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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
5101
Capital Investment Management
Missouri
$904K -$146K -582 -13%
Chicago Wealth Management
5102
Chicago Wealth Management
Illinois
$903K +$53.2K +212 +6%
BetterWealth
5103
BetterWealth
California
$902K +$119K +476 +14%
OneAscent Wealth Management
5104
OneAscent Wealth Management
Alabama
$902K -$19.6K -78 -2%
KA
5105
Kooman & Associates
Pennsylvania
$901K -$29.1K -116 -3%
Schubert & Co
5106
Schubert & Co
Texas
$900K +$72.8K +290 +8%
Gray Private Wealth
5107
Gray Private Wealth
Massachusetts
$899K – – –
Manuka Financial
5108
Manuka Financial
Virginia
$896K – – –
Bauman Advisory Group
5109
Bauman Advisory Group
Nevada
$893K +$90.4K +360 +11%
Commerce Advisors
5110
Commerce Advisors
Tennessee
$891K +$30.9K +123 +3%
Center for Wealth Management Advisory
5111
Center for Wealth Management Advisory
Ohio
$890K +$50.7K +202 +6%
Base Wealth Management
5112
Base Wealth Management
Florida
$890K -$3.26K -13 -0.3%
HMV Wealth Advisors
5113
HMV Wealth Advisors
Louisiana
$890K +$119K +474 +15%
True Wealth Design
5114
True Wealth Design
Ohio
$890K +$136K +541 +17%
O'Connor Financial Group
5115
O'Connor Financial Group
Illinois
$889K +$101K +403 +12%
Millington Financial Advisors
5116
Millington Financial Advisors
Illinois
$889K +$183K +731 +26%
Avant Capital
5117
Avant Capital
Louisiana
$888K +$83.8K +334 +10%
Riverpoint Wealth Management Holdings
5118
Riverpoint Wealth Management Holdings
Illinois
$887K – – –
Torrey-Payne Wealth Management
5119
Torrey-Payne Wealth Management
California
$887K +$94.1K +375 +11%
WAM
5120
Westport Asset Management
Connecticut
$887K – – –
Forthright Family Wealth Advisory
5121
Forthright Family Wealth Advisory
Texas
$885K +$106K +423 +13%
Weinberger Asset Management
5122
Weinberger Asset Management
California
$884K +$3.26K +13 +0.4%
Shrier Wealth Management
5123
Shrier Wealth Management
California
$882K +$4.52K +18 +0.5%
Fingerlakes Wealth Management
5124
Fingerlakes Wealth Management
New York
$882K +$3.51K +14 +0.4%
Diesslin Group
5125
Diesslin Group
Texas
$878K +$6.53K +26 +0.7%