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Name Holding Trade Value Shares
Change
Change in
Stake
BB
2801
Berkshire Bank
Massachusetts
$627K -$21.2K -61 -4%
VWM
2802
Vermillion Wealth Management
Minnesota
$626K +$21.2K +61 +5%
MIA
2803
MMBG Investment Advisors
Florida
$625K -$27.4K -79 -5%
AAM
2804
Austin Asset Management
Texas
$625K -$16K -46 -3%
FEM
2805
Fulcrum Equity Management
Texas
$624K -$44K -127 -8%
SIC
2806
SFE Investment Counsel
California
$624K +$129K +372 +36%
SFS
2807
Security Financial Services
Indiana
$623K +$4.16K +12 +0.9%
CI
2808
Cherokee Insurance
Michigan
$623K
BWM
2809
BAM Wealth Management
Colorado
$623K +$486K +1,400 New
TWCA
2810
Two West Capital Advisors
Kansas
$622K -$73.2K -211 -13%
FWTB
2811
First Western Trust Bank
Colorado
$621K +$10.1K +29 +2%
TBWA
2812
Three Bridge Wealth Advisors
California
$621K -$367K -1,057 -43%
LCC
2813
Lincoln Capital Corp
Rhode Island
$620K -$36.4K -105 -7%
SWG
2814
Summit Wealth Group
Vermont
$619K -$2.43K -7 -0.5%
CAG
2815
Centerpoint Advisory Group
Kansas
$619K +$41.6K +120 +9%
HC
2816
Headland Capital
South Carolina
$613K -$5.9K -17 -1%
SA
2817
Scarborough Advisors
Maryland
$613K -$28.4K -82 -6%
BPFA
2818
Barnes Pettey Financial Advisors
Mississippi
$613K +$478K +1,378 New
TW
2819
Trajan Wealth
Arizona
$613K +$478K +1,378 New
SFG
2820
Sunburst Financial Group
Alabama
$613K +$22.9K +66 +5%
WCA
2821
Westover Capital Advisors
Delaware
$612K -$6.94K -20 -1%
SWP
2822
Significant Wealth Partners
Illinois
$611K +$103K +296 +27%
SIG
2823
Spinnaker Investment Group
California
$610K +$232K +670 +95%
JA
2824
JVL Associates
Michigan
$608K +$13.5K +39 +3%
APW
2825
Axim Planning & Wealth
Ohio
$607K -$252K -728 -35%