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Name Holding Trade Value Shares
Change
Change in
Stake
SGFG
1826
Silver Grove Financial Group
New York
$275K +$8.61K +17 +3%
JA
1827
JVL Associates
Michigan
$275K +$268K +530 New
FFA
1828
Fragasso Financial Advisors
Pennsylvania
$274K +$11.1K +22 +4%
OFO
1829
OneAscent Family Office
Alabama
$274K +$26.3K +52 +11%
HCMG
1830
Howard Capital Management Group
California
$274K – – –
CWA
1831
Canvas Wealth Advisors
Kansas
$273K +$20.3K +40 +8%
FWP
1832
Fiduciary Wealth Partners
Massachusetts
$273K +$3.54K +7 +1%
KBFS
1833
Kohmann Bosshard Financial Services
Ohio
$273K – – –
BAWM
1834
Bennett Associates Wealth Management
Pennsylvania
$272K +$266K +525 New
SHFP
1835
Second Half Financial Partners
Florida
$271K – – –
DWM
1836
Defined Wealth Management
Oregon
$271K +$11.6K +23 +5%
CAS
1837
CTC Alternative Strategies
Illinois
$270K +$263K +520 New
BCMLT
1838
Beacon Capital Management LLC (Tennessee)
Tennessee
$269K +$4.05K +8 +2%
SFP
1839
Shepherd Financial Partners
Massachusetts
$268K +$4.05K +8 +2%
RIA
1840
Rhodes Investment Advisors
Texas
$268K +$262K +517 New
FB
1841
Finward Bancorp
Indiana
$268K – – –
EB
1842
Exchange Bank
California
$268K +$45.6K +90 +21%
MSWM
1843
Mowery & Schoenfeld Wealth Management
Illinois
$268K – – –
PWW
1844
Pettyjohn Wood & White
Virginia
$267K – – –
KA
1845
KLCM Advisors
Wisconsin
$267K +$2.53K +5 +1%
CWWM
1846
Clear Wave Wealth Management
New Jersey
$267K +$28.9K +57 +12%
NWMG
1847
National Wealth Management Group
Ohio
$267K -$4.56K -9 -2%
MCM
1848
Monument Capital Management
Virginia
$266K +$50.6K +100 +24%
Members Trust
1849
Members Trust
Florida
$266K -$88.1K -174 -25%
TDB
1850
Thompson David Blair
$265K +$37.5K +74 +17%