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Name Holding Trade Value Shares
Change
Change in
Stake
CST
1626
Charles Schwab Trust
Nevada
$860K +$90.8K +2,253 +12%
PGF
1627
Plan Group Financial
Oklahoma
$860K +$343K +8,517 +69%
FFWM
1628
Future Financial Wealth Management
Ohio
$857K +$134K +3,334 +19%
LAM
1629
Lewis Asset Management
California
$855K +$8.75K +217 +1%
TWM
1630
Thrive Wealth Management
Pennsylvania
$854K +$2.5K +62 +0.3%
LMKC
1631
L.M. Kohn & Company
Ohio
$853K +$71.3K +1,770 +9%
PA
1632
PSI Advisors
Florida
$852K -$335K -8,300 -29%
FWP
1633
FAS Wealth Partners
Kansas
$851K -$34.3K -850 -4%
RPGK
1634
Retirement Planning Group (Kansas)
Kansas
$851K -$124K -3,079 -13%
V
1635
VeraBank
Texas
$849K -$20.2K -500 -2%
MWM
1636
Modera Wealth Management
New Jersey
$849K +$19.3K +478 +2%
TL
1637
Tradewinds LLC
North Carolina
$847K +$316K +7,843 +62%
FCMA
1638
Foresight Capital Management Advisors
Michigan
$846K +$104K +2,569 +14%
TYCC
1639
Texas Yale Capital Corp
Florida
$845K +$267K +6,635 +48%
TFS
1640
Thoroughbred Financial Services
Tennessee
$844K +$518K +12,852 +169%
EFMC
1641
Empire Financial Management Company
New York
$844K -$85.1K -2,112 -9%
WAG
1642
Wallace Advisory Group
California
$838K +$91.2K +2,264 +13%
HWP
1643
Highline Wealth Partners
California
$835K +$3.71K +92 +0.5%
LA
1644
Lifeworks Advisors
Michigan
$835K -$57.2K -1,419 -7%
HNB
1645
Hilltop National Bank
Wyoming
$834K -$26K -644 -3%
SIM
1646
Sentry Investment Management
Wisconsin
$832K -$166K -4,131 -17%
VCS
1647
Vaughan & Co Securities
New Jersey
$831K +$12K +298 +2%
SAM
1648
Secure Asset Management
Michigan
$827K +$19.5K +484 +2%
CASB
1649
Cape Ann Savings Bank
Massachusetts
$826K +$2.3K +57 +0.3%
FCAS
1650
First Command Advisory Services
Texas
$825K -$118K -2,928 -13%