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Name Holding Trade Value Shares
Change
Change in
Stake
AAIS
1051
ABN AMRO Investment Solutions
$205K +$196K +2,933 New
CF
1052
Copperwynd Financial
Arizona
$205K -$13.7K -205 -7%
NECFA
1053
New England Capital Financial Advisors
Connecticut
$204K +$201 +3 +0.1%
CCA
1054
Column Capital Advisors
Indiana
$203K -$1.67K -25 -0.9%
SPWG
1055
Sage Private Wealth Group
Illinois
$203K +$194K +2,901 New
CPC
1056
Consolidated Planning Corp
Georgia
$202K -$23.4K -350 -11%
TA
1057
TFG Advisers
Michigan
$202K +$194K +2,900 New
IHWM
1058
Iron Horse Wealth Management
Iowa
$201K +$191K +2,856 +9,848%
IGWM
1059
ICA Group Wealth Management
Colorado
$201K -$70.1K -1,047 -27%
FSC
1060
Full Sail Capital
Oklahoma
$200K +$192K +2,871 New
PHIC
1061
Pine Haven Investment Counsel
Massachusetts
$200K +$192K +2,870 New
NP
1062
NorthRock Partners
Minnesota
$200K -$26.5K -396 -12%
DE
1063
Day & Ennis
Georgia
$196K +$188K +2,804 New
FFA
1064
Farther Finance Advisors
California
$192K +$23.8K +356 +15%
SWM
1065
Spire Wealth Management
Virginia
$190K -$5.76K -86 -3%
SWA
1066
Sutton Wealth Advisors
Florida
$189K -$25.4K -379 -12%
DMBA
1067
Deseret Mutual Benefit Administrators
Utah
$186K -$9.37K -140 -5%
MHR
1068
Matthew Hamilton Rosenberg
$178K
CSC
1069
Caldwell Sutter Capital
California
$175K +$10.6K +159 +7%
SIM
1070
Studio Investment Management
Illinois
$173K +$62.1K +928 +60%
SCM
1071
Silvant Capital Management
Georgia
$172K
CFO
1072
CVA Family Office
Colorado
$169K +$13.1K +196 +9%
MCM
1073
Manchester Capital Management
Vermont
$168K -$4.02K -60 -2%
AF
1074
Advisornet Financial
Minnesota
$165K -$2.41K -36 -2%
CAL
1075
Capital Advisors Ltd
Ohio
$157K +$27.8K +416 +23%