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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
2776
Consolidated Planning Corp
Georgia
$227K -$2.85K -8 -1%
CPA
2777
Cardiff Park Advisors
California
$227K -$42.8K -120 -16%
WWG
2778
West Wealth Group
California
$227K +$5.35K +15 +2%
AFG
2779
ABLE Financial Group
Arizona
$227K +$356 +1 +0.2%
RMC
2780
Ring Mountain Capital
California
$227K
RB
2781
Renasant Bank
Mississippi
$227K -$59.9K -168 -21%
EIP
2782
Essential Investment Partners
Colorado
$227K
SOAM
2783
SBI Okasan Asset Management
Japan
$227K -$1.07K -3 -0.5%
AW
2784
Atlas Wealth
Ohio
$227K
SA
2785
Strategic Advisors
New York
$226K +$356 +1 +0.2%
EIG
2786
Ellenbecker Investment Group
Wisconsin
$226K
FFP
2787
Forbes Financial Planning
Rhode Island
$226K
OLA
2788
Oliver Luxxe Assets
New Jersey
$225K -$17.8K -50 -7%
GWM
2789
Glass Wealth Management
Texas
$225K
SCM
2790
Saxony Capital Management
Missouri
$225K +$228K +640 New
JMA
2791
J.M. Arbour
Maine
$225K -$64.2K -180 -22%
AFW
2792
Atlantic Family Wealth
Florida
$225K -$94.5K -265 -29%
CWMGP
2793
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$224K +$1.43K +4 +0.6%
Loomis, Sayles & Company
2794
Loomis, Sayles & Company
Massachusetts
$224K -$11.1K -31 -5%
BSI
2795
Bennett Selby Investments
Maine
$224K
CWM
2796
Cahaba Wealth Management
Georgia
$224K -$24.2K -68 -10%
MPWS
2797
McCarter Private Wealth Services
Massachusetts
$224K +$227K +636 New
IFA
2798
Index Fund Advisors
California
$224K +$226K +635 New
CSI
2799
Clark & Stuart Inc
Maine
$223K
OFO
2800
OneAscent Family Office
Alabama
$223K +$3.56K +10 +2%