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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
5026
Pacific Asset Management
Washington
$876K +$87.2K +381 +11%
CWL
5027
Causey Wealth LLC
Colorado
$876K +$599K +2,616 +222%
LTAS
5028
Linden Thomas Advisory Services
North Carolina
$875K +$19.7K +86 +2%
FA
5029
FF Advisors
California
$874K +$1.37K +6 +0.2%
EFS
5030
Econ Financial Services
Pennsylvania
$873K
AFP
5031
Alpha Financial Partners
Kentucky
$870K -$21K -92 -2%
MF
5032
Manuka Financial
Virginia
$868K -$82.6K -361 -9%
GPW
5033
Gray Private Wealth
Massachusetts
$865K -$58.3K -255 -6%
TCM
5034
TT Capital Management
California
$864K -$40.3K -176 -4%
HA
5035
Hamel Associates
New Jersey
$864K -$3.66K -16 -0.4%
FLA
5036
Financial Life Advisors
Texas
$863K +$41.6K +182 +5%
VWWMG
5037
Vermillion & White Wealth Management Group
Pennsylvania
$863K +$83.7K +366 +11%
TC
5038
Town Capital
Maryland
$863K +$855K +3,737 New
AA
5039
ACT Advisors
North Carolina
$862K +$26.3K +115 +3%
FWM
5040
Fingerlakes Wealth Management
New York
$862K -$30K -131 -3%
AWP
5041
Atlas Wealth Partners
Pennsylvania
$862K +$45.8K +200 +6%
PFM
5042
Peak Financial Management
Massachusetts
$861K -$57.4K -251 -6%
RWMH
5043
Riverpoint Wealth Management Holdings
Illinois
$859K
LFS
5044
Lutz Financial Services
Nebraska
$858K +$82.6K +361 +11%
SFG
5045
Southern Financial Group
Alabama
$857K +$850K +3,714 New
ACM
5046
Arlington Capital Management
Illinois
$856K -$68.6K -300 -7%
PGCM
5047
Prescott Group Capital Management
Oklahoma
$856K -$102K -448 -11%
RK
5048
Rather & Kittrell
Tennessee
$856K +$167K +731 +25%
AP
5049
Advisortrust Partners
North Carolina
$856K +$848K +3,707 New
FCMT
5050
Founders Capital Management (Texas)
Texas
$855K +$42.3K +185 +5%