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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1251
Jacobsen Capital Management
Utah
$798K -$41.2K -200 -5%
DDC
1252
DF Dent & Co
Maryland
$798K -$15.4K -75 -2%
PL
1253
Plancorp LLC
Missouri
$798K
FFA
1254
Fortune Financial Advisors
Kansas
$793K -$5.14K -25 -0.7%
PWC
1255
Pathfinder Wealth Consulting
North Carolina
$793K +$761K +3,700 New
AWM
1256
Aberdeen Wealth Management
Illinois
$788K
FIA
1257
Foundations Investment Advisors
Arizona
$788K -$154K -750 -17%
CT
1258
Clearstead Trust
Maine
$782K +$51.4K +250 +7%
TW
1259
Tempo Wealth
Ohio
$778K +$746K +3,625 New
TCA
1260
Transcend Capital Advisors
New Jersey
$777K +$144K +700 +24%
LOPW
1261
Live Oak Private Wealth
North Carolina
$777K
KA
1262
Klingman & Associates
New York
$777K +$41.2K +200 +6%
BMWS
1263
Brady Martz Wealth Solutions
North Dakota
$775K -$25.7K -125 -3%
MWA
1264
Medallion Wealth Advisors
Connecticut
$766K
MYIA
1265
Mount Yale Investment Advisors
Colorado
$766K +$340K +1,650 +86%
Winslow Capital Management
1266
Winslow Capital Management
Minnesota
$766K -$339M -1,649,700 -100%
NWAG
1267
Net Worth Advisory Group
Utah
$763K +$103K +500 +16%
JWBC
1268
John W. Bristol & Co
New York
$755K -$66.9K -325 -8%
ATI
1269
Act Two Investors
California
$755K
IPW
1270
Inlet Private Wealth
Florida
$754K
MWM
1271
Meadowbrook Wealth Management
New York
$750K -$51.4K -250 -7%
CPW
1272
Cove Private Wealth
New York
$750K
HFS
1273
Howard Financial Services
Texas
$750K +$10.3K +50 +1%
AT
1274
American Trust
Kentucky
$739K
FMC
1275
First Merchants Corp
Indiana
$739K