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Name Holding Trade Value Shares
Change
Change in
Stake
CRI
1651
Colonial River Investments
Virginia
$734K -$132K -4,880 -15%
FCT
1652
First Community Trust
Iowa
$729K +$5.34K +197 +0.7%
OAM
1653
Oxford Asset Management
United Kingdom
$729K +$745K +27,480 New
CT
1654
Clearstead Trust
Maine
$729K -$434 -16 -0.1%
BWA
1655
Beam Wealth Advisors
Louisiana
$728K +$10.9K +401 +1%
SIA
1656
Sit Investment Associates
Minnesota
$728K
GWWM
1657
Great Waters Wealth Management
Minnesota
$727K -$8.35K -308 -1%
FFA
1658
Founders Financial Alliance
North Carolina
$727K -$21.8K -803 -3%
UWP
1659
Uniting Wealth Partners
Kansas
$725K +$742K +27,339 New
HFBOT
1660
Home Federal Bank of Tennessee
Tennessee
$724K -$11.5K -425 -2%
MWM
1661
Maridea Wealth Management
New York
$724K +$740K +27,281 New
HB
1662
HTLF Bank
Colorado
$723K -$3.88K -143 -0.5%
HCM
1663
Hutchinson Capital Management
California
$723K -$129K -4,766 -15%
VF
1664
Vest Financial
Virginia
$723K +$96.9K +3,573 +15%
ECM
1665
EagleClaw Capital Management
Massachusetts
$721K -$12.6K -463 -2%
PWA
1666
Provenance Wealth Advisors
Florida
$720K -$831K -30,644 -53%
FG
1667
Foster Group
Iowa
$719K -$82.1K -3,026 -10%
LWM
1668
Lionshead Wealth Management
New York
$716K +$732K +27,004 New
KCFA
1669
Key Client Fiduciary Advisors
New Jersey
$716K -$46.4K -1,709 -6%
LGA
1670
Lebenthal Global Advisors
New York
$714K +$211K +7,765 +41%
TFS
1671
Thoroughbred Financial Services
Tennessee
$713K -$179K -6,589 -20%
Impax Asset Management Group
1672
Impax Asset Management Group
United Kingdom
$713K +$729K +26,867 New
VCS
1673
Vaughan & Co Securities
New Jersey
$713K -$7.84K -289 -1%
ADL
1674
Asset Dedication LLC
California
$712K +$377K +13,896 +107%
TCM
1675
TT Capital Management
California
$710K +$727K +26,813 New