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Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
2301
Wealth Alliance Advisory Group
Kansas
$822K +$104K +878 +14%
BIM
2302
Baldwin Investment Management
Pennsylvania
$820K +$11.9K +100 +1%
CTC
2303
Cetera Trust Company
Minnesota
$819K -$11.9K -100 -1%
FWA
2304
FSM Wealth Advisors
Ohio
$818K +$53.3K +449 +7%
CCB
2305
Cutter & Co Brokerage
Missouri
$817K -$13.4K -113 -2%
SWMP
2306
Signature Wealth Management Partners
New Jersey
$817K +$119 +1 +0%
OP
2307
ORG Partners
Indiana
$816K +$355K +2,988 +71%
SFG
2308
Sather Financial Group
Texas
$814K -$33.7K -284 -4%
SAI
2309
Savvy Advisors Inc
New York
$812K +$120K +1,013 +17%
ATIA
2310
American Trust Investment Advisors
New Hampshire
$810K +$445K +3,745 +111%
AWA
2311
Acorn Wealth Advisors
Michigan
$808K +$183K +1,537 +28%
AWM
2312
Aprio Wealth Management
Georgia
$807K -$21.5K -181 -2%
SWP
2313
Strategic Wealth Partners
Ohio
$805K -$27.8K -234 -3%
MFA
2314
McClarren Financial Advisors
Pennsylvania
$803K +$99.2K +835 +113%
DTC
2315
Davidson Trust Company
Washington
$803K +$133K +1,121 +19%
PTCG
2316
Pring Turner Capital Group
California
$802K -$34.5K -290 -4%
CH
2317
Cromwell Holdings
Wyoming
$799K -$66.5K -560 -7%
MPW
2318
Monterey Private Wealth
California
$797K -$713 -6 -0.1%
CS
2319
Crescent Sterling
Louisiana
$797K -$8.2K -69 -1%
GAA
2320
Global Assets Advisory
Florida
$797K +$825K +6,943 New
OCG
2321
Opus Capital Group
Ohio
$796K +$45.1K +380 +6%
ILI
2322
Invesco LLC (Illinois)
Illinois
$795K
M
2323
Mirova
France
$793K
AWM
2324
Absher Wealth Management
North Carolina
$793K +$124K +1,045 +18%
CF
2325
Copperwynd Financial
Arizona
$793K +$29.8K +251 +4%