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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
2176
Investment Advisory Services
Texas
$605K +$13.6K +165 +2%
PB
2177
Pinnacle Bancorp
Nebraska
$604K +$2.06K +25 +0.3%
SCM
2178
Seascape Capital Management
New Hampshire
$603K -$105K -1,275 -15%
KCFA
2179
Key Client Fiduciary Advisors
New Jersey
$603K -$1.81K -22 -0.3%
SWMP
2180
Signature Wealth Management Partners
New Jersey
$602K +$18.2K +221 +3%
FBB
2181
Fulton Breakefield Broenniman
Maryland
$601K -$64.7K -786 -10%
CM
2182
Cercano Management
Washington
$601K
SCM
2183
Schnieders Capital Management
California
$598K -$146K -1,767 -20%
RBWA
2184
RFG - Bristol Wealth Advisors
Massachusetts
$598K -$5.35K -65 -0.9%
BIA
2185
Bigelow Investment Advisors
Maine
$598K -$42.7K -518 -7%
GSWM
2186
Golden State Wealth Management
California
$597K +$51.7K +628 +10%
PWM
2187
Pines Wealth Management
North Carolina
$597K -$8.57K -104 -1%
HFS
2188
Howard Financial Services
Texas
$597K -$412 -5 -0.1%
LF
2189
LifePlan Financial
Minnesota
$595K +$584K +7,093 New
HP
2190
Holistic Planning
Texas
$595K +$8.48K +103 +1%
SCM
2191
Sunbeam Capital Management
Georgia
$594K +$3.54K +43 +0.6%
CTC
2192
Cetera Trust Company
Minnesota
$592K
OL
2193
OneFund LLC
Florida
$592K +$22.6K +275 +4%
MCM
2194
Morton Capital Management
California
$591K +$3.46K +42 +0.6%
YWS
2195
Yarger Wealth Strategies
Ohio
$591K +$153K +1,856 +36%
MW
2196
MBL Wealth
North Carolina
$591K +$31.9K +387 +6%
CWP
2197
Core Wealth Partners
California
$590K -$329 -4 -0.1%
AF
2198
Arrow Financial
New York
$586K -$266K -3,232 -32%
ATS
2199
Ashton Thomas Securities
New York
$586K +$62.5K +759 +12%
AWM
2200
Ariadne Wealth Management
California
$585K +$68.8K +835 +15%