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Name Holding Trade Value Shares
Change
Change in
Stake
DA
3126
Detalus Advisors
Missouri
$502K – – –
CPL
3127
CAP Partners LLC
Tennessee
$502K – – –
PTC
3128
Petrus Trust Company
Texas
$502K -$270K -272 -35%
CG
3129
Cynosure Group
Utah
$500K +$71.6K +72 +17%
CNAM
3130
Campbell Newman Asset Management
Wisconsin
$500K – – –
AWP
3131
Accretive Wealth Partners
New Jersey
$499K – – –
FF
3132
Francis Financial
$499K +$283K +285 +130%
RWA
3133
Rooted Wealth Advisors
Illinois
$499K +$72.6K +73 +17%
EFA
3134
Edge Financial Advisors
Illinois
$499K – – –
BDF
3135
Black Diamond Financial
Maryland
$497K -$26.8K -27 -5%
FAN
3136
Financial Advisors Network
California
$496K +$57.6K +58 +13%
HWM
3137
HighMark Wealth Management
Minnesota
$496K – – –
GWM
3138
Greenhouse Wealth Management
Connecticut
$495K – – –
AC
3139
Avenir Corporation
Virginia
$495K – – –
E3F
3140
Eight 31 Financial
Texas
$495K – – –
VWA
3141
VERITY Wealth Advisors
United States
$495K – – –
SC
3142
Summa Corp
Texas
$495K +$18.9K +19 +4%
EFI
3143
EHP Funds Inc
Canada
$495K +$497K +500 New
VWM
3144
Vermillion Wealth Management
Minnesota
$494K – – –
GP
3145
Geneva Partners
Wisconsin
$493K -$1.99K -2 -0.4%
SDAM
3146
Shulman DeMeo Asset Management
New York
$492K -$12.9K -13 -3%
CE
3147
Cornerstone Enterprises
Wisconsin
$491K – – –
W
3148
WealthCollab
Washington
$491K – – –
LAS
3149
LWM Advisory Services
Florida
$490K -$57.6K -58 -10%
FNFDCM
3150
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$489K -$67.6K -68 -12%