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Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
2476
Baron Silver Stevens Financial Advisors
Florida
$581K – – –
CBT
2477
Crews Bank & Trust
Florida
$580K +$570K +1,101 New
PA
2478
Prism Advisors
California
$579K – – –
AlphaCore Capital
2479
AlphaCore Capital
California
$576K -$113K -218 -17%
EC
2480
EdgeRock Capital
Colorado
$576K +$56.9K +110 +11%
FAG
2481
Fortitude Advisory Group
Washington
$573K – – –
ACP
2482
Arcus Capital Partners
Georgia
$572K +$26.4K +51 +4%
Cassaday & Co Wealth Management
2483
Cassaday & Co Wealth Management
Virginia
$572K -$7.25K -14 -1%
ACG
2484
Allen Capital Group
Nebraska
$572K +$43.5K +84 +8%
WCWM
2485
Willow Creek Wealth Management
California
$571K -$3.62K -7 -0.6%
FFM
2486
Flagstone Financial Management
Nebraska
$571K – – –
BBNB
2487
Baker Boyer National Bank
Washington
$571K +$4.66K +9 +0.8%
HVIA
2488
Hudson Valley Investment Advisors
New York
$571K – – –
LBC
2489
Lowe Brockenbrough & Co
Virginia
$569K -$8.8K -17 -2%
BDF
2490
Black Diamond Financial
Maryland
$569K +$87K +168 +18%
NAMNJ
2491
NorthStar Asset Management (New Jersey)
New Jersey
$567K +$1.03K +2 +0.2%
WHC
2492
Wulff, Hansen & Co
California
$566K +$49.2K +95 +10%
GCM
2493
Generation Capital Management
New York
$566K +$557K +1,075 New
BCG
2494
Breakwater Capital Group
New Jersey
$566K +$518 +1 +0.1%
BWAM
2495
Boyd Watterson Asset Management
Ohio
$563K -$33.1K -64 -6%
NWWA
2496
New Wave Wealth Advisors
Arkansas
$563K -$86.5K -167 -14%
RFG
2497
Range Financial Group
Oregon
$563K +$337K +650 +155%
MWM
2498
Mindset Wealth Management
Indiana
$562K +$6.73K +13 +1%
CWD
2499
Clarity Wealth Development
Oregon
$561K +$523K +1,010 New
SWM
2500
Sagace Wealth Management
Florida
$561K -$31.6K -61 -5%