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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2076
Montgomery Investment Management
Maryland
$729K +$49.7K +90 +8%
KIC
2077
Kensington Investment Counsel
California
$723K +$29.3K +53 +4%
TWP
2078
Tempus Wealth Planning
California
$721K +$45.8K +83 +7%
WWM
2079
Windsor Wealth Management
Indiana
$721K +$11.6K +21 +2%
RFA
2080
Resurgent Financial Advisors
Georgia
$721K -$36.4K -66 -5%
ARG
2081
Advisory Resource Group
Oklahoma
$720K +$704K +1,275 New
OPPS
2082
Obsidian Personal Planning Solutions
Maryland
$717K -$14.9K -27 -2%
SFG
2083
Synergy Financial Group
California
$716K -$9.94K -18 -1%
CAL
2084
Capital Advisors Ltd
Ohio
$714K +$12.1K +22 +2%
KP
2085
Keel Point
Alabama
$713K -$17.7K -32 -2%
RBCM
2086
Raub Brock Capital Management
California
$711K
GC
2087
Guidance Capital
Kentucky
$711K +$28.7K +52 +4%
BSB
2088
Bangor Savings Bank
Maine
$709K +$6.07K +11 +0.9%
CBA
2089
Coastal Bridge Advisors
Connecticut
$709K +$245K +443 +55%
WKSWA
2090
White Knight Strategic Wealth Advisors
New Jersey
$708K -$38.6K -70 -5%
SAF
2091
Smith Anglin Financial
Texas
$708K +$1.66K +3 +0.2%
TDC
2092
Thompson Davis & Co
Virginia
$706K +$55.2K +100 +9%
BWM
2093
Bulltick Wealth Management
Florida
$706K +$438K +793 +174%
NRD
2094
Nebula Research & Development
New York
$705K +$689K +1,248 New
AC
2095
Addison Capital
Pennsylvania
$705K
EL
2096
EWA LLC
Pennsylvania
$705K +$100K +182 +18%
IWP
2097
Icon Wealth Partners
Texas
$705K -$232K -420 -25%
Aristotle Capital Management
2098
Aristotle Capital Management
California
$703K
WPA
2099
West Paces Advisors
Georgia
$703K -$82.2K -149 -11%
CAM
2100
CPA Asset Management
Florida
$702K +$11.6K +21 +2%