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Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
2201
Werba Rubin Papier Wealth Management
California
$539K +$79.2K +270 +18%
BHWM
2202
Beaird Harris Wealth Management
Texas
$539K +$1.47K +5 +0.3%
PAG
2203
Paladin Advisory Group
Iowa
$535K – – –
MSFS
2204
Main Street Financial Solutions
Pennsylvania
$534K +$6.46K +22 +1%
LOAMU
2205
Lombard Odier Asset Management (USA)
New York
$531K -$3.07M -10,474 -86%
Palisade Capital Management
2206
Palisade Capital Management
New Jersey
$529K +$74.8K +255 +17%
SFGM
2207
Stonebridge Financial Group (Missouri)
Missouri
$527K +$509K +1,734 New
MWM
2208
Mascagni Wealth Management
Mississippi
$527K -$14.7K -50 -3%
LAM
2209
Lifestyle Asset Management
Texas
$526K +$10.9K +37 +2%
IA
2210
Insight Advisors
Pennsylvania
$526K -$4.7K -16 -0.9%
GWM
2211
Goldenstone Wealth Management
California
$524K +$506K +1,726 New
VIP
2212
Value Investment Professionals
New York
$524K +$506K +1,725 New
PBO
2213
Peoples Bank (Ohio)
Ohio
$523K -$430K -1,467 -46%
OFS
2214
OneAscent Financial Services
Alabama
$519K -$626K -2,132 -56%
VW
2215
Vantus Wealth
Pennsylvania
$518K +$500K +1,705 New
MFG
2216
Menard Financial Group
Texas
$518K – – –
SWM
2217
SHP Wealth Management
Massachusetts
$517K +$499K +1,702 New
IAS
2218
Integrity Advisory Solutions
Texas
$516K -$26.7K -91 -5%
CIM
2219
Catalyst Investment Management
New Hampshire
$515K +$497K +1,695 New
Advisory Alpha
2220
Advisory Alpha
Michigan
$515K -$46.1K -157 -8%
NFP
2221
Narus Financial Partners
Utah
$514K – – –
TNA
2222
True North Advisors
Texas
$513K -$11.7K -40 -2%
TWP
2223
Tyche Wealth Partners
Texas
$511K +$71.9K +245 +17%
AG
2224
AmeriFlex Group
Nevada
$511K -$380K -1,294 -44%
APWA
2225
Atlas Private Wealth Advisors
New Jersey
$511K +$880 +3 +0.2%