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Name Holding Trade Value Shares
Change
Change in
Stake
BMWM
1701
Brown Miller Wealth Management
Virginia
$965K +$98.1K +273 +11%
SAM
1702
Sompo Asset Management
Japan
$964K -$270K -750 -22%
VC
1703
Veracity Capital
Georgia
$955K +$14.4K +40 +2%
JWCA
1704
J.W. Coons Advisors
Ohio
$955K +$65.8K +183 +7%
SFO
1705
Stokes Family Office
Louisiana
$952K +$55.7K +155 +6%
SHFA
1706
SC&H Financial Advisors
Maryland
$951K -$3.6K -10 -0.4%
ICM
1707
Intrepid Capital Management
Florida
$951K – – –
MAWCM
1708
Mine & Arao Wealth Creation & Management
California
$950K +$1.08K +3 +0.1%
R.M. Davis Inc
1709
R.M. Davis Inc
Maine
$943K +$119K +332 +14%
LWM
1710
Loveless Wealth Management
Montana
$942K +$32.4K +90 +4%
KCM
1711
KRS Capital Management
Michigan
$941K – – –
AWP
1712
Accretive Wealth Partners
New Jersey
$941K +$15.1K +42 +2%
NDSI
1713
Newman Dignan & Sheerar Inc
Rhode Island
$938K +$1.8K +5 +0.2%
LA
1714
Legacy Advisors
Pennsylvania
$938K +$944K +2,625 New
EM
1715
Excalibur Management
Massachusetts
$934K -$12.2K -34 -1%
F
1716
F3Logic
Minnesota
$932K -$31.3K -87 -3%
SOAMC
1717
Spirit of America Management Corp
New York
$929K -$180K -500 -16%
Empirical Wealth Management
1718
Empirical Wealth Management
Washington
$923K -$349K -972 -27%
CCA
1719
Childress Capital Advisors
Texas
$923K +$192K +534 +26%
PFBT
1720
Parkside Financial Bank & Trust
Missouri
$917K -$1.18M -3,273 -56%
CC
1721
Cadinha & Co
Hawaii
$916K -$44.9K -125 -5%
FC
1722
Financial Consulate
Maryland
$916K +$7.19K +20 +0.8%
RIA
1723
Regal Investment Advisors
Michigan
$914K -$7.91K -22 -0.9%
MW
1724
Marcum Wealth
Ohio
$911K +$37.7K +105 +4%
SIA
1725
SkyView Investment Advisors
New Jersey
$908K -$1.41M -3,931 -60%