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Name Holding Trade Value Shares
Change
Change in
Stake
Martin Capital Partners
5651
Martin Capital Partners
Oregon
$826K -$97.8K -342 -11%
FSA
5652
Financial Services Advisory
Maryland
$825K +$116K +405 +17%
KWM
5653
KRM Wealth Management
Nevada
$824K -$13.4K -47 -2%
Magnolia Wealth Management
5654
Magnolia Wealth Management
Alabama
$824K – – –
Summit Financial Consulting
5655
Summit Financial Consulting
Michigan
$823K -$103K -360 -11%
Boyer Financial Services
5656
Boyer Financial Services
California
$820K +$251K +878 +49%
Townsend Financial Planning
5657
Townsend Financial Planning
Kentucky
$820K +$286 +1 +0%
Cinctive Capital Management
5658
Cinctive Capital Management
New York
$819K +$810K +2,832 New
Three Cord True Wealth Management
5659
Three Cord True Wealth Management
Pennsylvania
$817K +$11.4K +40 +1%
Rolek Wealth Management
5660
Rolek Wealth Management
Pennsylvania
$812K +$286 +1 +0%
Cornerstone Financial Group
5661
Cornerstone Financial Group
Nebraska
$810K +$572 +2 +0.1%
American Capital Management
5662
American Capital Management
New York
$810K – – –
Hamilton Capital Partners
5663
Hamilton Capital Partners
Georgia
$808K -$546K -1,909 -41%
Sarver Vrooman Wealth Advisors
5664
Sarver Vrooman Wealth Advisors
Missouri
$807K – – –
Mallini Complete Financial Planning
5665
Mallini Complete Financial Planning
Florida
$806K – – –
Fee-Only Financial Planning
5666
Fee-Only Financial Planning
South Carolina
$804K -$37.2K -130 -4%
N10 Wealth
5667
N10 Wealth
Connecticut
$803K +$793K +2,774 New
Bridgelight Financial Advisors
5668
Bridgelight Financial Advisors
Connecticut
$797K -$32.6K -114 -4%
Key Capital Management
5669
Key Capital Management
Tennessee
$795K -$1.52M -5,327 -66%
Bluestem Financial Advisors
5670
Bluestem Financial Advisors
Illinois
$794K -$5.44K -19 -0.7%
Peloton Wealth Strategists
5671
Peloton Wealth Strategists
Indiana
$792K – – –
TFG
5672
Team Financial Group
California
$788K +$572 +2 +0.1%
StoneCrest Wealth Management
5673
StoneCrest Wealth Management
Arizona
$788K -$10.3K -36 -1%
Merkkuri Wealth Advisors
5674
Merkkuri Wealth Advisors
New York
$786K -$11.7K -41 -1%
Henderson Brothers Financial Partners
5675
Henderson Brothers Financial Partners
Pennsylvania
$785K -$950K -3,323 -55%