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CON

Concentra Group Holdings
CON

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
251
Bellevue Asset Management
Washington
$5.18K +$4.33K +174 New
HWP
252
Highline Wealth Partners
California
$5K – – –
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$4.58K -$1.34K -54 -26%
RIL
254
Rothschild Investment LLC
Illinois
$4.34K +$1.14K +46 +46%
AWA
255
Acumen Wealth Advisors
Tennessee
$4.11K – – –
KG
256
Kilter Group
New York
$3.75K -$423 -17 -12%
HNW
257
High Note Wealth
Minnesota
$3.57K +$2.98K +120 New
APFP
258
Action Point Financial Planning
Michigan
$2.8K +$2.39K +96 New
EP
259
Essential Partners
California
$2.62K +$274 +11 +14%
S
260
SignatureFD
Georgia
$2.56K +$1.64K +66 +330%
OAG
261
Oakmont Advisory Group
New Mexico
$2.38K +$1.99K +80 New
PIS
262
POM Investment Strategies
North Carolina
$2.2K – – –
RWM
263
Rialto Wealth Management
New York
$2.08K +$1.09K +44 +169%
SFS
264
Sunrise Financial Services
Washington
$1.99K – – –
JFG
265
JDM Financial Group
Texas
$1.81K – – –
CPG
266
Cornerstone Planning Group
New Jersey
$1.81K – – –
SGFG
267
Silver Grove Financial Group
New York
$1.78K +$1.49K +60 New
B
268
Bayban
Minnesota
$1.75K – – –
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$1.67K – – –
GFA
270
Godfrey Financial Associates
New York
$1.67K – – –
IA
271
IFP Advisors
Florida
$1.64K -$25 -1 -2%
JWM
272
JPL Wealth Management
Colorado
$1.58K – – –
FIM
273
FWL Investment Management
Texas
$1.49K +$1.24K +50 New
AFC
274
Ares Financial Consulting
California
$1.46K – – –
HI
275
Harbour Investments
Wisconsin
$1.19K -$75 -3 -7%
9 10
11
12 13