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Name Holding Trade Value Shares
Change
Change in
Stake
HCA
4151
Heck Capital Advisors
Wisconsin
$1.47M +$141K +715 +12%
BMD
4152
Better Money Decisions
New Mexico
$1.47M -$22K -111 -2%
LL
4153
LPWM LLC
Minnesota
$1.47M +$23.2K +117 +2%
KFG
4154
Kelly Financial Group
Connecticut
$1.46M +$18.8K +95 +1%
CIAM
4155
Caitong International Asset Management
Hong Kong
$1.46M -$1.97M -9,976 -60%
ACM
4156
Ardent Capital Management
Ohio
$1.46M -$11.9K -60 -0.9%
MSWMA
4157
Market Street Wealth Management Advisors
Indiana
$1.46M +$20.2K +102 +2%
RI
4158
Ridgewood Investments
New Jersey
$1.46M +$84.1K +425 +7%
GFWA
4159
Grey Fox Wealth Advisors
Delaware
$1.45M +$23.7K +120 +2%
CCG
4160
Chatham Capital Group
Georgia
$1.45M
PWM
4161
Partners Wealth Management
California
$1.45M
TVAMP
4162
Tennessee Valley Asset Management Partners
Tennessee
$1.45M +$82.7K +418 +7%
AWM
4163
AllSquare Wealth Management
New York
$1.45M -$184K -930 -12%
W
4164
WPWealth
Texas
$1.45M +$3.36K +17 +0.3%
AAM
4165
Austin Asset Management
Texas
$1.45M -$302K -1,524 -19%
MFG
4166
Mosaic Financial Group
Illinois
$1.45M
OFO
4167
OneAscent Family Office
Alabama
$1.44M -$1.18M -5,976 -48%
WMWM
4168
Whitaker-Myers Wealth Managers
Ohio
$1.44M -$44.3K -224 -3%
TCGDR
4169
TB Capital Gestao de Recursos
$1.44M +$1.3M +6,565 New
PWMG
4170
Pinnacle Wealth Management Group
Michigan
$1.44M +$1.3M +6,561 New
MTIM
4171
Marathon Trading Investment Management
Pennsylvania
$1.44M +$538K +2,717 +71%
CAM
4172
Chesapeake Asset Management
New York
$1.44M +$268K +1,353 +26%
ACM
4173
Arcataur Capital Management
Wisconsin
$1.44M +$10.3K +52 +0.8%
XPN
4174
XY Planning Network
Montana
$1.44M +$539K +2,726 +71%
DCM
4175
Driehaus Capital Management
Illinois
$1.43M -$675K -3,410 -34%