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Name Holding Trade Value Shares
Change
Change in
Stake
ACG
1876
Allen Capital Group
Nebraska
$952K -$913 -3 -0.1%
OC
1877
Oarsman Capital
Wisconsin
$952K +$104K +342 +12%
HWP
1878
Highline Wealth Partners
California
$952K +$12.5K +41 +1%
PWM
1879
Partnership Wealth Management
Maryland
$947K – – –
CastleKeep Investment Advisors
1880
CastleKeep Investment Advisors
Connecticut
$946K -$230K -755 -20%
CAM
1881
Cidel Asset Management
Ontario, Canada
$946K -$12.2K -40 -1%
OHWA
1882
Oak Hill Wealth Advisors
Virginia
$944K +$3.96K +13 +0.4%
SIS
1883
Strategic Investment Solutions
Illinois
$944K -$32.3K -106 -3%
BFG
1884
Berger Financial Group
Minnesota
$944K +$148K +486 +19%
RCM
1885
RNC Capital Management
California
$943K -$69.7K -229 -7%
WCA
1886
Westover Capital Advisors
Delaware
$943K -$8.22K -27 -0.9%
BBNB
1887
Baker Boyer National Bank
Washington
$943K +$16.7K +55 +2%
APW
1888
Acima Private Wealth
Virginia
$942K -$8.52K -28 -0.9%
FA
1889
Faithward Advisors
Pennsylvania
$942K -$53K -174 -5%
HBT
1890
Heartland Bank & Trust
Illinois
$939K +$316K +1,039 +51%
BMWM
1891
Brown Miller Wealth Management
Virginia
$938K +$2.13K +7 +0.2%
PWA
1892
Prairie Wealth Advisors
Nebraska
$936K -$44.1K -145 -4%
WCM
1893
WealthBridge Capital Management
Ohio
$934K – – –
FAB
1894
First American Bank
Illinois
$932K – – –
GC
1895
Garde Capital
Washington
$932K -$44.4K -146 -5%
GWM
1896
GDS Wealth Management
Texas
$931K +$49.9K +164 +6%
MWM
1897
MGB Wealth Management
Texas
$929K -$109K -357 -10%
CWM
1898
Core Wealth Management
Florida
$927K +$2.74K +9 +0.3%
T
1899
Tableaux
Massachusetts
$926K +$466K +1,530 +101%
TFGT
1900
TS Financial Group (TSFG)
Illinois
$926K -$27.1K -89 -3%