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Name Holding Trade Value Shares
Change
Change in
Stake
CPW
4076
Catalyst Private Wealth
California
$2.16M +$104K +456 +5%
CIM
4077
Caldwell Investment Management
Ontario, Canada
$2.16M
PPA
4078
Pacific Point Advisors
California
$2.16M +$164K +718 +8%
MFG
4079
Midwest Financial Group
Kansas
$2.16M +$383K +1,675 +22%
MAMG
4080
Milestone Asset Management Group
Connecticut
$2.16M +$218K +955 +11%
EBWM
4081
Eagle Bluffs Wealth Management
Missouri
$2.16M +$83.5K +365 +4%
MWP
4082
Meriwether Wealth & Planning
Louisiana
$2.16M -$123K -536 -5%
GCP
4083
Gill Capital Partners
Colorado
$2.16M -$84.4K -369 -4%
WAM
4084
Wakefield Asset Management
Colorado
$2.15M
BWIA
4085
Bryant Woods Investment Advisors
New York
$2.15M
CCM
4086
Connective Capital Management
California
$2.15M
WCM
4087
Winebrenner Capital Management
Kentucky
$2.14M +$45.8K +200 +2%
LWM
4088
Lakeridge Wealth Management
Ohio
$2.14M +$216K +942 +11%
MWM
4089
MOR Wealth Management
Pennsylvania
$2.14M +$2.12M +9,270 New
MFGM
4090
Marshall Financial Group (Maryland)
Maryland
$2.14M -$289K -1,265 -12%
ACC
4091
Acorn Creek Capital
Colorado
$2.14M +$32.7K +143 +2%
NQWM
4092
Northwest Quadrant Wealth Management
Oregon
$2.13M +$26.1K +114 +1%
NS
4093
Northland Securities
Minnesota
$2.13M +$2.12M +9,248 New
WAM
4094
WealthTrust Asset Management
Florida
$2.13M -$29.5K -129 -1%
AI
4095
AXS Investments
New York
$2.13M -$41.6K -182 -2%
MWA
4096
Midland Wealth Advisors
Illinois
$2.13M +$2.11M +9,209 New
KBFS
4097
Kohmann Bosshard Financial Services
Ohio
$2.12M -$438K -1,916 -17%
VFP
4098
Vilga Financial Planning
New Jersey
$2.12M +$2.1M +9,181 New
AP
4099
Atwood & Palmer
Missouri
$2.12M -$102K -444 -5%
CRFG
4100
Columbia River Financial Group
Washington
$2.12M