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Name Holding Trade Value Shares
Change
Change in
Stake
DA
1851
Detalus Advisors
Missouri
$803K -$6K -16 -0.8%
WOC
1852
West Oak Capital
California
$800K +$3.75K +10 +0.5%
PVI
1853
Pine Valley Investments
New Jersey
$799K +$113K +300 +17%
SW
1854
SteelPeak Wealth
California
$798K +$241K +642 +46%
Jones Financial Companies
1855
Jones Financial Companies
Missouri
$795K -$25.5K -68 -3%
FMN
1856
Financial Management Network
California
$791K
AM
1857
Atwater Malick
Pennsylvania
$791K +$56.3K +150 +8%
MFG
1858
MidWestOne Financial Group
Iowa
$790K
IWP
1859
Invenio Wealth Partners
Florida
$790K +$754K +2,009 New
FFWA
1860
FRG Family Wealth Advisors
Washington
$787K -$36.8K -98 -5%
VST
1861
Van Strum & Towne
California
$787K
PFO
1862
PMC FIG Opportunities
Israel
$787K +$188K +500 +33%
HP
1863
Hilltop Partners
Indiana
$785K +$749K +1,997 New
VDBMI
1864
Van Den Berg Management I
Texas
$781K -$19.1K -51 -3%
CIS
1865
Continental Investors Services
Washington
$780K +$399K +1,064 +116%
GWANC
1866
Guardian Wealth Advisors (North Carolina)
North Carolina
$777K +$96.8K +258 +15%
BAM
1867
Byrne Asset Management
New Jersey
$773K +$242K +645 +49%
RCM
1868
Radnor Capital Management
Pennsylvania
$772K +$45.4K +121 +7%
JAG
1869
Journey Advisory Group
Kentucky
$771K +$2.25K +6 +0.3%
SAMT
1870
Select Asset Management & Trust
Pennsylvania
$771K +$341K +909 +86%
HWM
1871
Howard Wealth Management
Connecticut
$769K -$13.5K -36 -2%
CIP
1872
Convergence Investment Partners
Florida
$768K -$84.8K -226 -10%
DCM
1873
DGS Capital Management
New Jersey
$767K +$32.3K +86 +5%
SMA
1874
Seven Mile Advisory
New Jersey
$767K +$731K +1,949 New
TA
1875
TFG Advisers
Michigan
$766K +$1.13K +3 +0.2%