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Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
5051
First Citizens Financial Corp
Iowa
$905K -$11.3K -45 -1%
CIM
5052
Capital Investment Management
Missouri
$904K -$146K -582 -13%
CWM
5053
Chicago Wealth Management
Illinois
$903K +$53.2K +212 +6%
B
5054
BetterWealth
California
$902K +$119K +476 +14%
OWM
5055
OneAscent Wealth Management
Alabama
$902K -$19.6K -78 -2%
KA
5056
Kooman & Associates
Pennsylvania
$901K -$29.1K -116 -3%
SC
5057
Schubert & Co
Texas
$900K +$72.8K +290 +8%
GPW
5058
Gray Private Wealth
Massachusetts
$899K
MF
5059
Manuka Financial
Virginia
$896K
BAG
5060
Bauman Advisory Group
Nevada
$893K +$90.4K +360 +11%
CA
5061
Commerce Advisors
Tennessee
$891K +$30.9K +123 +3%
CFWMA
5062
Center for Wealth Management Advisory
Ohio
$890K +$50.7K +202 +6%
BWM
5063
Base Wealth Management
Florida
$890K -$3.26K -13 -0.3%
HWA
5064
HMV Wealth Advisors
Louisiana
$890K +$119K +474 +15%
TWD
5065
True Wealth Design
Ohio
$890K +$136K +541 +17%
OCFG
5066
O'Connor Financial Group
Illinois
$889K +$101K +403 +12%
MFA
5067
Millington Financial Advisors
Illinois
$889K +$183K +731 +26%
AC
5068
Avant Capital
Louisiana
$888K +$83.8K +334 +10%
RWMH
5069
Riverpoint Wealth Management Holdings
Illinois
$887K
TPWM
5070
Torrey-Payne Wealth Management
California
$887K +$94.1K +375 +11%
WAM
5071
Westport Asset Management
Connecticut
$887K
FFWA
5072
Forthright Family Wealth Advisory
Texas
$885K +$106K +423 +13%
WAM
5073
Weinberger Asset Management
California
$884K +$3.26K +13 +0.4%
SWM
5074
Shrier Wealth Management
California
$882K +$4.52K +18 +0.5%
FWM
5075
Fingerlakes Wealth Management
New York
$882K +$3.51K +14 +0.4%