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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1851
Dynasty Wealth Management
Florida
$14.8M +$1.21M +5,269 +9%
CT
1852
Colonial Trust
South Carolina
$14.8M +$508K +2,222 +4%
FMWA
1853
Forvis Mazars Wealth Advisors
Missouri
$14.8M +$2.33M +10,168 +19%
HAC
1854
Harbor Advisory Corp
New Hampshire
$14.8M -$685K -2,994 -4%
MAWCM
1855
Mine & Arao Wealth Creation & Management
California
$14.7M +$4.58K +20 +0%
TC
1856
TAGStone Capital
North Carolina
$14.7M +$19.9K +87 +0.1%
BB
1857
Bell Bank
North Dakota
$14.7M -$613K -2,678 -4%
PT
1858
Plimoth Trust
Massachusetts
$14.7M -$150K -657 -1%
SW
1859
Simplicity Wealth
New Jersey
$14.7M -$3.47M -15,155 -19%
JSL
1860
JT Stratford LLC
Georgia
$14.7M +$690K +3,015 +5%
API
1861
Asset Planning Inc
California
$14.7M -$107K -468 -0.7%
RT
1862
Rockland Trust
Massachusetts
$14.6M -$512K -2,239 -3%
GSEP
1863
Golden State Equity Partners
California
$14.6M +$1.22M +5,331 +9%
KIG
1864
Kennedy Investment Group
New Jersey
$14.6M -$248K -1,084 -2%
CFO
1865
Cambient Family Office
Michigan
$14.6M +$14.4M +63,155 New
WP
1866
WealthPLAN Partners
Nebraska
$14.6M +$556K +2,429 +4%
QWM
1867
Quadcap Wealth Management
Texas
$14.6M -$81.7K -357 -0.6%
SPI
1868
Strategic Planning Inc
Ohio
$14.5M -$92K -402 -0.6%
IC
1869
Inscription Capital
Texas
$14.5M +$870K +3,804 +6%
AA
1870
ALPS Advisors
Colorado
$14.5M -$894K -3,906 -6%
CCFM
1871
Clear Creek Financial Management
Washington
$14.5M +$884K +3,863 +7%
G
1872
GenTrust
Florida
$14.5M +$6.84M +29,875 +91%
SWK
1873
Stephen W. Kidder
$14.5M +$21.3K +93 +0.1%
TM
1874
TigerOak Management
New Mexico
$14.4M +$219K +957 +2%
TA
1875
Tiptree Advisors
New York
$14.4M