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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
4726
PVG Asset Management
Colorado
$743K +$693K +3,386 New
Members Trust
4727
Members Trust
Florida
$742K +$33.6K +164 +5%
SWMG
4728
Sard Wealth Management Group
Georgia
$740K +$20.7K +101 +3%
CWM
4729
CarsonAllaria Wealth Management
Illinois
$739K -$120K -585 -15%
OPWM
4730
Oakwell Private Wealth Management
Texas
$737K +$16.4K +80 +2%
GA
4731
Gordian Advisors
Arizona
$737K +$17.6K +86 +3%
SIMG
4732
Stephens Investment Management Group
Texas
$736K
LRWM
4733
Lord & Richards Wealth Management
Colorado
$735K +$686K +3,351 New
RFO
4734
RiverGlades Family Offices
Florida
$735K +$5.12K +25 +0.8%
SFS
4735
Sharp Financial Services
Pennsylvania
$733K +$19.2K +94 +3%
KCM
4736
Kennicott Capital Management
California
$732K
FCMT
4737
Founders Capital Management (Texas)
Texas
$731K +$4.91K +24 +0.7%
CWM
4738
Core Wealth Management
Florida
$731K
AA
4739
AJ Advisors
Tennessee
$731K +$15.5K +76 +2%
PWM
4740
Praetorian Wealth Management
California
$730K +$681K +3,328 New
TFF
4741
The Family Firm
Maryland
$730K -$228K -1,116 -25%
WCM
4742
Windsor Capital Management
Arizona
$729K +$94.5K +462 +16%
MPCL
4743
My Personal CFO LLC
Washington
$725K -$61.2K -299 -8%
BW
4744
BXM Wealth
Colorado
$725K +$676K +3,305 New
FWSM
4745
First Wilshire Securities Management
California
$725K -$54.4K -266 -7%
CWM
4746
C2C Wealth Management
Arizona
$723K
DFA
4747
DHJJ Financial Advisors
Illinois
$723K
LFS
4748
Lutz Financial Services
Nebraska
$721K +$3.68K +18 +0.6%
IDBONY
4749
Israel Discount Bank of New York
New York
$721K -$6.75K -33 -1%
TAM
4750
Tucker Asset Management
Colorado
$720K +$78.4K +383 +13%