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Name Holding Trade Value Shares
Change
Change in
Stake
DC
5326
Dahring Cusmano
Michigan
$543K -$7.23K -32 -1%
PAG
5327
Poinciana Advisors Group
Florida
$542K -$590K -2,613 -55%
FVCM
5328
F&V Capital Management
Florida
$539K -$22.6K -100 -5%
EWA
5329
Elevate Wealth Advisory
Georgia
$531K -$1.73M -7,666 -79%
TF
5330
Theory Financial
Colorado
$531K
NI
5331
NFC Investments
Tennessee
$530K -$4.74K -21 -1%
NFP
5332
NorthLanding Financial Partners
New York
$529K -$10.8K -48 -2%
CRFG
5333
Columbia River Financial Group
Washington
$526K -$6.55K -29 -1%
MAP
5334
Moody Aldrich Partners
Massachusetts
$519K +$45.9K +203 +11%
APW
5335
Atlantic Private Wealth
North Carolina
$519K -$22.6K -100 -5%
DAS
5336
DMKC Advisory Services
Iowa
$517K -$116K -512 -20%
AIS
5337
American Investment Services
Massachusetts
$516K -$226 -1 -0%
GAA
5338
Green Alpha Advisors
Colorado
$515K -$27.1K -120 -6%
SFM
5339
Stack Financial Management
Montana
$513K -$18.1K -80 -4%
MWA
5340
Martel Wealth Advisors
Washington
$511K -$166K -734 -27%
LBWM
5341
Left Brain Wealth Management
Illinois
$511K
SFO
5342
Standard Family Office
South Dakota
$508K
RW
5343
Ridgeline Wealth
Arizona
$506K -$62.4K -276 -12%
PCP
5344
Perbak Capital Partners
United Kingdom
$506K +$449K +1,989 New
LW
5345
Lauer Wealth
Indiana
$506K -$5.65K -25 -1%
MFG
5346
Marmo Financial Group
Tennessee
$505K +$1.13K +5 +0.3%
SWP
5347
SIMA Wealth Partners
Virginia
$502K +$234K +1,035 +110%
SMAM
5348
Sugar Maple Asset Management
Wisconsin
$502K +$2.94K +13 +0.7%
AP
5349
Aspect Partners
Virginia
$501K -$12.4K -55 -3%
SFSG
5350
Sound Financial Strategies Group
Mississippi
$501K +$445K +1,969 New