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Name Holding Trade Value Shares
Change
Change in
Stake
FP
976
Fiduciary Planning
Florida
$880K
SI
977
Saxon Interests
Texas
$880K -$103K -682 -11%
KWA
978
Kingswood Wealth Advisors
California
$878K -$51.8K -342 -6%
LA
979
LVW Advisors
New York
$873K +$29.6K +195 +4%
MFIM
980
Mesirow Financial Investment Management
Illinois
$871K -$228K -1,506 -22%
ACA
981
Aptus Capital Advisors
Alabama
$868K -$30K -198 -4%
AWM
982
Avior Wealth Management
Nebraska
$868K -$611K -4,028 -43%
FLPIM
983
F.L. Putnam Investment Management
Massachusetts
$867K -$6.52K -43 -0.8%
LPT
984
Legacy Private Trust
Wisconsin
$866K -$1.16M -7,668 -59%
AWA
985
Aaron Wealth Advisors
Illinois
$865K +$20.5K +135 +3%
NG
986
Norden Group
Utah
$865K -$32.6K -215 -4%
TW
987
TritonPoint Wealth
Maryland
$864K -$29.4K -194 -4%
UAS
988
United Asset Strategies
New York
$863K +$152 +1 +0%
FCA
989
FLC Capital Advisors
California
$861K -$606 -4 -0.1%
IAMOG
990
Investors Asset Management of Georgia
Georgia
$860K +$48.5K +320 +6%
IA
991
Inspire Advisors
Idaho
$857K +$38K +251 +5%
TT
992
TI-Trust
Illinois
$855K +$36.1K +238 +5%
BHBT
993
Burke & Herbert Bank & Trust
Virginia
$854K -$90.9K -600 -10%
VIP
994
Vista Investment Partners
Oklahoma
$853K +$1.36K +9 +0.2%
RC
995
Rexford Capital
Texas
$850K +$11.8K +78 +2%
BST
996
Bath Savings Trust
Maine
$850K
LIM
997
Longfellow Investment Management
Massachusetts
$849K +$794K +5,241 New
NF
998
NavPoint Financial
Minnesota
$848K
VA
999
VestGen Advisors
Illinois
$846K +$19.4K +128 +3%
PWG
1000
Private Wealth Group
Florida
$845K