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Name Holding Trade Value Shares
Change
Change in
Stake
MM
2826
Meridian Management
Arkansas
$5.77M +$135K +735 +2%
LWM
2827
Lodestone Wealth Management
Washington
$5.76M -$14.1K -77 -0.2%
SFG
2828
Sather Financial Group
Texas
$5.76M -$2.29M -12,476 -27%
PPW
2829
Pasadena Private Wealth
California
$5.75M +$9.17K +50 +0.1%
MAG
2830
Mayfair Advisory Group
Alabama
$5.75M +$51.3K +280 +0.9%
IAG
2831
Investment Advisory Group
Massachusetts
$5.74M -$101K -549 -2%
CGH
2832
CMG Global Holdings
Texas
$5.74M +$361K +1,971 +6%
SW
2833
StrongBox Wealth
Missouri
$5.73M +$196K +1,067 +3%
PAA
2834
Peregrine Asset Advisers
Oregon
$5.73M +$3.69M +20,122 +151%
SV
2835
Sturgeon Ventures
United Kingdom
$5.72M -$299K -1,632 -5%
EA
2836
Eclectic Associates
California
$5.72M -$108K -590 -2%
SRWM
2837
Shira Ridge Wealth Management
California
$5.71M +$257K +1,400 +4%
FPGT
2838
Financial Partners Group (Tennessee)
Tennessee
$5.71M +$188K +1,026 +3%
PSP
2839
Pacific Sage Partners
Washington
$5.71M -$63.1K -344 -1%
NRW
2840
Nova R Wealth
Kansas
$5.71M -$33.4K -182 -0.5%
FSCM
2841
Front Street Capital Management
Montana
$5.7M +$52.4K +286 +0.9%
SFP
2842
Sweet Financial Partners
Minnesota
$5.69M +$38.7K +211 +0.6%
EB
2843
Exchange Bank
California
$5.69M +$248K +1,352 +4%
Members Trust
2844
Members Trust
Florida
$5.69M -$235K -1,279 -4%
TFP
2845
Tilia Fiduciary Partners
North Carolina
$5.67M +$15.4K +84 +0.3%
CCM
2846
Crew Capital Management
Ohio
$5.67M -$689K -3,758 -10%
SAM
2847
Seelaus Asset Management
New Jersey
$5.67M -$1.12M -6,130 -16%
RA
2848
RiverPark Advisors
New York
$5.67M +$12.8K +70 +0.2%
CWA
2849
Choice Wealth Advisors
Maine
$5.67M +$1.03M +5,642 +21%
UC
2850
Unio Capital
New Jersey
$5.66M -$128K -700 -2%