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Name Holding Trade Value Shares
Change
Change in
Stake
RMP
2601
Richards, Merrill & Peterson
Washington
$522K +$13.6K +25 +3%
OWM
2602
OneAscent Wealth Management
Alabama
$522K -$47.4K -87 -8%
SI
2603
Severin Investments
Missouri
$520K -$11.4K -21 -2%
AWA
2604
Aletheian Wealth Advisors
Washington
$519K +$63.7K +117 +14%
RIA
2605
Realta Investment Advisors
Delaware
$518K -$122K -224 -19%
NWWA
2606
New Wave Wealth Advisors
Arkansas
$517K -$68.6K -126 -12%
KCM
2607
Kanawha Capital Management
Virginia
$516K +$23.4K +43 +5%
VR
2608
Valued Retirements
Texas
$513K +$224K +411 +78%
DA
2609
Drake & Associates
Wisconsin
$513K +$88.7K +163 +21%
SIAG
2610
Safeguard Investment Advisory Group
California
$512K +$106K +194 +26%
FM
2611
Family Management
New York
$510K -$33.8K -62 -6%
UB
2612
Umpqua Bank
Oregon
$510K +$4.36K +8 +0.9%
CMS
2613
Capital Market Strategies
Florida
$510K -$20.7K -38 -4%
SCA
2614
Stonebridge Capital Advisors
Minnesota
$509K +$12K +22 +2%
BFC
2615
Bedel Financial Consulting
Indiana
$509K -$19.1K -35 -4%
SC
2616
Saiph Capital
New Jersey
$507K -$10.9K -20 -2%
Delta Accumulation LLC
2617
Delta Accumulation LLC
California
$506K +$544 +1 +0.1%
CIAM
2618
Caitong International Asset Management
Hong Kong
$505K +$501K +921 New
HB
2619
Horizon Bancorp
Indiana
$504K -$75.7K -139 -13%
WGC
2620
Watts Gwilliam & Co
Arizona
$503K +$90.9K +167 +22%
NCFG
2621
New Century Financial Group
New Jersey
$502K -$954K -1,752 -66%
BWM
2622
BlackDiamond Wealth Management
New York
$502K +$19.6K +36 +4%
EFA
2623
Edge Financial Advisors
Illinois
$501K +$544 +1 +0.1%
RW
2624
RVW Wealth
California
$501K +$25K +46 +5%
EHWM
2625
Eads & Heald Wealth Management
Georgia
$501K -$10.9K -20 -2%