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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1826
ProVise Management Group
Florida
$1.45M +$136K +1,196 +11%
SWP
1827
Summit Wealth Partners
Florida
$1.45M +$114 +1 +0%
CHJWM
1828
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.44M -$18.8K -166 -1%
CB
1829
Centennial Bank
Arkansas
$1.44M -$165K -1,450 -10%
WMA
1830
Wealth Management Associates
New Jersey
$1.44M -$32.2K -284 -2%
RPSA
1831
Richard P. Slaughter Associates
Texas
$1.44M +$1.41M +12,441 New
KJWM
1832
Kiley Juergens Wealth Management
Washington
$1.43M -$57.9K -510 -4%
KMWM
1833
Keudell/Morrison Wealth Management
Oregon
$1.43M -$25.7K -226 -2%
BFA
1834
Beacon Financial Advisory
Ohio
$1.43M +$46.7K +411 +3%
RCG
1835
Resource Consulting Group
Florida
$1.43M +$1.41M +12,384 New
WFM
1836
Wolff Financial Management
Michigan
$1.43M +$114 +1 +0%
CSB
1837
City State Bank
Iowa
$1.43M +$27.9K +246 +2%
FNC
1838
First National Corp
Massachusetts
$1.42M -$39.5K -348 -3%
OA
1839
Oxbow Advisors
Texas
$1.42M +$253K +2,225 +22%
SFI
1840
SPC Financial Inc
Maryland
$1.42M +$135K +1,187 +11%
HPCM
1841
Hunter Perkins Capital Management
Illinois
$1.42M +$1.39M +12,270 +75%
PFS
1842
Physicians Financial Services
North Carolina
$1.42M +$11.4K +100 +0.8%
CGFA
1843
Colton Groome Financial Advisors
North Carolina
$1.42M +$437K +3,850 +46%
AWC
1844
Abundance Wealth Counselors
Pennsylvania
$1.42M -$182K -1,603 -12%
LCM
1845
Linker Capital Management
Kentucky
$1.42M
ONSWM
1846
Old North State Wealth Management
North Carolina
$1.42M -$1.4M -12,369 -50%
GHAM
1847
Gilman Hill Asset Management
Connecticut
$1.42M +$13.6K +120 +1%
PSP
1848
Principal Street Partners
Tennessee
$1.41M -$22.7K -200 -2%
AWE
1849
Avidian Wealth Enterprises
Texas
$1.41M -$1.3M -11,462 -48%
PFGIA
1850
Patriot Financial Group Insurance Agency
Massachusetts
$1.41M -$31.1K -274 -2%