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Name Holding Trade Value Shares
Change
Change in
Stake
NCMW
4226
Northern Capital Management (Washington)
Washington
$3.75M +$39.5K +147 +1%
EFG
4227
Elevated Financial Group
Indiana
$3.75M +$3.7M +13,796 New
APW
4228
Alliance Private Wealth
Massachusetts
$3.75M +$3.73M +13,909 New
GFG
4229
GR Financial Group
Arizona
$3.74M -$1.59M -5,922 -30%
EHWM
4230
Eads & Heald Wealth Management
Georgia
$3.74M -$108K -404 -3%
CAG
4231
Curtis Advisory Group
California
$3.74M -$30.3K -113 -0.8%
CAG
4232
Compass Advisory Group
New York
$3.74M +$70.1K +261 +2%
SWM
4233
Shrier Wealth Management
California
$3.73M +$3.69M +13,738 New
PCMC
4234
Paragon Capital Management (Colorado)
Colorado
$3.73M -$188K -701 -5%
IWP
4235
Invenio Wealth Partners
Florida
$3.73M -$479K -1,785 -12%
ACM
4236
Alessandra Capital Management
California
$3.73M +$3.68M +13,717 New
EW
4237
Entruity Wealth
California
$3.73M -$25.5K -95 -0.7%
OFS
4238
Oldfather Financial Services
Nebraska
$3.72M +$330K +1,231 +10%
EW
4239
Enzi Wealth
Texas
$3.72M -$9.4K -35 -0.2%
OGF
4240
Orin Green Financial
California
$3.71M +$32.2K +120 +0.9%
SW
4241
SMART Wealth
Nebraska
$3.71M +$195K +725 +6%
AIA
4242
Accelerate Investment Advisors
California
$3.71M -$348K -1,296 -9%
CWM
4243
Chicago Wealth Management
Illinois
$3.71M +$2.69K +10 +0.1%
LAM
4244
Lifestyle Asset Management
Texas
$3.71M -$4.83K -18 -0.1%
SA
4245
Sonoma Allocations
California
$3.71M +$1.11M +4,137 +42%
SA
4246
Skyline Advisors
Washington
$3.7M -$599K -2,233 -14%
AWM
4247
Avondale Wealth Management
Texas
$3.7M -$62.8K -234 -2%
SRS
4248
Strong Retirement Solutions
Washington
$3.7M +$3.65M +13,601 New
WCM
4249
Washburn Capital Management
Florida
$3.7M -$537 -2 -0%
DF
4250
Donoghue Forlines
Massachusetts
$3.69M +$1.08M +4,009 +42%