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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2526
Avaii Wealth Management
Wisconsin
$631K +$406 +1 +0.1%
HBT
2527
Hills Bank & Trust
Iowa
$631K +$536K +1,322 New
EMAM
2528
Encompass More Asset Management
California
$630K -$2.16M -5,333 -80%
NRS
2529
Neville Rodie & Shaw
New York
$630K – – –
BHPW
2530
Box Hill Private Wealth
Arizona
$630K +$110K +271 +26%
KCIA
2531
Kingsbury Capital Investment Advisors
Illinois
$628K +$19.9K +49 +4%
KWM
2532
KMT Wealth Management
California
$628K +$534K +1,315 New
BWM
2533
Braeburn Wealth Management
Michigan
$628K -$2.01M -4,944 -79%
EB
2534
Exchange Bank
California
$628K +$24.3K +60 +5%
BA
2535
Bard Associates
Illinois
$627K +$2.84K +7 +0.5%
HBCM
2536
Heron Bay Capital Management
Michigan
$625K – – –
E
2537
Evansbrook
Illinois
$625K +$21.1K +52 +4%
WFAG
2538
Worth Financial Advisory Group
North Carolina
$625K +$531K +1,308 New
WMN
2539
Wealth Management Nebraska
Nebraska
$624K – – –
FA
2540
Fortis Advisors
Pennsylvania
$622K +$21.5K +53 +4%
MCM
2541
Monument Capital Management
Virginia
$622K +$528K +1,302 New
BFWM
2542
Bright Futures Wealth Management
New York
$618K +$185K +456 +54%
SA
2543
Sonoma Allocations
California
$616K -$121K -298 -18%
KFAS
2544
Keating Financial Advisory Services
Kansas
$616K +$5.28K +13 +1%
SC
2545
SMA Capital
New York
$616K +$523K +1,289 New
HAIM
2546
Hunter Associates Investment Management
Pennsylvania
$615K +$406 +1 +0.1%
WF
2547
WoodTrust Financial
Wisconsin
$614K +$522K +1,286 New
OWA
2548
Outlook Wealth Advisors
Texas
$613K -$2.44K -6 -0.5%
RA
2549
Rubicon Advisors
California
$613K +$110K +270 +27%
OC
2550
Oakworth Capital
Alabama
$613K -$306K -754 -36%