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Name Holding Trade Value Shares
Change
Change in
Stake
GWAG
1801
Garrett Wealth Advisory Group
Texas
$560K -$2.31K -6 -0.4%
CPA
1802
Capital Performance Advisors
California
$559K +$140K +364 +34%
CH
1803
Canton Hathaway
Rhode Island
$558K
CAGAS
1804
Capital Advisory Group Advisory Services
Minnesota
$558K +$11.9K +31 +2%
PA
1805
Prossimo Advisors
California
$556K -$479K -1,244 -46%
GSB
1806
Greenfield Savings Bank
Massachusetts
$554K +$38.1K +99 +7%
KIG
1807
Kennedy Investment Group
New Jersey
$552K -$343K -890 -38%
NPT
1808
National Philanthropic Trust
Pennsylvania
$551K
WC
1809
Waterloo Capital
Texas
$549K +$123K +319 +29%
SC
1810
Sierra Capital
Florida
$549K
KFA
1811
Krane Funds Advisors
New York
$549K +$10.8K +28 +2%
KCFA
1812
Key Client Fiduciary Advisors
New Jersey
$547K +$34.7K +90 +7%
CM
1813
Cercano Management
Washington
$546K
CWG
1814
Cornerstone Wealth Group
North Carolina
$546K -$5.46M -14,167 -91%
PWAM
1815
Pinnacle West Asset Management
Wyoming
$546K +$3.85K +10 +0.7%
FOFP
1816
Fee-Only Financial Planning
South Carolina
$544K
LFA
1817
Legacy Financial Advisors
Kentucky
$543K -$237K -614 -30%
BFF
1818
Byrne Financial Freedom
Massachusetts
$542K
AAS
1819
Annex Advisory Services
Wisconsin
$542K -$145K -376 -21%
EP
1820
Elkhorn Partners
Nebraska
$542K +$88.6K +230 +20%
OWP
1821
Obermeyer Wealth Partners
Colorado
$541K -$5.78K -15 -1%
NSIM
1822
North Star Investment Management
Illinois
$541K +$37.4K +97 +7%
KCM
1823
Kornitzer Capital Management
Kansas
$540K -$2.33M -6,045 -81%
RL
1824
Rogco LP
Oklahoma
$539K +$66.7K +173 +14%
WPP
1825
Whalerock Point Partners
Rhode Island
$539K