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Name Holding Trade Value Shares
Change
Change in
Stake
FC
2601
Financial Council
Maryland
$799K +$73.4K +2,210 +13%
GFPC
2602
Global Financial Private Client
Florida
$797K +$21.2K +640 +4%
HFG
2603
Heron Financial Group
New York
$795K +$664 +20 +0.1%
BONH
2604
Bank of New Hampshire
New Hampshire
$794K -$32.5K -980 -5%
PAWA
2605
Palo Alto Wealth Advisors
California
$794K -$75.7K -2,280 -11%
CWA
2606
Choice Wealth Advisors
Maine
$793K
DCM
2607
Dimension Capital Management
Florida
$793K +$18.6K +560 +3%
ACM
2608
Advance Capital Management
Michigan
$792K -$35.9K -1,080 -5%
IWN
2609
Independent Wealth Network
Iowa
$791K +$15.6K +470 +3%
RBCM
2610
Raub Brock Capital Management
California
$791K -$145K -4,380 -19%
AWA
2611
Amplius Wealth Advisors
Pennsylvania
$791K -$155K -4,660 -20%
MPW
2612
Monterey Private Wealth
California
$790K -$48.8K -1,470 -7%
PDM
2613
Penn Davis McFarland
Texas
$790K -$161K -4,850 -21%
OMC
2614
Overbrook Management Corp
New York
$788K
OCPWS
2615
One Charles Private Wealth Services
Massachusetts
$788K +$84K +2,530 +16%
SPWG
2616
Syntegra Private Wealth Group
Missouri
$787K -$71.7K -2,160 -10%
CCB
2617
Cutter & Co Brokerage
Missouri
$785K -$86K -2,590 -12%
NRW
2618
Nova R Wealth
Kansas
$781K -$210K -6,340 -26%
AWM
2619
Aries Wealth Management
Maine
$777K +$1.99K +60 +0.3%
FNT
2620
First Nebraska Trust
Nebraska
$776K +$63.1K +1,900 +12%
ML
2621
Mayport LLC
Massachusetts
$775K +$250K +7,520 +70%
ARC
2622
Advisor Resource Council
Texas
$774K -$889K -26,790 -59%
MWA
2623
Motive Wealth Advisors
Michigan
$770K +$13.3K +400 +2%
MWM
2624
Massachusetts Wealth Management
Massachusetts
$768K
SEP
2625
Southland Equity Partners
Missouri
$765K -$165K -4,970 -22%