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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2251
Salvus Wealth Management
New Jersey
$874K +$8.17K +15 +0.9%
MIM
2252
Moseley Investment Management
Florida
$872K – – –
TIM
2253
Tevis Investment Management
Texas
$871K – – –
Salem Investment Counselors
2254
Salem Investment Counselors
North Carolina
$871K +$26.1K +48 +3%
TA
2255
TFG Advisers
Michigan
$870K +$1.09K +2 +0.1%
BMC
2256
Beaton Management Company
Massachusetts
$867K – – –
IWP
2257
Invenio Wealth Partners
Florida
$867K +$21.2K +39 +3%
Foster Group
2258
Foster Group
Iowa
$866K +$314K +577 +58%
PWM
2259
Pines Wealth Management
North Carolina
$865K -$7.62K -14 -0.8%
TA
2260
TFB Advisors
Kansas
$861K +$25.6K +47 +3%
MWA
2261
Midland Wealth Advisors
Illinois
$861K -$26.1K -48 -3%
OWP
2262
ORG Wealth Partners
Texas
$860K +$25.6K +47 +3%
PPC
2263
Park Place Capital
Alabama
$859K -$509K -935 -37%
CWA
2264
Canvas Wealth Advisors
Kansas
$858K +$229K +421 +35%
MAM
2265
McLean Asset Management
Virginia
$858K +$28.9K +53 +3%
VIA
2266
Victrix Investment Advisors
Florida
$855K -$17.4K -32 -2%
HNWAG
2267
High Net Worth Advisory Group
Florida
$853K -$5.44K -10 -0.6%
QFA
2268
Quantum Financial Advisors
California
$850K -$13.6K -25 -2%
GA
2269
Goldstein Advisors
Wisconsin
$843K +$20.1K +37 +2%
Madison Asset Management
2270
Madison Asset Management
Wisconsin
$842K -$216K -397 -21%
BTWM
2271
Baker Tilly Wealth Management
Wisconsin
$838K +$96.4K +177 +13%
SPWM
2272
Spartan Planning & Wealth Management
North Carolina
$837K +$544 +1 +0.1%
Washington Trust
2273
Washington Trust
Rhode Island
$836K -$187K -344 -18%
FPWM
2274
FSB Premier Wealth Management
Iowa
$836K +$139K +255 +20%
LSIA
2275
LaSalle St. Investment Advisors
Illinois
$835K +$59.9K +110 +8%