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Name Holding Trade Value Shares
Change
Change in
Stake
RWI
2201
Red Wave Investments
Pennsylvania
$964K +$2.81K +24 +0.3%
TWP
2202
Tempus Wealth Planning
California
$963K +$64.8K +554 +8%
RYIA
2203
Roehl & Yi Investment Advisors
Oregon
$962K +$295K +2,523 +51%
PMG
2204
ProVise Management Group
Florida
$962K -$39.2K -335 -4%
MMC
2205
Mizuho Markets Cayman
Cayman Islands
$960K +$875K +7,473 New
IAS
2206
Investment Advisory Services
Texas
$959K +$9.83K +84 +1%
SM
2207
Sweeney & Michel
California
$958K -$28.3K -242 -3%
KRW
2208
Kaufman Rossin Wealth
Florida
$957K +$17.4K +149 +2%
CIM
2209
CIM Investment Management
Pennsylvania
$957K -$81.1K -693 -9%
TWM
2210
TRB Wealth Management
Texas
$955K -$175K -1,499 -17%
FH
2211
Financial Harvest
Florida
$955K +$31.7K +271 +4%
SCM
2212
Sunbeam Capital Management
Georgia
$951K +$7.84K +67 +0.9%
CSI
2213
Cross Staff Investments
New York
$951K – – –
SC
2214
Sapient Capital
Indiana
$948K -$1.06M -9,075 -55%
MFG
2215
Magnus Financial Group
New York
$945K -$2.93K -25 -0.3%
BWP
2216
Barlow Wealth Partners
Kentucky
$944K – – –
SWA
2217
SOA Wealth Advisors
New York
$943K +$34.6K +296 +4%
YIM
2218
Yoffe Investment Management
Pennsylvania
$943K – – –
RFA
2219
Resurgent Financial Advisors
Georgia
$942K +$220K +1,878 +34%
GSC
2220
G&S Capital
Colorado
$941K -$117 -1 -0%
ONST
2221
Old North State Trust
North Carolina
$941K -$133K -1,137 -13%
AP
2222
Appleton Partners
Massachusetts
$939K +$110K +939 +15%
SAM
2223
Summit Asset Management
Tennessee
$939K +$101K +864 +13%
AOI
2224
Auto-Owners Insurance
Michigan
$938K – – –
SFM
2225
Systematic Financial Management
New Jersey
$938K – – –