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Name Holding Trade Value Shares
Change
Change in
Stake
PRWA
2401
Platte River Wealth Advisors
Colorado
$919K
PIM
2402
Profit Investment Management
Maryland
$918K -$239K -275 -21%
CFA
2403
Cahill Financial Advisors
Minnesota
$917K -$131K -151 -13%
SAI
2404
Savvy Advisors Inc
New York
$916K +$256K +295 +40%
PGAM
2405
Princeton Global Asset Management
New Jersey
$913K +$95.5K +110 +12%
HAIM
2406
Hunter Associates Investment Management
Pennsylvania
$908K +$868 +1 +0.1%
BIM
2407
Barton Investment Management
Pennsylvania
$908K
BCG
2408
Breakwater Capital Group
New Jersey
$906K +$14.8K +17 +2%
SGCA
2409
Steel Grove Capital Advisors
Tennessee
$905K
CCM
2410
Chaney Capital Management
Washington
$905K +$22.6K +26 +3%
DWMS
2411
Dominguez Wealth Management Solutions
Virginia
$905K -$48.6K -56 -5%
Winslow Capital Management
2412
Winslow Capital Management
Minnesota
$905K -$329M -379,084 -100%
KIG
2413
Kowal Investment Group
Wisconsin
$905K -$20.8K -24 -2%
MI
2414
Motiv8 Investments
Florida
$903K +$7.81K +9 +0.9%
OCPWS
2415
One Charles Private Wealth Services
Massachusetts
$902K
AFO
2416
Arrowroot Family Office
California
$901K -$98.9K -114 -10%
DMBA
2417
Deseret Mutual Benefit Administrators
Utah
$901K -$36.5K -42 -4%
RFP
2418
Root Financial Partners
California
$901K +$179K +206 +25%
AP
2419
Adero Partners
California
$900K -$35.6K -41 -4%
WA
2420
Wealthstream Advisors
New York
$899K -$38.2K -44 -4%
GWP
2421
Gateway Wealth Partners
Wisconsin
$897K +$181K +209 +26%
WCM
2422
Windsor Capital Management
Arizona
$896K
CG
2423
CFO4Life Group
Texas
$894K +$53.8K +62 +7%
MCM
2424
Magnolia Capital Management
New York
$894K
BFO
2425
Biltmore Family Office
North Carolina
$893K +$65.1K +75 +8%