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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Mission Wealth Management
California
$613K +$1.14K +20 +0.2%
MFIM
302
Mesirow Financial Investment Management
Illinois
$613K -$37.2K -655 -6%
PAW
303
Plan A Wealth
Nebraska
$607K +$25.9K +456 +5%
CWM
304
Cordatus Wealth Management
Pennsylvania
$606K -$20.3K -357 -3%
MFG
305
Mosaic Financial Group
Illinois
$604K
MG
306
Marex Group
$602K +$567K +9,975 New
GCM
307
Gallacher Capital Management
Colorado
$602K -$284 -5 -0.1%
RWC
308
Rare Wolf Capital
Washington
$598K +$563K +9,906 New
State Street
309
State Street
Massachusetts
$597K
SCP
310
Stamos Capital Partners
California
$593K +$49.3K +867 +10%
RFG
311
Range Financial Group
Oregon
$586K +$21K +370 +4%
PP
312
PDS Planning
Ohio
$572K +$20.2K +356 +4%
PWAM
313
Pinnacle West Asset Management
Wyoming
$566K -$5.68K -100 -1%
PE
314
PCM Encore
Colorado
$566K +$533K +9,372 New
RCM
315
RNC Capital Management
California
$563K -$8.24K -145 -2%
IPW
316
Invictus Private Wealth
Colorado
$563K -$3.07K -54 -0.6%
AWM
317
AE Wealth Management
Kansas
$557K +$22.6K +397 +4%
GT
318
Glenmede Trust
Pennsylvania
$544K +$512K +9,019 New
FI
319
Fractal Investments
Connecticut
$543K
FFC
320
First Financial Corp
Indiana
$543K -$3.41K -60 -0.7%
CM
321
CoreCommodity Management
Connecticut
$533K
EFH
322
Eaton Financial Holdings
Florida
$531K +$62.5K +1,100 +14%
GRP
323
Global Retirement Partners
California
$529K +$410K +7,209 +464%
XF
324
XML Financial
Maryland
$525K -$10.8K -190 -2%
MDA
325
Minot DeBlois Advisors
Massachusetts
$516K +$14.5K +255 +3%