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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
1926
Holistic Financial Partners
Indiana
$206K +$214K +156 New
IFPL
1927
Investments & Financial Planning LLC
Kentucky
$205K +$214K +156 New
SG
1928
StoneX Group
New York
$205K -$514K -375 -71%
CWWM
1929
Clear Wave Wealth Management
New Jersey
$205K +$212K +155 New
EV
1930
EJMK Ventures
Illinois
$205K +$212K +155 New
MF
1931
Magnetar Financial
Illinois
$205K +$212K +155 New
FFG
1932
First Financial Group
North Carolina
$204K +$211K +154 New
AP
1933
Arlington Partners
Alabama
$203K +$211K +154 New
GAB
1934
German American Bancorp
Indiana
$203K +$211K +154 New
KCM
1935
Kanawha Capital Management
Virginia
$202K +$210K +153 New
PFM
1936
Phillips Financial Management
Indiana
$202K +$210K +153 New
PL
1937
Perpetual Ltd
Australia
$201K -$137K -100 -40%
IAS
1938
Investment Advisory Services
Texas
$201K +$208K +152 New
RF
1939
Rossby Financial
Florida
$200K +$32.9K +24 +20%
MWC
1940
MBM Wealth Consultants
Missouri
$195K +$203K +148 New
OCM
1941
Orion Capital Management
California
$194K – – –
PWM
1942
Proathlete Wealth Management
Florida
$192K -$34.3K -25 -15%
WA
1943
WPG Advisers
Maryland
$190K -$52.1K -38 -21%
WA
1944
Whipplewood Advisors
Colorado
$190K +$162K +118 +454%
PP
1945
Pacifica Partners
Canada
$181K – – –
PWA
1946
Physician Wealth Advisors
Utah
$178K +$12.3K +9 +7%
AIM
1947
Acropolis Investment Management
Missouri
$177K +$184K +134 New
ACA
1948
Atlas Capital Advisors
Wyoming
$177K – – –
W
1949
WealthCollab
Washington
$170K – – –
SOAM
1950
SBI Okasan Asset Management
Japan
$169K +$185K +135 New