Name Holding Trade Value Shares
Change
Change in
Stake
FPB
1901
First PREMIER Bank
South Dakota
$649K -$10.4K -250 -2%
SAM
1902
Summit Asset Management
Tennessee
$649K -$4.16K -100 -0.7%
CI
1903
Cherokee Insurance
Michigan
$649K +$125K +3,000 +27%
EHWM
1904
Eads & Heald Wealth Management
Georgia
$648K +$2.08K +50 +0.4%
FFWA
1905
FRG Family Wealth Advisors
Washington
$647K -$125K -2,996 -17%
OHWA
1906
Oak Hill Wealth Advisors
Virginia
$647K -$83 -2 -0%
PWA
1907
Provenance Wealth Advisors
Florida
$646K +$210K +5,037 +55%
TF
1908
Tudor Financial
Ohio
$646K +$1.08K +26 +0.2%
CFO
1909
Callan Family Office
Pennsylvania
$646K -$256K -6,145 -30%
A
1910
Allianz
Germany
$645K – – –
FB
1911
Finward Bancorp
Indiana
$645K -$53.7K -1,289 -8%
AWM
1912
Aprio Wealth Management
Georgia
$644K +$60.1K +1,444 +11%
LAS
1913
Lloyd Advisory Services
Georgia
$644K -$34.1K -818 -5%
AB
1914
ANB Bank
Colorado
$643K -$8.87K -213 -1%
HFRG
1915
Houlihan Financial Resource Group
Virginia
$642K -$18.9K -455 -3%
CS
1916
Capital Square
Tennessee
$642K -$7.16K -172 -1%
MAG
1917
MRA Advisory Group
New Jersey
$641K +$43.6K +1,047 +8%
ADMI
1918
Albert D. Mason Inc
Massachusetts
$641K -$2.08K -50 -0.4%
LA
1919
LexAurum Advisors
Kansas
$641K +$4.25K +102 +0.7%
LF
1920
Lantz Financial
Illinois
$639K -$43.5K -1,044 -7%
CCA
1921
Corps Capital Advisors
Texas
$639K -$8.33K -200 -1%
CV
1922
Counterweight Ventures
North Carolina
$638K – – –
SCM
1923
Stevens Capital Management
Pennsylvania
$638K -$617K -14,819 -51%
CWG
1924
Cornerstone Wealth Group
North Carolina
$638K +$38K +913 +7%
BAAM
1925
Baker Avenue Asset Management
California
$638K +$95.1K +2,285 +19%