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Name Holding Trade Value Shares
Change
Change in
Stake
CMMS
5451
Comprehensive Money Management Services
Florida
$1.01M -$35.1K -135 -3%
FFG
5452
Foundry Financial Group
New Hampshire
$1.01M +$131K +504 +15%
WCM
5453
WealthTrak Capital Management
Virginia
$1M -$521 -2 -0.1%
BI
5454
BluePrint Investing
California
$1M
FPW
5455
Flagship Private Wealth
Massachusetts
$1M +$521 +2 +0.1%
LA
5456
LWM Advisors
California
$1M +$260 +1 +0%
KWM
5457
Kiker Wealth Management
Georgia
$1M +$1.03M +3,943 New
DC
5458
Defender Capital
North Carolina
$997K -$266K -1,023 -21%
BP
5459
BCK Partners
New York
$996K -$521 -2 -0.1%
RWC
5460
Rare Wolf Capital
Washington
$992K
NFS
5461
NewCorp Financial Services
Georgia
$990K -$4.16K -16 -0.4%
PCA
5462
PMV Capital Advisers
Texas
$988K -$15.1K -58 -1%
IP
5463
Integras Partners
Georgia
$988K -$123K -474 -11%
SPWM
5464
Straight Path Wealth Management
Michigan
$985K +$46.3K +178 +5%
SFSG
5465
Sound Financial Strategies Group
Mississippi
$983K +$287K +1,101 +40%
NA
5466
Note Advisors
New York
$983K
OA
5467
Oceanside Advisors
South Carolina
$979K +$148K +567 +17%
RWP
5468
Ridgeline Wealth Planning
Ohio
$979K +$251K +963 +33%
AFG
5469
Artesa Financial Group
Texas
$978K +$260 +1 +0%
NAMA
5470
Nikko Asset Management Americas
New York
$976K -$18.5K -71 -2%
LFASL
5471
Lugano Financial Advisors SA (LFA)
Switzerland
$975K -$182K -700 -15%
Mawer Investment Management
5472
Mawer Investment Management
Alberta, Canada
$973K -$22.9K -88 -2%
CCM
5473
Cambridge Capital Management
Illinois
$971K +$134K +514 +16%
GFG
5474
Genesis Financial Group
New Jersey
$970K +$7.55K +29 +0.8%
FIS
5475
Fischer Investment Strategies
California
$967K -$46.8K -180 -5%