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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1651
Barry Investment Advisors
Massachusetts
$774K -$105K -640 -11%
PFG
1652
PAX Financial Group
Texas
$773K +$35.9K +219 +5%
PWP
1653
Perfromance Wealth Partners
Illinois
$770K +$25.4K +155 +3%
AMIM
1654
Aull & Monroe Investment Management
Alabama
$770K -$81.9K -500 -9%
LIM
1655
Longfellow Investment Management
Massachusetts
$769K +$166K +1,015 +25%
RWMG
1656
Redwood Wealth Management Group
New Jersey
$769K -$9.5K -58 -1%
GFA
1657
Gifford Fong Associates
California
$768K
REMPR
1658
Roof Eidam Maycock Peralta (REMP)
California
$765K
MWM
1659
McNaughton Wealth Management
California
$765K
GWM
1660
Gibbs Wealth Management
Georgia
$764K +$139K +850 +21%
JWM
1661
Jessup Wealth Management
Ohio
$763K -$14.7K -90 -2%
SC
1662
SouthState Corp
Florida
$763K -$35.5K -217 -4%
EAM
1663
Evanson Asset Management
California
$763K -$27.5K -168 -3%
BFF
1664
Byrne Financial Freedom
Massachusetts
$761K +$811K +4,955 New
CIP
1665
Cornerstone Investment Partners
Georgia
$760K +$810K +4,946 New
AWA
1666
Artemis Wealth Advisors
New York
$760K +$4.42K +27 +0.5%
WFC
1667
Western Financial Corp
California
$759K -$159K -973 -16%
HWMC
1668
Heritage Wealth Management (California)
California
$756K -$488K -2,983 -38%
WP
1669
WMS Partners
Maryland
$755K -$120K -736 -13%
TCPW
1670
Twin City Private Wealth
North Carolina
$754K +$11K +67 +1%
LWM
1671
Lionshead Wealth Management
New York
$752K +$802K +4,896 New
BC
1672
Barrett & Company
Rhode Island
$748K +$81.9K +500 +11%
AFG
1673
Atomi Financial Group
New York
$743K +$23.4K +143 +3%
LWA
1674
Lineweaver Wealth Advisors
Ohio
$743K +$41.9K +256 +6%
SF
1675
SWP Financial
California
$742K +$164 +1 +0%