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Name Holding Trade Value Shares
Change
Change in
Stake
RMCM
2401
Reynders McVeigh Capital Management
Massachusetts
$237K -$2.33K -82 -1%
BI
2402
Ballast Inc
Kentucky
$237K
ACA
2403
Affinity Capital Advisors
California
$236K
EW
2404
Element Wealth
Mississippi
$236K +$13.9K +490 +6%
RFN
2405
Redwood Financial Network
Ohio
$235K -$6.67K -235 -3%
WLPWM
2406
Walled Lake Planning & Wealth Management
Illinois
$235K +$511 +18 +0.2%
PF
2407
Prosperitas Financial
California
$234K +$6.42K +226 +3%
IWM
2408
Iams Wealth Management
Nebraska
$234K +$235K +8,284 New
AF
2409
Arrow Financial
New York
$233K -$47.3K -1,665 -17%
SA
2410
Stewardship Advisors
Pennsylvania
$233K +$398 +14 +0.2%
TWA
2411
Trace Wealth Advisors
California
$233K +$256 +9 +0.1%
TCWM
2412
Total Clarity Wealth Management
Illinois
$233K -$170 -6 -0.1%
MSF
2413
Mustard Seed Financial
Arkansas
$233K -$8.06K -284 -3%
MFS
2414
McNamara Financial Services
Massachusetts
$233K
SCA
2415
Stillwater Capital Advisors
Pennsylvania
$232K +$1.62K +57 +0.7%
JCM
2416
Janney Capital Management
Pennsylvania
$232K +$4.4K +155 +2%
PSIWM
2417
Paradigm Strategies in Wealth Management
Minnesota
$232K +$1.7K +60 +0.7%
MWM
2418
Maltin Wealth Management
New Jersey
$231K +$1.36K +48 +0.6%
IA
2419
Insight Advisors
Pennsylvania
$231K -$14.7K -517 -6%
SWIG
2420
Strategic Wealth Investment Group
Kentucky
$231K +$232K +8,154 +27,180%
CAM
2421
Concorde Asset Management
Michigan
$231K +$243K +8,551 New
FWP
2422
Falcon Wealth Planning
California
$231K +$9.74K +343 +4%
BI
2423
BFI Infinity
Switzerland
$231K
CNBOF
2424
City National Bank of Florida
Florida
$231K +$11.2K +393 +5%
RPSA
2425
Richard P. Slaughter Associates
Texas
$230K -$361K -12,704 -61%