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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1801
MV Capital Management
Maryland
$317K -$3.13K -80 -1%
AWP
1802
Ascent Wealth Partners
New York
$316K -$40.9K -1,045 -11%
LF
1803
Lantz Financial
Illinois
$316K -$900 -23 -0.3%
SPWG
1804
Syntegra Private Wealth Group
Missouri
$316K +$9.12K +233 +3%
BFG
1805
Berger Financial Group
Minnesota
$314K -$26.6K -679 -8%
FWA
1806
FSM Wealth Advisors
Ohio
$313K -$35.2K -900 -10%
FOFP
1807
Fee-Only Financial Planning
South Carolina
$312K
S
1808
Sunpointe
Missouri
$312K -$64.4K -1,646 -17%
AWAU
1809
Alliance Wealth Advisors (Utah)
Utah
$310K +$24.4K +624 +9%
CCS
1810
Concentric Capital Strategies
Connecticut
$308K +$308K +7,864 New
CIA
1811
Cladis Investment Advisory
Montana
$307K
CW
1812
CIC Wealth
Maryland
$307K -$11.7K -299 -4%
CWM
1813
Cornerstone Wealth Management
Missouri
$307K +$42.5K +1,086 +16%
RDWM
1814
Red Door Wealth Management
Tennessee
$307K -$219K -5,586 -42%
FA
1815
Fiduciary Alliance
South Carolina
$306K -$74.4K -1,902 -19%
CM
1816
Capula Management
Cayman Islands
$305K +$117K +2,989 +62%
FA
1817
Faithward Advisors
Pennsylvania
$305K -$5.13K -131 -2%
JGIA
1818
Jackson Grant Investment Advisers
Connecticut
$304K +$352 +9 +0.1%
DA
1819
Dover Advisors
Virginia
$303K
CP
1820
Canopy Partners
Ohio
$303K -$2.31K -59 -0.8%
WRPWM
1821
Werba Rubin Papier Wealth Management
California
$302K -$5.36K -137 -2%
T
1822
TOBAM
France
$301K -$373K -9,532 -55%
ACM
1823
Allred Capital Management
Texas
$300K +$4.3K +110 +1%
GAM
1824
Grandview Asset Management
Pennsylvania
$300K
BBA
1825
Baader Bank Aktiengesellschaft
Germany
$300K +$302K +7,708 New