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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
2551
Tandem Wealth Advisors
Arizona
$696K – – –
EB
2552
Exchange Bank
California
$694K +$7.02K +9 +1%
HHWM
2553
Hiley Hunt Wealth Management
Nebraska
$693K +$780 +1 +0.1%
DWAM
2554
Duncan Williams Asset Management
Tennessee
$693K +$46.8K +60 +8%
BFG
2555
Beacon Financial Group
Texas
$693K +$39.8K +51 +7%
VCG
2556
Vantage Consulting Group
Virginia
$692K -$133K -171 -17%
ArrowMark Colorado Holdings
2557
ArrowMark Colorado Holdings
Colorado
$692K – – –
OWM
2558
OneAscent Wealth Management
Alabama
$691K -$226K -290 -26%
WC
2559
Weil Company
California
$690K +$30.4K +39 +5%
SF
2560
Safeguard Financial
Wisconsin
$690K +$361K +463 +133%
WCP
2561
Wick Capital Partners
Pennsylvania
$689K +$633K +811 New
RFP
2562
Root Financial Partners
California
$689K +$218K +279 +53%
VC
2563
Veery Capital
Delaware
$688K +$1.56K +2 +0.2%
WWM
2564
Whalen Wealth Management
Nevada
$687K -$620K -794 -50%
FWM
2565
Fairhaven Wealth Management
Illinois
$684K +$7.8K +10 +1%
LCM
2566
Lazari Capital Management
California
$683K +$65.5K +84 +12%
GFA
2567
Gallagher Fiduciary Advisors
Illinois
$683K – – –
WCM
2568
WealthBridge Capital Management
Ohio
$683K -$33.6K -43 -5%
SW
2569
SMART Wealth
Nebraska
$683K +$17.9K +23 +3%
GWP
2570
Gateway Wealth Partners
Wisconsin
$682K +$34.3K +44 +6%
MCM
2571
Monument Capital Management
Virginia
$681K +$53.1K +68 +9%
NPT
2572
Nixon Peabody Trust
Massachusetts
$681K +$312K +400 +100%
CMF
2573
Counterpoint Mutual Funds
California
$680K +$624K +800 New
Impax Asset Management Group
2574
Impax Asset Management Group
United Kingdom
$680K +$624K +800 New
VCM
2575
Vivaldi Capital Management
Illinois
$677K +$12.5K +16 +2%