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Name Holding Trade Value Shares
Change
Change in
Stake
BMWS
1876
Brady Martz Wealth Solutions
North Dakota
$426K -$25.1K -961 -5%
CBT
1877
Central Bank & Trust
Kentucky
$426K -$3.53K -135 -0.8%
LI
1878
LRI Investments
Florida
$426K +$210K +8,021 +83%
NFC
1879
Northstar Financial Companies
Pennsylvania
$425K +$183 +7 +0%
PWMG
1880
Prestige Wealth Management Group
New Jersey
$424K -$157K -5,996 -25%
OL
1881
one8zero8 LLC
North Carolina
$422K -$22K -840 -5%
MIM
1882
Montgomery Investment Management
Maryland
$421K – – –
RIA
1883
Richwood Investment Advisors
Ohio
$421K +$51.4K +1,966 +13%
FCFC
1884
First Commonwealth Financial Corp
Pennsylvania
$420K -$31.7K -1,212 -6%
RC
1885
Rexford Capital
Texas
$420K -$3.48K -133 -0.8%
ERWM
1886
Elk River Wealth Management
Colorado
$419K -$9.63K -368 -2%
WAS
1887
Winch Advisory Services
Wisconsin
$418K +$3.5K +134 +0.8%
BFO
1888
Biltmore Family Office
North Carolina
$417K -$1.07K -41 -0.2%
JMFC
1889
J.M. Forbes & Co
Massachusetts
$417K – – –
EF
1890
Exeter Financial
Arizona
$416K -$4.34K -166 -1%
LWA
1891
Lantern Wealth Advisors
New York
$416K +$17.6K +672 +4%
BSB
1892
Bangor Savings Bank
Maine
$416K -$37K -1,415 -8%
LI
1893
Lafayette Investments
Maryland
$415K -$57.1K -2,184 -11%
NPA
1894
Nichols & Pratt Advisers
Massachusetts
$414K -$144K -5,500 -24%
PWA
1895
Provenance Wealth Advisors
Florida
$411K +$9.39K +359 +2%
CFO
1896
Cambient Family Office
Michigan
$411K -$141K -5,403 -24%
EIP
1897
Ellis Investment Partners
Pennsylvania
$411K +$222K +8,501 +99%
LCOV
1898
London Company of Virginia
Virginia
$411K – – –
FWP
1899
FAS Wealth Partners
Kansas
$410K +$1.99K +76 +0.4%
AWM
1900
Angeles Wealth Management
California
$410K +$9.37K +358 +2%