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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1001
SageGuard Financial Group
Tennessee
$266K +$245K +3,562 New
BWAM
1002
Boyd Watterson Asset Management
Ohio
$264K +$245K +3,560 New
DI
1003
Diligent Investors
California
$263K
OIA
1004
OneDigital Investment Advisors
Kansas
$262K -$69.7K -1,014 -22%
APW
1005
Acima Private Wealth
Virginia
$262K
TTWM
1006
TCV Trust & Wealth Management
Virginia
$262K
SCM
1007
Shelton Capital Management
Colorado
$261K -$13.8K -200 -5%
ACM
1008
Alethea Capital Management
Washington
$260K
CA
1009
Cambridge Advisors
Nebraska
$260K
LPIC
1010
LeJeune Puetz Investment Counsel
Michigan
$260K
YL
1011
YCG LLC
Texas
$260K
CCT
1012
Country Club Trust
Missouri
$259K
NIA
1013
Northstar Investment Advisors
Colorado
$259K
AWA
1014
Arete Wealth Advisors
Illinois
$258K
GFS
1015
GYL Financial Synergies
Connecticut
$258K
TWA
1016
TCI Wealth Advisors
Arizona
$257K -$825 -12 -0.3%
MFW
1017
Meristem Family Wealth
Minnesota
$257K +$7.56K +110 +3%
VVP
1018
Venture Visionary Partners
Ohio
$257K +$238K +3,465 New
GAG
1019
GM Advisory Group
New York
$256K -$13.8K -200 -5%
SFSIG
1020
San Francisco Sentry Investment Group
California
$254K +$19.3K +280 +9%
OPS
1021
Orion Portfolio Solutions
Nebraska
$252K -$70.2K -1,021 -23%
CBA
1022
Coastal Bridge Advisors
Connecticut
$252K -$22.7K -330 -9%
BWA
1023
Burt Wealth Advisors
Maryland
$252K
CHAM
1024
Clear Harbor Asset Management
Connecticut
$252K
MCM
1025
Maple Capital Management
Vermont
$252K