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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2701
Acropolis Investment Management
Missouri
$6.68M +$126K +550 +2%
PPC
2702
Park Place Capital
Alabama
$6.67M -$36.1K -158 -0.5%
MCA
2703
Millennium Capital Advisors
Arkansas
$6.67M -$4.58K -20 -0.1%
AP
2704
Anchyra Partners
Georgia
$6.66M +$6.6M +28,864 New
GSWM
2705
Greenup Street Wealth Management
Michigan
$6.66M +$2.95M +12,900 +81%
EIM
2706
Essex Investment Management
Massachusetts
$6.66M -$103K -452 -2%
JWM
2707
Jeppson Wealth Management
California
$6.66M -$24.3K -106 -0.4%
DA
2708
Dover Advisors
Virginia
$6.65M +$164K +719 +3%
FDW
2709
Fourth Dimension Wealth
Ohio
$6.64M +$34.3K +150 +0.5%
DIM
2710
DLK Investment Management
California
$6.64M +$121K +529 +2%
DM
2711
Diversified Management
Wisconsin
$6.64M +$6.58M +28,758 New
RAG
2712
RIA Advisory Group
Iowa
$6.63M +$508K +2,220 +8%
HFRG
2713
Houlihan Financial Resource Group
Virginia
$6.62M +$3.24M +14,153 +101%
BFW
2714
Brady Family Wealth
Missouri
$6.62M -$255K -1,113 -4%
FMB
2715
Field & Main Bank
Kentucky
$6.62M +$76.9K +336 +1%
AFG
2716
ABLE Financial Group
Arizona
$6.61M +$718K +3,137 +12%
RWC
2717
Rare Wolf Capital
Washington
$6.59M +$6.53M +28,561 New
LJCM
2718
Lee Johnson Capital Management
Texas
$6.59M -$42.8K -187 -0.7%
TP
2719
Tranquility Partners
Tennessee
$6.59M -$1.03M -4,504 -14%
OFS
2720
OneAscent Financial Services
Alabama
$6.59M -$1.06M -4,634 -14%
OCM
2721
Orion Capital Management
California
$6.59M -$134K -585 -2%
WAAG
2722
Wealth Alliance Advisory Group
Kansas
$6.58M +$331K +1,448 +5%
EMB
2723
Elefante Mark B
$6.58M +$231K +1,010 +4%
1IA
2724
1834 Investment Advisors
Wisconsin
$6.58M -$110K -481 -2%
LWA
2725
Lineweaver Wealth Advisors
Ohio
$6.57M +$453K +1,978 +7%