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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
2076
FWL Investment Management
Texas
$9.83M +$1.08M +5,462 +14%
LSWM
2077
Lorne Steinberg Wealth Management
Canada
$9.82M +$707K +3,575 +9%
IP
2078
Ignite Planners
California
$9.79M +$106K +538 +1%
ACM
2079
AlphaStar Capital Management
North Carolina
$9.79M +$8.83M +44,631 New
CPA
2080
Cardiff Park Advisors
California
$9.79M +$128K +647 +1%
MCP
2081
Militia Capital Partners
Nevada
$9.78M +$150K +760 +2%
BP
2082
BBR Partners
New York
$9.78M -$422K -2,134 -5%
WWM
2083
WT Wealth Management
Arizona
$9.75M -$162K -819 -2%
TAC
2084
Twenty Acre Capital
Pennsylvania
$9.74M +$811K +4,100 +10%
FFA
2085
Founders Financial Alliance
North Carolina
$9.73M +$256K +1,292 +3%
WAN
2086
Wealth Advisors Northwest
Oregon
$9.73M -$128K -649 -1%
JEST
2087
JTC Employer Solutions Trustee
Jersey
$9.72M -$33.8M -170,550 -79%
ITIM
2088
Indiana Trust & Investment Management
Indiana
$9.7M +$194K +980 +2%
MG
2089
Marex Group
$9.69M +$2.6M +13,121 +42%
CWP
2090
Concord Wealth Partners
Virginia
$9.68M -$13.5K -68 -0.2%
CAMV
2091
Concord Asset Management (Virginia)
Virginia
$9.68M +$1.41M +7,121 +19%
HNW
2092
High Note Wealth
Minnesota
$9.67M +$68.5K +346 +0.8%
SS
2093
Spinecap SAS
France
$9.66M +$8.72M +44,053 New
MGWM
2094
Marks Group Wealth Management
Minnesota
$9.66M +$91.8K +464 +1%
AWM
2095
Arista Wealth Management
Nevada
$9.66M +$5.08M +25,683 +140%
CPC
2096
Consolidated Planning Corp
Georgia
$9.65M +$221K +1,118 +3%
FWM
2097
Finer Wealth Management
Massachusetts
$9.65M +$91K +460 +1%
NCM
2098
Next Capital Management
New York
$9.65M +$954K +4,822 +12%
AC
2099
Arjuna Capital
North Carolina
$9.64M -$396K -2,001 -4%
GP
2100
Greenline Partners
New York
$9.63M +$1.25M +6,317 +17%