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Name Holding Trade Value Shares
Change
Change in
Stake
JRFS
2501
James Reed Financial Services
Ohio
$328K
SWM
2502
SilverOak Wealth Management
Minnesota
$327K
MWM
2503
MOKAN Wealth Management
Kansas
$327K +$310K +905 New
TWM
2504
Trueblood Wealth Management
Ohio
$327K +$80.8K +236 +35%
ES
2505
ETF Store
Kansas
$327K
PCA
2506
Purkiss Capital Advisors
Connecticut
$325K -$12K -35 -4%
DA
2507
Detalus Advisors
Missouri
$325K -$69.1K -202 -18%
AWM
2508
Aries Wealth Management
Maine
$324K -$685 -2 -0.2%
AWM
2509
Abound Wealth Management
Tennessee
$323K -$34.9K -102 -10%
CAWM
2510
Capital Advisors Wealth Management
Washington
$322K +$15.1K +44 +5%
CI
2511
Corient IA
Florida
$322K
IDA
2512
Intelligence Driven Advisers
California
$322K +$76K +222 +33%
JESC
2513
J.E. Simmons & Co
Texas
$322K +$3.08K +9 +1%
LAM
2514
Lifestyle Asset Management
Texas
$322K -$685 -2 -0.2%
BST
2515
Bath Savings Trust
Maine
$321K
DM
2516
Diversified Management
Wisconsin
$321K -$10.6K -31 -3%
SB
2517
Sunflower Bank
Texas
$319K -$51K -149 -14%
CCM
2518
Chaney Capital Management
Washington
$319K +$12.3K +36 +4%
BDF
2519
Black Diamond Financial
Maryland
$319K -$1.37K -4 -0.5%
SFC
2520
SYM Financial Corp
Indiana
$318K +$46.6K +136 +18%
MWPCG
2521
Measured Wealth Private Client Group
New Hampshire
$318K -$8.9K -26 -3%
KFG
2522
Kingdom Financial Group
Arizona
$318K -$20.5K -60 -6%
RC
2523
Roundview Capital
New Jersey
$318K
OFO
2524
OneAscent Family Office
Alabama
$317K +$81.8K +239 +38%
BWMG
2525
Barnes Wealth Management Group
California
$314K -$2.05K -6 -0.7%