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Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
1551
CWA Asset Management Group
Florida
$900K +$149K +802 +25%
PFA
1552
Petra Financial Advisors
Colorado
$895K +$732K +3,953 New
WIM
1553
WealthPlan Investment Management
Nebraska
$894K +$389K +2,099 +114%
OFO
1554
OneAscent Family Office
Alabama
$893K +$285K +1,536 +64%
SRC
1555
Sage Rhino Capital
California
$891K +$24.3K +131 +3%
GWCM
1556
Godshalk Welsh Capital Management
Pennsylvania
$890K -$9.26K -50 -1%
MA
1557
Modus Advisors
Minnesota
$890K +$13.7K +74 +2%
CWA
1558
Canvas Wealth Advisors
Kansas
$889K +$40.6K +219 +6%
SCA
1559
Stonebridge Capital Advisors
Minnesota
$889K +$84.5K +456 +13%
BSC
1560
Brown Shipley & Co
United Kingdom
$888K -$741 -4 -0.1%
Empower Advisory Group
1561
Empower Advisory Group
Colorado
$887K -$96K -518 -12%
RMCM
1562
Reynders McVeigh Capital Management
Massachusetts
$886K +$1.85K +10 +0.3%
GA
1563
Guerra Advisors
Florida
$884K +$143K +772 +25%
APW
1564
Austin Private Wealth
Texas
$884K -$387K -2,087 -35%
GTAM
1565
Global Trust Asset Management
Florida
$884K +$440K +2,374 +155%
RH
1566
RFG Holdings
Texas
$883K +$287K +1,551 +66%
RLIM
1567
Red Lighthouse Investment Management
New York
$881K
MPPLM
1568
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$880K +$6.3K +34 +0.9%
RBC
1569
Romano Brothers & Co
Illinois
$880K +$1.48K +8 +0.2%
GSWM
1570
Golden State Wealth Management
California
$873K +$292K +1,578 +69%
WC
1571
Waterloo Capital
Texas
$873K +$714K +3,853 New
CPBTD
1572
Central Pacific Bank - Trust Division
Hawaii
$872K -$582K -3,140 -45%
ECM
1573
Elgethun Capital Management
South Dakota
$866K -$3.71K -20 -0.5%
SC
1574
Seldon Capital
California
$866K
KWMG
1575
King Wealth Management Group
Florida
$862K +$17K +92 +2%