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Name Holding Trade Value Shares
Change
Change in
Stake
GQG Partners
5151
GQG Partners
Florida
$755K -$363K -1,588 -33%
BA
5152
Bellwether Advisors
Nebraska
$754K +$747K +3,267 New
SG
5153
Sankala Group
Colorado
$754K +$821K +3,590 New
HWM
5154
HRC Wealth Management
Idaho
$752K +$24.7K +108 +3%
AC
5155
Avant Capital
Louisiana
$751K
E3F
5156
Eight 31 Financial
Texas
$750K
MCM
5157
Monarch Capital Management
Indiana
$749K +$99.5K +435 +15%
KRW
5158
Kaufman Rossin Wealth
Florida
$748K -$32K -140 -4%
RWP
5159
Ridgeline Wealth Planning
Ohio
$746K +$24K +105 +3%
SI
5160
Stirlingshire Investments
New York
$746K +$739K +3,232 New
OL
5161
Odyssean LLC
Connecticut
$745K +$739K +3,229 New
AWM
5162
Absher Wealth Management
North Carolina
$745K +$2.52K +11 +0.3%
TFA
5163
TPG Financial Advisors
Oregon
$744K +$62.7K +274 +9%
NECFA
5164
New England Capital Financial Advisors
Connecticut
$744K -$26.1K -114 -3%
BMCM
5165
Black Maple Capital Management
Wisconsin
$743K +$737K +3,220 New
BWM
5166
Boyd Wealth Management
California
$743K -$85.3K -373 -10%
LFP
5167
Lakeshore Financial Planning
Michigan
$742K +$106K +465 +17%
JWM
5168
Johnson Wealth Management
North Dakota
$740K +$199K +870 +37%
TPWM
5169
Torrey-Payne Wealth Management
California
$739K +$709K +3,100 New
DWS
5170
Dynamic Wealth Strategies
California
$739K +$85.1K +372 +13%
SWM
5171
Sagace Wealth Management
Florida
$738K -$4.8K -21 -0.7%
MFA
5172
McClarren Financial Advisors
Pennsylvania
$737K +$270K +1,181 +46%
OFG
5173
OmniStar Financial Group
North Carolina
$735K +$200K +873 +38%
ATWA
5174
Arbor Trust Wealth Advisors
Michigan
$735K -$22.9K -100 -3%
PRTG
5175
Post Resch Tallon Group
New York
$734K -$60.9K -266 -8%