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Name Holding Trade Value Shares
Change
Change in
Stake
TIA
2701
Tiemann Investment Advisors
California
$448K -$10.9K -20 -2%
CFA
2702
Capstone Financial Advisors
Illinois
$447K +$544 +1 +0.1%
FFC
2703
First Financial Corp
Indiana
$445K -$22.3K -41 -5%
GWM
2704
GK Wealth Management
Nevada
$445K -$125K -229 -22%
LGG
2705
Luts & Greenleigh Group
Maryland
$444K +$5.99K +11 +1%
AHL
2706
Abel Hall LLC
Louisiana
$444K -$84.9K -156 -16%
IA
2707
Insight Advisors
Pennsylvania
$444K +$7.62K +14 +2%
LWM
2708
Lodestone Wealth Management
Washington
$443K -$14.7K -27 -3%
VFG
2709
Victory Financial Group
Texas
$442K +$62.1K +114 +16%
SPWG
2710
Sage Private Wealth Group
Illinois
$442K +$5.44K +10 +1%
CFSG
2711
Community Financial Services Group
Vermont
$441K -$3.81K -7 -0.9%
TPM
2712
Triasima Portfolio Management
Quebec, Canada
$441K -$6.53K -12 -1%
Orgel Wealth Management
2713
Orgel Wealth Management
Wisconsin
$439K -$3.81K -7 -0.9%
PMFA
2714
Plante Moran Financial Advisors
Michigan
$439K -$11.4K -21 -3%
UBV
2715
United Bank (Virginia)
Virginia
$438K – – –
NRWA
2716
North Ridge Wealth Advisors
Oregon
$438K – – –
OMIC
2717
Old Mission Investment Co
Michigan
$438K – – –
AC
2718
ASB Consultores
Florida
$437K -$771K -1,417 -64%
QFW
2719
QTR Family Wealth
Florida
$435K +$432K +794 New
CPW
2720
Catalyst Private Wealth
California
$434K +$1.63K +3 +0.4%
OWA
2721
Octavia Wealth Advisors
Ohio
$434K +$22.9K +42 +6%
CCT
2722
Chemung Canal Trust
New York
$432K -$20.1K -37 -4%
GFPC
2723
Global Financial Private Client
Florida
$431K +$14.2K +26 +3%
MAC
2724
Mason & Associates (California)
California
$431K +$11.4K +21 +3%
APW
2725
Acima Private Wealth
Virginia
$430K – – –