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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1501
Advisornet Financial
Minnesota
$774K +$86.3K +3,130 +13%
LIA
1502
LS Investment Advisors
Michigan
$773K – – –
PFGIA
1503
Patriot Financial Group Insurance Agency
Massachusetts
$771K +$27.1K +985 +4%
PWM
1504
Palacios Wealth Management
Florida
$770K +$179K +6,500 +32%
CNB
1505
Camden National Bank
Maine
$769K +$27.6K +1,000 +4%
KFA
1506
Kelleher Financial Advisors
New York
$768K +$74K +2,686 +11%
ICM
1507
Intrepid Capital Management
Florida
$768K +$137K +4,987 +23%
GSB
1508
Greenfield Savings Bank
Massachusetts
$766K +$221K +8,032 +44%
Capital Fund Management (CFM)
1509
Capital Fund Management (CFM)
France
$766K +$188K +6,822 +35%
RCA
1510
Resonant Capital Advisors
Wisconsin
$765K -$21.9K -794 -3%
CLA
1511
Carnegie Lake Advisors
New Jersey
$765K -$189K -6,868 -21%
RFA
1512
Resurgent Financial Advisors
Georgia
$757K +$77.9K +2,825 +12%
GP
1513
Greenline Partners
New York
$756K +$103K +3,750 +17%
RPGNY
1514
Retirement Planning Group (New York)
New York
$756K +$27K +980 +4%
SFC
1515
SYM Financial Corp
Indiana
$754K +$25.5K +926 +4%
FA
1516
Faithward Advisors
Pennsylvania
$754K -$16.4K -596 -2%
OIA
1517
Optimum Investment Advisors
Illinois
$753K -$4.33K -157 -0.6%
WAG
1518
Wallace Advisory Group
California
$750K -$321K -11,653 -31%
1IA
1519
1620 Investment Advisors
Massachusetts
$750K -$689 -25 -0.1%
EMAM
1520
Encompass More Asset Management
California
$749K +$412K +14,946 +137%
SouthState Corp
1521
SouthState Corp
Florida
$746K +$193K +7,006 +37%
MCA
1522
Magnolia Capital Advisors
Mississippi
$745K +$58.1K +2,110 +9%
PP
1523
PFS Partners
New Jersey
$744K +$9.12K +331 +1%
HWA
1524
HMV Wealth Advisors
Louisiana
$744K – – –
PFA
1525
Peak Financial Advisors
Colorado
$742K +$13.9K +504 +2%