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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1501
Evanson Asset Management
California
$552K -$172K -8,609 -25%
KWM
1502
Keebeck Wealth Management
Illinois
$552K -$170K -8,534 -24%
FFWM
1503
Future Financial Wealth Management
Ohio
$552K -$151K -7,572 -24%
WE
1504
Wealth Effects
Massachusetts
$552K -$38K -1,907 -7%
RGC
1505
Roberts, Glore & Co
Illinois
$551K -$228K -11,436 -30%
TCM
1506
Triumph Capital Management
Colorado
$551K -$202K -10,141 -28%
CTFG
1507
Capstone Triton Financial Group
Oklahoma
$551K -$188K -9,433 -24%
RW
1508
Rede Wealth
Virginia
$550K -$177K -8,874 -25%
EFL
1509
ERn Financial LLC
Wisconsin
$550K -$159K -7,963 -23%
WTA
1510
Washington Trust Advisors
Massachusetts
$547K -$277K -13,905 -35%
UBG
1511
United Bank (Georgia)
Georgia
$547K -$166K -8,331 -24%
CSB
1512
City State Bank
Iowa
$544K -$171K -8,567 -25%
FC
1513
Fusion Capital
South Carolina
$544K -$155K -7,784 -23%
PP
1514
PDS Planning
Ohio
$543K +$37.8K +1,894 +8%
SXL
1515
Summit X LLC
Missouri
$542K -$243K -12,164 -32%
CRI
1516
Colonial River Investments
Virginia
$541K -$525K -26,322 -51%
PP
1517
PFS Partners
New Jersey
$541K -$15.4K -774 -3%
ALAM
1518
Asahi Life Asset Management
Japan
$538K -$343K -17,198 -40%
AIP
1519
Almanack Investment Partners
Pennsylvania
$538K -$31.2K -1,565 -6%
LI
1520
Lafayette Investments
Maryland
$537K -$173K -8,658 -25%
RCM
1521
RB Capital Management
Nevada
$535K -$149K -7,495 -23%
RPWA
1522
Regent Peak Wealth Advisors
Georgia
$533K +$129K +6,449 +34%
KFA
1523
Krane Funds Advisors
New York
$532K +$16.2K +811 +3%
BHWA
1524
Beacon Harbor Wealth Advisors
Virginia
$531K -$164K -8,212 -24%
PPW
1525
Pinnacle Private Wealth
Massachusetts
$530K -$170K -8,509 -25%