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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
4726
Rezny Wealth Management
Florida
$545K +$523K +2,832 New
CJ
4727
Caitlin John
Michigan
$545K +$523K +2,831 New
Mawer Investment Management
4728
Mawer Investment Management
Alberta, Canada
$543K
GCWM
4729
Graham Capital Wealth Management
District of Columbia
$543K -$707K -3,828 -58%
RHJA
4730
Rice Hall James & Associates
California
$539K
VCM
4731
Verde Capital Management
Michigan
$538K -$3.69K -20 -0.7%
AFWM
4732
Abich Financial Wealth Management
Virginia
$536K +$514K +2,783 New
PCM
4733
Passive Capital Management
Maryland
$536K
SWA
4734
Sightline Wealth Advisors
Connecticut
$535K
HNWA
4735
Henrickson Nauta Wealth Advisors
Michigan
$535K +$104K +562 +25%
AFC
4736
Adaptive Financial Consulting
Ohio
$533K +$185 +1 +0%
FPCG
4737
Forum Private Client Group
Indiana
$530K +$509K +2,755 New
MA
4738
MAS Advisors
Florida
$529K -$45.8K -248 -8%
WFS
4739
Walker Financial Services
Kentucky
$529K -$2.22K -12 -0.4%
VFO
4740
Virtus Family Office
Texas
$529K -$923 -5 -0.2%
MFG
4741
Mendota Financial Group
Wisconsin
$528K +$273K +1,479 +117%
OKSA
4742
O'Keefe Stevens Advisory
New York
$527K +$141K +764 +39%
DI
4743
DAGCO Inc
Ohio
$523K -$1.62M -8,753 -76%
DWS
4744
Dynamic Wealth Strategies
California
$523K +$501K +2,716 New
PFG
4745
Peterson Financial Group
Iowa
$521K +$134K +726 +37%
CPG
4746
Custom Portfolio Group
Colorado
$521K +$507K +2,746 New
HFS
4747
Hoge Financial Services
Pennsylvania
$517K +$496K +2,684 New
AWMNH
4748
Arcadia Wealth Management (New Hampshire)
New Hampshire
$515K +$16.4K +89 +3%
CJFS
4749
Coulter & Justus Financial Services
Tennessee
$514K +$1.66K +9 +0.3%
PWS
4750
Peloton Wealth Strategists
Indiana
$510K -$23.1K -125 -5%