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Name Holding Trade Value Shares
Change
Change in
Stake
MS
2451
Marshall & Sullivan
Washington
$5.93M -$224K -1,034 -3%
KMWM
2452
Keudell/Morrison Wealth Management
Oregon
$5.93M +$62.9K +290 +0.9%
CCG
2453
Cloverfields Capital Group
Minnesota
$5.92M -$477K -2,199 -7%
SWA
2454
Strategies Wealth Advisors
Michigan
$5.92M +$3.76M +17,312 +125%
VWM
2455
VCI Wealth Management
Missouri
$5.9M -$225K -1,036 -3%
RFP
2456
Root Financial Partners
California
$5.9M +$1.48M +6,820 +28%
MG
2457
Marex Group
$5.9M -$61.8M -284,942 -90%
BFA
2458
Brown Financial Advisors
Ohio
$5.88M +$826K +3,808 +14%
KC
2459
Katamaran Capital
United Kingdom
$5.88M +$466K +2,147 +7%
JCM
2460
Jacobi Capital Management
Pennsylvania
$5.88M -$19.7K -91 -0.3%
CIC
2461
Chase Investment Counsel
Virginia
$5.88M -$4.07M -18,733 -38%
SMA
2462
Seven Mile Advisory
New Jersey
$5.86M -$328K -1,510 -5%
BWA
2463
Bordeaux Wealth Advisors
California
$5.86M +$88.1K +406 +1%
MWA
2464
Medallion Wealth Advisors
Connecticut
$5.85M +$468K +2,158 +8%
BFG
2465
Beacon Financial Group
Texas
$5.85M +$1.51M +6,946 +29%
PWM
2466
Peterson Wealth Management
Nevada
$5.85M +$330K +1,522 +5%
SWM
2467
Segment Wealth Management
Texas
$5.85M -$202K -932 -3%
SCM
2468
SOL Capital Management
Maryland
$5.85M -$67.3K -310 -1%
NGA
2469
Naples Global Advisors
Florida
$5.85M +$3.04K +14 +0%
EWM
2470
Evergreen Wealth Management
Michigan
$5.85M -$1.12M -5,144 -14%
BWM
2471
Bernard Wealth Management
Michigan
$5.84M -$10.2K -47 -0.2%
TLP
2472
Trinity Legacy Partners
Texas
$5.84M -$1.36M -6,260 -18%
CAC
2473
Certified Advisory Corp
Florida
$5.84M -$115K -529 -2%
AL
2474
Aspiriant LLC
California
$5.84M -$191K -881 -3%
EPW
2475
Evergreen Private Wealth
Colorado
$5.84M +$11.1K +51 +0.2%