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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1801
Invenio Wealth Partners
Florida
$404K +$62.7K +208 +19%
DMBA
1802
Deseret Mutual Benefit Administrators
Utah
$403K +$29.9K +99 +8%
FWA
1803
FSM Wealth Advisors
Ohio
$403K +$51K +169 +15%
AFG
1804
ABLE Financial Group
Arizona
$399K -$18.1K -60 -4%
CFS
1805
Commonwealth Financial Services
West Virginia
$399K -$25K -83 -6%
MCM
1806
M1 Capital Management
Michigan
$399K -$603 -2 -0.2%
SWMG
1807
Sanchez Wealth Management Group
Florida
$399K +$2.11K +7 +0.5%
TCM
1808
Telos Capital Management
California
$398K -$14.5K -48 -4%
BMWM
1809
Brown Miller Wealth Management
Virginia
$398K – – –
T. Rowe Price Investment Management
1810
T. Rowe Price Investment Management
Maryland
$398K +$392K +1,300 New
KTC
1811
Kentucky Trust Company
Kentucky
$397K – – –
LSPW
1812
Lake Street Private Wealth
Illinois
$397K +$53.4K +177 +16%
GWANC
1813
Guardian Wealth Advisors (North Carolina)
North Carolina
$396K +$4.53K +15 +1%
FSA
1814
Financial Security Advisor
Virginia
$395K +$905 +3 +0.2%
RSWA
1815
Robinson Smith Wealth Advisors
Maine
$395K – – –
PWP
1816
Phillips Wealth Planners
Mississippi
$395K +$38.3K +127 +11%
WMA
1817
West Michigan Advisors
Michigan
$395K +$80.2K +266 +26%
FGA
1818
Fortis Group Advisors
New Jersey
$393K -$2.71K -9 -0.7%
FNBOO
1819
First National Bank of Omaha
Nebraska
$392K -$10.9K -36 -3%
SIM
1820
Sentry Investment Management
Wisconsin
$390K +$418K +1,387 New
CWM
1821
Cahaba Wealth Management
Georgia
$390K +$9.05K +30 +2%
3IP
1822
3Chopt Investment Partners
Virginia
$389K +$382K +1,267 New
LWM
1823
LongView Wealth Management
Georgia
$389K +$1.21K +4 +0.3%
GFG
1824
Goldstone Financial Group
Illinois
$389K +$116K +386 +44%
AA
1825
Alesco Advisors
New York
$389K -$2.11K -7 -0.5%