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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
1701
Brass Tax Wealth Management
Ohio
$429K -$9.84K -437 -2%
QP
1702
Quilter Plc
United Kingdom
$428K +$423K +18,780 New
IAA
1703
Ironsides Asset Advisors
North Carolina
$426K
GHAM
1704
Gilman Hill Asset Management
Connecticut
$425K -$541K -24,032 -56%
GJIA
1705
Glass Jacobson Investment Advisors
Maryland
$425K -$4.12K -183 -1%
VFG
1706
Valley Financial Group
Pennsylvania
$425K +$48.1K +2,139 +13%
KIG
1707
Kennedy Investment Group
New Jersey
$424K -$32.5K -1,443 -7%
APC
1708
Aspire Private Capital
North Carolina
$423K +$1.42K +63 +0.3%
KWM
1709
Kaydan Wealth Management
Michigan
$423K +$12.1K +539 +3%
PFS
1710
Prospect Financial Services
New York
$423K -$76.6K -3,402 -15%
BFA
1711
Bragg Financial Advisors
North Carolina
$422K +$15.5K +687 +4%
UAML
1712
US Asset Management LLC
Pennsylvania
$422K -$15.1K -673 -4%
LF
1713
Lantz Financial
Illinois
$422K -$35.7K -1,588 -8%
SAM
1714
Sompo Asset Management
Japan
$422K
GSB
1715
Greenfield Savings Bank
Massachusetts
$422K +$6.26K +278 +2%
SAW
1716
Signal Advisors Wealth
Michigan
$421K -$13.8K -614 -3%
BFO
1717
Boston Family Office
Massachusetts
$421K -$6.89K -306 -2%
CCG
1718
Chatham Capital Group
Georgia
$421K +$416K +18,474 New
ECM
1719
Exchange Capital Management
Michigan
$420K -$765 -34 -0.2%
ERIC
1720
Eagle Rock Investment Company
Georgia
$420K -$4.5K -200 -1%
FB
1721
Finward Bancorp
Indiana
$420K +$415K +18,449 New
ZF
1722
Zhang Financial
Michigan
$420K +$415K +18,441 New
AWA
1723
AGH Wealth Advisors
Kansas
$420K +$415K +18,436 New
RWP
1724
Ridgecrest Wealth Partners
California
$419K +$72.4K +3,216 +21%
OLA
1725
Oliver Luxxe Assets
New Jersey
$418K