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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1601
Belpointe Asset Management
Nevada
$877K -$178K -7,094 -16%
TRIM
1602
Thompson Rubinstein Investment Management
Oregon
$875K -$9.34K -372 -1%
FDS
1603
Freedom Day Solutions
Texas
$875K +$15.1K +600 +2%
AWA
1604
ARS Wealth Advisors
Florida
$872K -$79.3K -3,159 -8%
HA
1605
Halsey Associates
Connecticut
$872K -$11.7K -466 -1%
PG
1606
Proffitt & Goodson
Tennessee
$865K -$63.7K -2,538 -7%
TWM
1607
Torch Wealth Management
Ohio
$865K +$26.6K +1,059 +3%
NFG
1608
Nadler Financial Group
Illinois
$861K +$12K +478 +1%
ADL
1609
Asset Dedication LLC
California
$861K +$117K +4,656 +15%
MAM
1610
Mastrapasqua Asset Management
Tennessee
$858K -$101K -4,005 -10%
CNC
1611
Citizens & Northern Corp
Pennsylvania
$856K +$29.6K +1,178 +3%
PG
1612
Patten Group
Tennessee
$852K -$153K -6,084 -15%
OAM
1613
Occidental Asset Management
California
$852K +$275K +10,968 +45%
LWS
1614
Lucia Wealth Services
California
$850K +$283K +11,281 +47%
VA
1615
Valmark Advisers
Ohio
$848K -$16.3K -649 -2%
CCWA
1616
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$846K +$123K +4,904 +16%
CCMG
1617
Clark Capital Management Group
Pennsylvania
$845K +$279K +11,119 +47%
MVA
1618
Mount Vernon Associates
Maryland
$843K +$8.31K +331 +1%
WB
1619
Wilks Brothers
Texas
$835K +$864K +34,424 New
AI
1620
ArchPoint Investors
Florida
$831K +$30.2K +1,205 +4%
VSWA
1621
Vontobel Swiss Wealth Advisors
Switzerland
$831K +$49.6K +1,978 +6%
HL
1622
HeadInvest LLC
Maine
$828K +$43.7K +1,743 +5%
SFSIG
1623
San Francisco Sentry Investment Group
California
$826K -$168K -6,700 -16%
TCMG
1624
TSP Capital Management Group
New Jersey
$823K +$852K +33,943 New
QPWM
1625
Quadrant Private Wealth Management
Pennsylvania
$822K +$280K +11,151 +49%