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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1801
Monetary Management Group
Missouri
$378K +$248K +1,275 +128%
FSA
1802
Fort Sheridan Advisors
Illinois
$377K -$15.5K -80 -3%
MIM
1803
Martin Investment Management
Florida
$377K -$52.1K -268 -11%
WH
1804
Willner & Heller
California
$376K +$80.1K +412 +22%
FSA
1805
Financial Security Advisor
Virginia
$374K +$93.9K +483 +27%
HL
1806
HeadInvest LLC
Maine
$374K -$6.8K -35 -2%
SMA
1807
Seven Mile Advisory
New Jersey
$374K +$777 +4 +0.2%
WSCM
1808
Wellington Shields Capital Management
New York
$374K -$146K -750 -25%
OL
1809
Optas LLC
Texas
$373K -$58.3K -300 -12%
MWP
1810
Meriwether Wealth & Planning
Louisiana
$371K -$5.25K -27 -1%
IWP
1811
Invenio Wealth Partners
Florida
$371K +$17.1K +88 +4%
BWM
1812
BankPlus Wealth Management
Mississippi
$370K -$19.4K -100 -4%
EAM
1813
Evanson Asset Management
California
$368K +$431K +2,217 New
TAM
1814
Titleist Asset Management
Texas
$366K -$113K -583 -21%
CWM
1815
Centurion Wealth Management
Virginia
$366K
PWA
1816
Provenance Wealth Advisors
Florida
$366K -$170K -876 -28%
RFA
1817
Rollins Financial Advisors
New York
$366K +$65.1K +335 +18%
W
1818
WorthPointe
California
$366K -$67.4K -347 -14%
MWA
1819
MFA Wealth Advisors
Pennsylvania
$365K -$17.5K -90 -4%
AA
1820
Auxano Advisors
Washington
$362K +$11.5K +59 +3%
MCA
1821
Millennium Capital Advisors
Arkansas
$362K -$97.2K -500 -19%
VBCG
1822
Valley Brook Capital Group
Pennsylvania
$360K +$91.1K +469 +28%
SBIA
1823
Sheaff Brock Investment Advisors
Indiana
$358K +$583 +3 +0.1%
CIC
1824
Chilton Investment Company
Connecticut
$358K +$135K +696 +48%
BPW
1825
Bingham Private Wealth
California
$357K +$30.1K +155 +8%