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Name Holding Trade Value Shares
Change
Change in
Stake
TBT
2326
Texas Bank & Trust
Texas
$861K -$448K -1,104 -38%
BC
2327
BDFS Capital
Delaware
$860K -$98.2K -242 -12%
AIP
2328
Almanack Investment Partners
Pennsylvania
$860K +$730K +1,800 New
OPWM
2329
Oregon Pacific Wealth Management
Oregon
$859K -$144K -355 -16%
DOA
2330
D'Orazio & Associates
Virginia
$859K -$4.46K -11 -0.6%
MTC
2331
Matrix Trust Company
Colorado
$858K -$29.6K -73 -4%
BMCM
2332
Burns Matteson Capital Management
New York
$858K -$17K -42 -2%
RCM
2333
RB Capital Management
Nevada
$857K +$728K +1,794 New
FFM
2334
Forum Financial Management
Illinois
$857K +$231K +570 +47%
AWA
2335
AGH Wealth Advisors
Kansas
$854K +$66.5K +164 +10%
YWM
2336
Yukon Wealth Management
Kansas
$853K +$725K +1,786 New
B
2337
Bensler
Washington
$850K +$144K +356 +25%
SNB
2338
Security National Bank
Nebraska
$850K +$253K +623 +54%
WCG
2339
Weaver Consulting Group
California
$844K +$378K +931 +111%
CWS
2340
Cypress Wealth Services
California
$841K -$146K -359 -17%
PAG
2341
Paladin Advisory Group
Iowa
$841K – – –
CAAS
2342
Capital Asset Advisory Services
Michigan
$838K +$24.3K +60 +4%
KMWM
2343
Keudell/Morrison Wealth Management
Oregon
$835K +$15K +37 +2%
AT
2344
Avalon Trust
New Mexico
$833K -$60.9K -150 -8%
CMAI
2345
Capital Management Associates Inc
Minnesota
$832K +$23.1K +57 +3%
ZIC
2346
ZWJ Investment Counsel
Georgia
$831K +$706K +1,741 New
EAP
2347
Elevation Advisory Partners
Florida
$830K -$90.5K -223 -10%
ARA
2348
Approach Retirement Advisors
Alabama
$829K -$26.4K -65 -4%
SWP
2349
Summit Wealth Partners
Florida
$828K +$25.2K +62 +4%
SWIG
2350
Strategic Wealth Investment Group
Kentucky
$828K -$163K -402 -19%