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Name Holding Trade Value Shares
Change
Change in
Stake
KFG
5026
Kropog Financial Group
Louisiana
$489K -$20.2K -102 -4%
PFU
5027
Parus Finance (UK)
United Kingdom
$488K -$3.96K -20 -0.9%
MPIA
5028
Milestones Private Investment Advisors
New York
$488K +$440K +2,223 New
RFP
5029
Roth Financial Partners
Texas
$487K
DWM
5030
Dopkins Wealth Management
New York
$485K +$19.8K +100 +5%
ES
5031
ETF Store
Kansas
$485K -$9.7K -49 -2%
LAM
5032
Lifestyle Asset Management
Texas
$483K +$73.2K +370 +20%
CAM
5033
Campion Asset Management
Virginia
$483K +$1.98K +10 +0.5%
HAS
5034
Horizon Advisory Services
New York
$483K +$15.8K +80 +4%
SCM
5035
Sollinda Capital Management
Florida
$482K +$4.95K +25 +1%
WFM
5036
Wolff Financial Management
Michigan
$482K +$5.54K +28 +1%
CCM
5037
Crew Capital Management
Ohio
$481K +$4.95K +25 +1%
HWA
5038
Hilltop Wealth Advisors
North Carolina
$481K -$46.5K -235 -10%
GOCP
5039
Great Oak Capital Partners
Massachusetts
$480K -$145K -731 -26%
MI
5040
Motiv8 Investments
Florida
$479K -$96.6K -488 -18%
HSG
5041
Helen Stephens Group
Texas
$476K +$27.7K +140 +7%
PL
5042
Parthenon LLC
Kentucky
$476K +$19.8K +100 +5%
BBWP
5043
Beacon Bridge Wealth Partners
Pennsylvania
$474K -$407K -2,058 -49%
TFG
5044
Tull Financial Group
Virginia
$474K +$45.5K +230 +12%
GKFF
5045
George Kaiser Family Foundation
Oklahoma
$473K +$138K +696 +48%
MWPCG
5046
Measured Wealth Private Client Group
New Hampshire
$471K +$125K +632 +42%
OFS
5047
Oldfather Financial Services
Nebraska
$470K +$11.7K +59 +3%
PWM
5048
PMG Wealth Management
Illinois
$470K -$9.5K -48 -2%
EFG
5049
Ehrlich Financial Group
California
$470K +$8.31K +42 +2%
JFG
5050
JMG Financial Group
Illinois
$469K -$38.4K -194 -8%