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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3251
MWA Asset Management
Massachusetts
$7.98M -$15.7K -55 -0.2%
FGC
3252
Financial Gravity Companies
Texas
$7.97M +$7.88M +27,558 New
CMP
3253
Christine Messmer PC
Pennsylvania
$7.96M +$89K +311 +1%
CIG
3254
Cascade Investment Group
Colorado
$7.95M -$60.9K -213 -0.8%
BMM
3255
Berkshire Money Management
Massachusetts
$7.94M +$69.8K +244 +0.9%
HPM
3256
Hoxton Planning & Management
West Virginia
$7.93M +$29.5K +103 +0.4%
HWMC
3257
Heritage Wealth Management (California)
California
$7.91M +$205K +715 +3%
MA
3258
MW Advisory
Georgia
$7.91M +$7.82M +27,350 New
IF
3259
Integrity Financial
Wyoming
$7.91M -$1.48M -5,174 -16%
IAP
3260
Indie Asset Partners
Indiana
$7.91M -$33.5K -117 -0.4%
GA
3261
Goldstein Advisors
Wisconsin
$7.91M +$1.33M +4,660 +21%
RCA
3262
Rose Capital Advisors
Florida
$7.89M +$7.8M +27,284 New
MWM
3263
MOR Wealth Management
Pennsylvania
$7.89M +$232K +811 +3%
MC
3264
Marest Capital
California
$7.89M +$52.6K +184 +0.7%
PFW
3265
Petros Family Wealth
Minnesota
$7.89M +$174K +608 +2%
TCG
3266
Transcendent Capital Group
Oklahoma
$7.89M +$32.3K +113 +0.4%
LWM
3267
Lakeridge Wealth Management
Ohio
$7.88M +$152K +530 +2%
SPF
3268
South Plains Financial
Texas
$7.87M -$78.1K -273 -1%
MKC
3269
M. Kraus & Co
Vermont
$7.86M – – –
EML
3270
Eos Management LP
New York
$7.85M – – –
CWM
3271
Cahaba Wealth Management
Georgia
$7.85M +$40.6K +142 +0.5%
PFP
3272
Paragon Financial Partners
California
$7.85M +$145K +507 +2%
AI
3273
Axecap Investments
Ohio
$7.84M +$64.1K +224 +0.8%
RI
3274
Ruggiero Investments
Florida
$7.84M -$249K -872 -3%
QWM
3275
Quaker Wealth Management
New Jersey
$7.83M -$116K -404 -1%
129 130
131
132 133