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Name Holding Trade Value Shares
Change
Change in
Stake
FP
726
Financial Perspectives
Minnesota
$42.1K
LDB
727
Lee, Danner & Bass
Tennessee
$41.6K +$45.8K +573 New
LI
728
LRI Investments
Florida
$41.3K
RTC
729
Riverview Trust Company
Washington
$40.3K
MWA
730
Medallion Wealth Advisors
Connecticut
$38.7K +$43.9K +549 New
MFC
731
Mechanics Financial Corp
Ohio
$37.6K
CFFP
732
Center for Financial Planning
Michigan
$37.5K
SWM
733
Spire Wealth Management
Virginia
$34K +$80 +1 +0.2%
MCM
734
Manchester Capital Management
Vermont
$32.9K -$160 -2 -0.4%
HIA
735
Harbor Investment Advisory
Maryland
$32.7K
DFA
736
DHJJ Financial Advisors
Illinois
$32.4K
OC
737
Oarsman Capital
Wisconsin
$31.9K
JFGIW
738
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30.8K -$6.56K -82 -17%
KIM
739
Kestra Investment Management
Texas
$30.1K +$33.1K +414 New
BIA
740
Bell Investment Advisors
California
$29.2K
CAM
741
Close Asset Management
United Kingdom
$29K
OWP
742
ORG Wealth Partners
Texas
$27.2K +$30K +375 New
GSWM
743
Golden State Wealth Management
California
$27.1K +$29.8K +373 New
PWA
744
Physician Wealth Advisors
Utah
$25.5K +$28.1K +351 New
OSNBOA
745
Old Second National Bank of Aurora
Illinois
$24.6K +$560 +7 +2%
CSPIA
746
Cary Street Partners Investment Advisory
Virginia
$24.1K -$2.14M -26,809 -99%
CFO
747
CVA Family Office
Colorado
$23.9K
VWM
748
Valley Wealth Managers
New Jersey
$21.8K
TFIPS
749
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.3K +$22.4K +280 New
FFC
750
First Financial Corp
Indiana
$19.7K