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Name Holding Trade Value Shares
Change
Change in
Stake
T
1501
TrustBank
Illinois
$713K +$476K +17,815 +263%
TGAM
1502
TBH Global Asset Management
Tennessee
$711K -$97.8K -3,662 -13%
PWP
1503
Phillips Wealth Planners
Mississippi
$709K +$222K +8,310 +41%
FFG
1504
Fiduciary Financial Group
California
$707K +$8.9K +333 +1%
WH
1505
Willner & Heller
California
$707K -$22.7K -848 -3%
SC
1506
Schubert & Co
Texas
$704K +$18.7K +699 +3%
SC
1507
SouthState Corp
Florida
$704K -$2.59K -97 -0.4%
GWA
1508
Gibson Wealth Advisors
Texas
$702K +$120K +4,500 +23%
SL
1509
Sentinus LLC
Illinois
$702K +$222K +8,308 +52%
CIC
1510
Crawford Investment Counsel
Georgia
$701K -$142K -5,309 -18%
PFA
1511
Peak Financial Advisors
Colorado
$700K +$6.87K +257 +1%
EC
1512
EntryPoint Capital
New York
$699K +$644K +24,118 New
CWM
1513
Chesapeake Wealth Management
Virginia
$696K +$1.92K +72 +0.3%
SP
1514
SmartHarvest Portfolios
Washington
$695K -$196K -7,341 -23%
BGAI
1515
Bruce G. Allen Investments
Colorado
$692K +$38.9K +1,456 +7%
FPL
1516
Fortress Private Ledger
North Carolina
$691K +$28.6K +1,070 +5%
SSCM
1517
Spectrum Strategic Capital Management
Oregon
$690K -$23K -861 -3%
GPWA
1518
Gaddis Premier Wealth Advisors
Oklahoma
$690K -$113K -4,239 -15%
SIA
1519
Soltis Investment Advisors
Utah
$688K +$124K +4,628 +24%
AIM
1520
Acropolis Investment Management
Missouri
$688K -$1.52K -57 -0.2%
SVWAG
1521
Sound View Wealth Advisors Group
Georgia
$688K -$12.9K -484 -2%
CFP
1522
Cascade Financial Partners
California
$688K
MEG
1523
Millstone Evans Group
Colorado
$687K +$13.9K +522 +2%
WMA
1524
West Michigan Advisors
Michigan
$684K +$81.2K +3,041 +15%
CWM
1525
Cahaba Wealth Management
Georgia
$682K -$733K -27,442 -54%