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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
2051
Cypress Wealth Services
California
$676K +$36.7K +125 +6%
TA
2052
Tactive Advisors
Florida
$676K +$318K +1,083 +95%
VFP
2053
Vilga Financial Planning
New Jersey
$675K +$652K +2,221 New
1M
2054
1248 Management
Missouri
$673K
KA
2055
Kercheville Advisors
Texas
$671K +$602K +2,050 New
SCA
2056
Sassicaia Capital Advisers
New York
$670K +$647K +2,206 New
LC
2057
LCNB Corp
Ohio
$669K
SWA
2058
SFMG Wealth Advisors
Texas
$669K -$43.1K -147 -6%
OPWM
2059
Oregon Pacific Wealth Management
Oregon
$668K -$74.2K -253 -10%
PIA
2060
Prakash Investment Advisors
Massachusetts
$667K +$29.3K +100 +5%
EFG
2061
Everhart Financial Group
Ohio
$663K +$354K +1,208 +124%
GWANC
2062
Guardian Wealth Advisors (North Carolina)
North Carolina
$662K +$22.9K +78 +4%
WP
2063
Westmount Partners
California
$661K +$14.7K +50 +2%
PTC
2064
Philadelphia Trust Company
Pennsylvania
$661K +$327K +1,116 +105%
LCM
2065
LCM Capital Management
Illinois
$661K +$1.76K +6 +0.3%
PWA
2066
Provenance Wealth Advisors
Florida
$660K
BCM
2067
Becker Capital Management
Oregon
$658K +$28.2K +96 +5%
CWG
2068
Cornerstone Wealth Group
North Carolina
$656K -$21.7K -74 -3%
FCMC
2069
Founders Capital Management (Connecticut)
Connecticut
$655K +$15.8K +54 +3%
MIM
2070
Martin Investment Management
Florida
$650K -$58.7K -200 -9%
UAG
2071
United Advisor Group
Ohio
$650K +$50.8K +173 +9%
OL
2072
Optas LLC
Texas
$650K -$6.46K -22 -1%
KIM
2073
Kestra Investment Management
Texas
$649K -$9.68K -33 -2%
CD
2074
Chapin Davis
Maryland
$649K -$33.2K -113 -5%
BRG
2075
Bay Rivers Group
Virginia
$649K -$7.33K -25 -1%