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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
2576
Kaydan Wealth Management
Michigan
$240K +$115 +1 +0%
CICI
2577
Capital Investment Counsel Inc
North Carolina
$239K – – –
MFC
2578
Morris Financial Concepts
South Carolina
$239K – – –
ANB
2579
Amarillo National Bank
Texas
$239K – – –
BIP Wealth
2580
BIP Wealth
Georgia
$238K +$241K +2,098 New
GGI
2581
Godsey & Gibb Inc
Virginia
$238K +$17.2K +150 +8%
SFG
2582
Sather Financial Group
Texas
$237K – – –
NJBEST
2583
New Jersey Better Educational Savings Trust
New Jersey
$237K – – –
LWP
2584
LMG Wealth Partners
Louisiana
$237K – – –
Old Mission Capital
2585
Old Mission Capital
Illinois
$237K +$239K +2,081 New
GSAM
2586
Grant Street Asset Management
Pennsylvania
$237K – – –
I
2587
INVST
Indiana
$236K -$1.26K -11 -0.5%
Fiera Capital (Canada)
2588
Fiera Capital (Canada)
Quebec, Canada
$235K -$623K -5,431 -72%
PSCM
2589
Per Stirling Capital Management
Texas
$235K -$17.2K -150 -7%
CA
2590
CGN Advisors
Kansas
$235K +$3.67K +32 +2%
AEPWM
2591
Atlantic Edge Private Wealth Management
Florida
$234K – – –
WSWA
2592
Warren Street Wealth Advisors
California
$233K +$235K +2,054 New
RA
2593
Riverstone Advisors
Texas
$233K – – –
HWA
2594
Hilltop Wealth Advisors
North Carolina
$232K +$459 +4 +0.2%
LMKC
2595
L.M. Kohn & Company
Ohio
$232K -$11.6K -101 -5%
Cohen & Steers
2596
Cohen & Steers
New York
$232K – – –
SWMG
2597
Signature Wealth Management Group
Georgia
$231K -$6.53K -57 -3%
BIG
2598
Builder Investment Group
Georgia
$231K – – –
BWA
2599
Bordeaux Wealth Advisors
California
$231K -$13.9K -121 -6%
SCM
2600
Sollinda Capital Management
Florida
$231K – – –