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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
2151
Tyche Wealth Partners
Texas
$203K +$238K +1,223 New
RWMG
2152
Redwood Wealth Management Group
New Jersey
$202K +$8.74K +45 +4%
RAM
2153
Roanoke Asset Management
New Jersey
$202K – – –
BWA
2154
Blodgett Wealth Advisors
California
$202K – – –
SF
2155
Safeguard Financial
Wisconsin
$201K -$45.7K -235 -16%
FWTB
2156
First Western Trust Bank
Colorado
$201K +$15.2K +78 +7%
SR
2157
Syntax Research
Florida
$200K +$389 +2 +0.2%
PPW
2158
Parcion Private Wealth
Washington
$200K -$9.72K -50 -4%
PFM
2159
Premier Fund Managers
United Kingdom
$194K -$7.39M -38,026 -97%
PB
2160
Pinnacle Bancorp
Nebraska
$190K -$84.9K -437 -28%
DCM
2161
Dudley Capital Management
Virginia
$189K +$35K +180 +19%
TLCM
2162
Twin Lakes Capital Management
California
$187K – – –
NFSG
2163
Newbridge Financial Services Group
Florida
$185K -$3.89K -20 -2%
RDFA
2164
Ritter Daniher Financial Advisory
Ohio
$183K – – –
PK
2165
Pflug Koory
Nebraska
$181K +$43.1K +222 +26%
RFM
2166
Royal Fund Management
Florida
$177K +$207K +1,065 New
VCM
2167
Versant Capital Management
Arizona
$175K – – –
WF
2168
Wayfinding Financial
Washington
$172K -$12.4K -64 -6%
IBOK
2169
Independence Bank of Kentucky
Kentucky
$171K -$6.8K -35 -3%
LOIM
2170
Liberty One Investment Management
Illinois
$171K +$20.4K +105 +11%
API
2171
Asset Planning Inc
California
$171K – – –
RCA
2172
Runnymede Capital Advisors
Ohio
$166K – – –
TIM
2173
Thompson Investment Management
Wisconsin
$166K – – –
NMG
2174
New Millennium Group
Utah
$165K -$1.09M -5,587 -85%
PW
2175
Pandora Wealth
Illinois
$165K +$193K +994 New