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Name Holding Trade Value Shares
Change
Change in
Stake
RFG
3051
RFP Financial Group
Georgia
$835K +$59.9K +173 +7%
PPW
3052
Parcion Private Wealth
Washington
$834K +$97.9K +283 +13%
MPIA
3053
Mountain Pacific Investment Advisers
Idaho
$833K
OIS
3054
OneAscent Investment Solutions
Alabama
$833K +$55.7K +161 +7%
TCM
3055
Tandem Capital Management
New Jersey
$832K
LWL
3056
Leo Wealth LLC
Texas
$830K -$1.89M -5,471 -69%
CPL
3057
CAP Partners LLC
Tennessee
$829K -$6.58K -19 -0.8%
GS
3058
GWN Securities
Florida
$829K -$788K -2,276 -48%
AWAG
3059
ARS Wealth Advisors Group
Florida
$827K +$90K +260 +12%
PVM
3060
Palogic Value Management
Texas
$825K
SWM
3061
Scissortail Wealth Management
Oklahoma
$825K -$1.04K -3 -0.1%
GEM
3062
Global Endowment Management
North Carolina
$819K +$81K +234 +11%
Wolverine Trading
3063
Wolverine Trading
Illinois
$819K -$1.32M -3,809 -61%
SC
3064
Sierra Capital
Florida
$819K
FCM
3065
Fourpath Capital Management
Oklahoma
$819K -$164K -475 -17%
CWM
3066
Cahaba Wealth Management
Georgia
$818K -$51.6K -149 -6%
GCM
3067
Gator Capital Management
Florida
$816K
SIA
3068
SeaBridge Investment Advisors
New Jersey
$814K
FA
3069
FDx Advisors
Illinois
$813K -$169K -488 -17%
LOIM
3070
Liberty One Investment Management
Illinois
$809K +$151K +437 +23%
GBWM
3071
Granite Bay Wealth Management
New Hampshire
$807K -$144K -417 -15%
SGFG
3072
Silver Grove Financial Group
New York
$807K +$818K +2,363 New
AWA
3073
A4 Wealth Advisors
North Carolina
$806K +$817K +2,361 New
BIA
3074
Biondo Investment Advisors
Pennsylvania
$805K -$6.58K -19 -0.8%
SFB
3075
STAR Financial Bank
Indiana
$804K +$462K +1,334 +131%