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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1451
River Wealth Advisors
Pennsylvania
$812K -$259K -12,335 -24%
RFN
1452
RDA Financial Network
Iowa
$812K -$2.6K -124 -0.3%
BHIA
1453
Birch Hill Investment Advisors
Massachusetts
$812K +$56.1K +2,669 +7%
CFD
1454
Creative Financial Designs
Indiana
$811K +$68.3K +3,250 +9%
RCIM
1455
Russell Clark Investment Management
United Kingdom
$810K
PWMG
1456
Prestige Wealth Management Group
New Jersey
$810K +$132K +6,303 +19%
SFS
1457
Solitude Financial Services
Virginia
$810K +$191K +9,109 +30%
EAM
1458
Evanson Asset Management
California
$808K +$30.1K +1,434 +4%
PFBT
1459
Parkside Financial Bank & Trust
Missouri
$807K +$24K +1,141 +3%
MIM
1460
MTM Investment Management
South Carolina
$804K -$146K -6,931 -15%
FFWM
1461
Future Financial Wealth Management
Ohio
$804K
HCM
1462
Horrell Capital Management
Arkansas
$801K -$4.87K -232 -0.6%
SB
1463
Strategic Blueprint
Georgia
$801K +$162K +7,697 +24%
MFW
1464
Mosaic Family Wealth
Missouri
$800K -$11K -523 -1%
CASB
1465
Cape Ann Savings Bank
Massachusetts
$798K -$35.8K -1,704 -4%
Edgewood Management
1466
Edgewood Management
Connecticut
$797K +$55.6K +2,648 +7%
PPWP
1467
Proquility Private Wealth Partners
Nevada
$796K +$24.1K +1,149 +3%
TFS
1468
TrustCore Financial Services
Tennessee
$795K -$64.3K -3,061 -7%
WBC
1469
West Branch Capital
Massachusetts
$795K +$4.03K +192 +0.5%
IWN
1470
Independent Wealth Network
Iowa
$795K +$879K +41,821 New
JF
1471
JSF Financial
California
$792K -$39.7K -1,891 -5%
LD
1472
Lipe & Dalton
New York
$792K -$37.9K -1,804 -4%
MWP
1473
Madison Wealth Partners
Wisconsin
$790K -$30.3K -1,444 -4%
AWMG
1474
Alliance Wealth Management Group
New Jersey
$790K +$1.64K +78 +0.2%
NICM
1475
Neo Ivy Capital Management
New York
$788K -$110K -5,249 -13%