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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2576
Carolina Wealth Advisors
South Carolina
$504K +$93.9K +1,000 +26%
SPWM
2577
Spartan Planning & Wealth Management
North Carolina
$503K +$449K +4,783 New
CFA
2578
Cahill Financial Advisors
Minnesota
$503K -$939 -10 -0.2%
BTWM
2579
Baker Tilly Wealth Management
Wisconsin
$503K -$693K -7,378 -61%
3F
2580
360 Financial
Minnesota
$503K +$3.38K +36 +0.8%
SFG
2581
Seamount Financial Group
Colorado
$502K +$1.5K +16 +0.3%
APW
2582
Acima Private Wealth
Virginia
$501K
RGC
2583
Roberts, Glore & Co
Illinois
$501K -$14.4K -153 -3%
CIC
2584
Chase Investment Counsel
Virginia
$501K -$250K -2,668 -36%
SAM
2585
Sawgrass Asset Management
Florida
$501K +$13K +138 +3%
DIM
2586
DLK Investment Management
California
$499K
ACA
2587
Affinity Capital Advisors
California
$498K +$77.3K +824 +21%
GAM
2588
Gemmer Asset Management
California
$496K +$6.67K +71 +2%
JCM
2589
Jacobsen Capital Management
Utah
$496K -$16.7K -178 -4%
MAM
2590
Milestone Asset Management
Pennsylvania
$496K +$23.5K +250 +6%
AC
2591
Annandale Capital
Texas
$495K
OA
2592
Operose Advisors
Wisconsin
$495K +$74.7K +796 +20%
VFG
2593
Victory Financial Group
Texas
$494K +$108K +1,155 +33%
RCM
2594
RB Capital Management
Nevada
$493K +$54.2K +577 +14%
NFA
2595
Northern Financial Advisors
Michigan
$493K -$258K -2,744 -37%
TAFW
2596
Tred Avon Family Wealth
Maryland
$493K +$208K +2,219 +90%
CSA
2597
Cottage Street Advisors
Massachusetts
$492K +$188 +2 +0%
LK
2598
Lumbard & Kellner
New Hampshire
$492K
SFG
2599
Sovereign Financial Group
Connecticut
$491K -$939 -10 -0.2%
OBGC
2600
O'Brien Greene & Co
Pennsylvania
$491K +$17.5K +186 +4%