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Name Holding Trade Value Shares
Change
Change in
Stake
RAM
1701
Redmond Asset Management
Virginia
$930K +$102K +1,301 +12%
WA
1702
Wealth Architects
California
$928K +$392 +5 +0%
WMA
1703
Wealth Management Associates
New Jersey
$927K +$70.2K +896 +8%
BFO
1704
Biltmore Family Office
North Carolina
$927K -$3.29K -42 -0.4%
IRC
1705
Investors Research Corp
Georgia
$923K
WFM
1706
Wolff Financial Management
Michigan
$921K +$78 +1 +0%
FMTC
1707
Farmers & Merchants Trust Company
California
$914K +$410K +5,237 +83%
NFG
1708
Nations Financial Group
Iowa
$912K -$188K -2,398 -17%
AFC
1709
AFT Forsyth & Company
Florida
$911K -$50.5K -645 -5%
SFM
1710
Signet Financial Management
New Jersey
$911K -$22.6K -289 -2%
HCM
1711
Hall Capital Management
Rhode Island
$910K -$24.4K -312 -3%
NB
1712
Northwest Bancshares
Pennsylvania
$907K -$16.1K -205 -2%
ACG
1713
Allen Capital Group
Nebraska
$906K -$14.8K -189 -2%
CFS
1714
CRA Financial Services
New Jersey
$906K +$228K +2,909 +34%
BWP
1715
BSW Wealth Partners
Colorado
$905K +$13.7K +175 +2%
FFC
1716
First Financial Corp
Indiana
$905K +$42.2K +539 +5%
ACM
1717
Alethea Capital Management
Washington
$905K +$165K +2,107 +23%
NJBEST
1718
New Jersey Better Educational Savings Trust
New Jersey
$904K
SIA
1719
Strategic Investment Advisors
Michigan
$903K +$279K +3,565 +45%
V
1720
VeraBank
Texas
$899K +$19K +242 +2%
VWA
1721
V Wealth Advisors
Kansas
$894K -$720K -9,190 -45%
WWM
1722
Windsor Wealth Management
Indiana
$894K -$60.8K -776 -6%
CPIG
1723
Chicago Partners Investment Group
Illinois
$889K +$46.4K +592 +5%
BCM
1724
Barometer Capital Management
Ontario, Canada
$888K +$879K +11,224 New
BEAM
1725
Baker Ellis Asset Management
Washington
$885K +$16.4K +209 +2%