piscataqua Savings Bank
New Hampshire
$284K -$22.4K -360 -7%
FCFC
2460
First Citizens Financial Corp
Iowa
$283K +$293K +4,705 New
GWP
2461
Gateway Wealth Partners
Wisconsin
$283K +$1.37K +22 +0.5%
RAM
2462
Redmond Asset Management
Virginia
$282K +$62 +1 +0%
TCBWMS
2463
Texas Capital Bank Wealth Management Services
Texas
$282K +$53.3K +856 +22%
DG
2464
DMC Group
Alabama
$281K -$124 -2 -0%
BTIM
2465
BancFirst Trust & Investment Management
Oklahoma
$280K +$1.24K +20 +0.4%
W
2466
WealthOne
New York
$280K +$684 +11 +0.2%
MWM
2467
Merriman Wealth Management
Washington
$280K +$18.7K +300 +7%
IFS
2468
Intelligent Financial Strategies
Minnesota
$280K +$498 +8 +0.2%
FWM
2469
ForthRight Wealth Management
Georgia
$280K -$43.7K -702 -13%
TF
2470
Threadgill Financial
Texas
$279K +$9.33K +150 +3%
FI
2471
Financial Insights
Washington
$279K +$2.05K +33 +0.7%
AWM
2472
Avaii Wealth Management
Wisconsin
$279K +$6.91K +111 +2%
DA
2473
Drake & Associates
Wisconsin
$279K -$1.8K -29 -0.6%
CGFA
2474
Colton Groome Financial Advisors
North Carolina
$278K -$7.59K -122 -3%
TBWA
2475
Three Bridge Wealth Advisors
California
$278K