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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2276
Silverlake Wealth Management
Vermont
$586K -$125K -362 -17%
SFG
2277
Strive Financial Group
Indiana
$584K -$53K -154 -8%
GWAG
2278
Garrett Wealth Advisory Group
Texas
$584K +$33K +96 +6%
VIP
2279
Value Investment Professionals
New York
$583K
SAW
2280
Signal Advisors Wealth
Michigan
$582K +$83.3K +242 +16%
PA
2281
ProCore Advisors
California
$581K -$134K -388 -18%
PBO
2282
Peoples Bank (Ohio)
Ohio
$581K -$344 -1 -0.1%
IBOK
2283
Independence Bank of Kentucky
Kentucky
$581K -$116K -336 -16%
EAN
2284
Excelsior Advisor Network
Colorado
$580K +$591K +1,718 New
JCFM
2285
JBR Co Financial Management
Oklahoma
$579K
KMWM
2286
Keudell/Morrison Wealth Management
Oregon
$579K +$154K +447 +35%
GWM
2287
Goldenstone Wealth Management
California
$576K -$6.88K -20 -1%
APWA
2288
Atlas Private Wealth Advisors
New Jersey
$576K +$7.92K +23 +1%
MFG
2289
Menard Financial Group
Texas
$576K
SFGM
2290
Stonebridge Financial Group (Missouri)
Missouri
$575K -$10.7K -31 -2%
WC
2291
Wexford Capital
Florida
$575K -$557K -1,619 -49%
SA
2292
Sonoma Allocations
California
$574K -$32K -93 -5%
ALA
2293
Atlas Legacy Advisors
California
$574K -$133K -387 -19%
CMAI
2294
Capital Management Associates Inc
Minnesota
$570K +$580K +1,686 New
TWP
2295
Tyche Wealth Partners
Texas
$570K +$1.38K +4 +0.2%
PAS
2296
Parsonex Advisory Services
Colorado
$569K -$392K -1,139 -40%
MWM
2297
Mascagni Wealth Management
Mississippi
$568K -$17.9K -52 -3%
RPC
2298
Rossmore Private Capital
Connecticut
$568K -$103K -300 -15%
GFG
2299
Goldstone Financial Group
Illinois
$566K +$17.6K +51 +3%
WC
2300
Westerkirk Capital
$566K