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Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
2326
Israel Discount Bank of New York
New York
$810K -$6.63K -22 -0.8%
MMPW
2327
Mitchell McLeod Pugh & Williams
Alabama
$809K -$47.3K -157 -6%
AF
2328
Aldebaran Financial
$805K -$280K -930 -26%
GFPC
2329
Global Financial Private Client
Florida
$805K -$2.41K -8 -0.3%
Martingale Asset Management
2330
Martingale Asset Management
Massachusetts
$804K -$103K -341 -11%
WMA
2331
West Michigan Advisors
Michigan
$804K -$29.2K -97 -3%
BC
2332
Bowman & Company
Wisconsin
$800K +$256K +851 +47%
LFA
2333
Laraway Financial Advisors
Minnesota
$799K – – –
BWS
2334
BCR Wealth Strategies
Alabama
$797K – – –
TWM
2335
Thrive Wealth Management
Pennsylvania
$796K +$5.42K +18 +0.7%
LP
2336
LGL Partners
Pennsylvania
$793K -$20.2K -67 -2%
SSWM
2337
Sheets Smith Wealth Management
North Carolina
$791K -$36.5K -121 -4%
PFG
2338
Prosperity Financial Group
California
$791K -$23.5K -78 -3%
WCM
2339
Whitener Capital Management
North Carolina
$788K +$104K +345 +15%
FFA
2340
Fi3 Financial Advisors
Indiana
$788K +$58.8K +195 +8%
DWM
2341
Dorchester Wealth Management
Quebec, Canada
$788K +$73.8K +245 +10%
WA
2342
Wealthstream Advisors
New York
$787K +$382K +1,269 +94%
FA
2343
Fiducient Advisors
Illinois
$787K +$790K +2,621 New
GEA
2344
Glen Eagle Advisors
New Jersey
$786K – – –
SWA
2345
SOA Wealth Advisors
New York
$784K -$18.7K -62 -2%
PM
2346
Phraction Management
Connecticut
$782K -$9.64K -32 -1%
FCFC
2347
First Commonwealth Financial Corp
Pennsylvania
$782K +$26.8K +89 +4%
FF
2348
Fluent Financial
Texas
$782K -$82.6K -274 -10%
SAM
2349
SignalPoint Asset Management
Missouri
$781K -$2.11K -7 -0.3%
OIS
2350
Okabena Investment Services
Minnesota
$779K -$63K -209 -7%