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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1451
OneAscent Wealth Management
Alabama
$556K -$11.1K -448 -2%
FB
1452
First Bancorp
Maine
$554K +$47.8K +1,924 +8%
EWS
1453
Eagle Wealth Strategies
New Jersey
$553K +$273 +11 +0%
PTP
1454
Platform Technology Partners
New York
$552K +$28.9K +1,165 +5%
FAM
1455
Formidable Asset Management
Ohio
$551K -$1.42K -57 -0.3%
FFWM
1456
Future Financial Wealth Management
Ohio
$550K -$323 -13 -0.1%
PCP
1457
Proficio Capital Partners
Massachusetts
$549K +$658K +26,527 New
MA
1458
Montag & Associates
Georgia
$547K +$19.5K +784 +3%
SIP
1459
Stoneridge Investment Partners
Pennsylvania
$547K +$196K +7,917 +51%
AWS
1460
Arkfeld Wealth Strategies
Nebraska
$547K -$2.9K -117 -0.4%
OPTFSNA
1461
Old Point Trust & Financial Services N A
Virginia
$546K +$28K +1,129 +4%
CST
1462
Charles Schwab Trust
Nevada
$545K +$322K +12,987 +97%
DG
1463
DMC Group
Alabama
$545K -$209K -8,404 -24%
HBT
1464
Hills Bank & Trust
Iowa
$543K +$82.5K +3,326 +15%
AWAG
1465
ARS Wealth Advisors Group
Florida
$543K +$15.5K +624 +2%
LF
1466
Lantz Financial
Illinois
$539K -$18.3K -738 -3%
BCA
1467
Bay Colony Advisors
Massachusetts
$539K -$33.9K -1,367 -5%
WCM
1468
WealthBridge Capital Management
Ohio
$539K +$111K +4,458 +21%
RCA
1469
Resonant Capital Advisors
Wisconsin
$539K -$36.6K -1,476 -5%
CCM
1470
Chilton Capital Management
Texas
$538K -$23.1K -929 -3%
RZH
1471
Relyea Zuckerberg Hanson
Connecticut
$538K +$1.24K +50 +0.2%
WQ
1472
Wealth Quarterback
New Jersey
$538K -$72.9K -2,939 -10%
OIMU
1473
Osmosis Investment Management UK
United Kingdom
$537K – – –
CAM
1474
Cozad Asset Management
Illinois
$536K +$22.3K +897 +4%
OWA
1475
Opal Wealth Advisors
New York
$534K +$57.7K +2,326 +10%