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Name Holding Trade Value Shares
Change
Change in
Stake
ARS
4076
Adirondack Retirement Specialists
New York
$783K
JWM
4077
JFG Wealth Management
Colorado
$778K -$953K -6,029 -58%
LODC
4078
Lanham O'Dell & Company
West Virginia
$771K +$686K +4,341 New
CG
4079
Castellan Group
Kentucky
$768K -$4.58M -28,976 -87%
FW
4080
FirstPurpose Wealth
Utah
$768K +$684K +4,326 New
MWM
4081
McNaughton Wealth Management
California
$767K +$20.1K +127 +3%
AF
4082
AtlasMark Financial
Texas
$766K
MCA
4083
Maryland Capital Advisors
Maryland
$766K +$682K +4,316 New
VST
4084
Van Strum & Towne
California
$764K -$7.9K -50 -1%
GWAM
4085
Guardian Wealth Advisors (Minnesota)
Minnesota
$764K +$158 +1 +0%
HA
4086
HFG Advisors
Ohio
$763K +$679K +4,296 New
CRCM
4087
Corbett Road Capital Management
Virginia
$761K -$68.9K -436 -9%
DSN
4088
D. Scott Neal
Kentucky
$761K +$293K +1,857 +76%
TC
4089
Tacita Capital
Ontario, Canada
$760K
SCM
4090
Shapiro Capital Management
Georgia
$755K -$39.5K -250 -6%
MIM
4091
Meixler Investment Management
Arizona
$750K +$667K +4,222 New
SA
4092
SWM Advisors
Florida
$750K +$673K +4,256 New
HHRDM
4093
H&H Retirement Design & Management
Nevada
$745K -$94.2K -596 -12%
CC
4094
Codex Capital
New York
$743K -$790K -5,000 -54%
RL
4095
Ruffer LLP
United Kingdom
$742K -$113K -714 -15%
FCM
4096
Fairbanks Capital Management
California
$742K +$660K +4,176 New
SOAG
4097
Silver Oak Advisory Group
Oregon
$742K +$660K +4,177 New
MUMSS
4098
Mitsubishi UFJ Morgan Stanley Securities
Japan
$739K -$106M -670,730 -99%
SFMG
4099
Sage Financial Management Group
Virginia
$739K +$658K +4,163 New
BFP
4100
Briaud Financial Planning
Texas
$737K