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Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
801
Burns Matteson Capital Management
New York
$216K +$7.37K +11 +4%
JWM
802
Janiczek Wealth Management
Colorado
$213K -$27.5K -41 -11%
RWP
803
Revolve Wealth Partners
New Jersey
$213K +$2.01K +3 +0.9%
NHC
804
Nicholas Hoffman & Company
Georgia
$213K +$27.5K +41 +15%
SHFA
805
SC&H Financial Advisors
Maryland
$211K -$670 -1 -0.3%
JFA
806
JNBA Financial Advisors
Minnesota
$211K +$9.38K +14 +5%
MSAM
807
Moloney Securities Asset Management
Missouri
$209K -$8.04K -12 -4%
SC
808
Savant Capital
Illinois
$207K -$19.4K -29 -9%
WFO
809
Wealthgate Family Office
Colorado
$207K – – –
TFM
810
TFC Financial Management
Massachusetts
$207K +$44.2K +66 +27%
BFS
811
Bard Financial Services
Connecticut
$207K +$208K +310 New
SIG
812
Stonegate Investment Group
Alabama
$206K -$32.8K -49 -14%
NB
813
Nicolet Bankshares
Wisconsin
$206K +$8.71K +13 +4%
SG
814
StoneX Group
New York
$206K +$206K +308 New
CWMGP
815
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$205K +$4.69K +7 +2%
AWA
816
Arkadios Wealth Advisors
Georgia
$205K +$206K +307 New
CCM
817
Cribstone Capital Management
Maine
$204K – – –
ZIM
818
Zacks Investment Management
Illinois
$202K -$10.7K -16 -5%
SVWAG
819
Sound View Wealth Advisors Group
Georgia
$202K +$203K +303 New
AB
820
Atlas Brown
Kentucky
$201K – – –
FVWA
821
Foster Victor Wealth Advisors
South Carolina
$201K +$214K +320 New
OPW
822
Oxler Private Wealth
New York
$200K -$469K -700 -70%
TSWM
823
Tyler-Stone Wealth Management
Ohio
$197K – – –
OIA
824
Optimum Investment Advisors
Illinois
$184K +$184K +275 New
AIM
825
ARK Investment Management
Florida
$180K +$16.1K +24 +10%