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Name Holding Trade Value Shares
Change
Change in
Stake
MHWM
2751
Montz Harcus Wealth Management
Louisiana
$235K -$836 -17 -0.4%
OWM
2752
OneAscent Wealth Management
Alabama
$235K -$94.3K -1,918 -30%
UWPG
2753
Ullmann Wealth Partners Group
Florida
$234K +$23.9K +486 +12%
PCIG
2754
Partners Capital Investment Group
Massachusetts
$233K +$222K +4,512 New
MC
2755
Middleton & Co
Massachusetts
$233K
KCPG
2756
Kavar Capital Partners Group
Kansas
$233K +$6.39K +130 +3%
NC
2757
NovaPoint Capital
Georgia
$233K -$590 -12 -0.3%
WDL
2758
Well Done LLC
Michigan
$233K -$122K -2,490 -36%
AFAS
2759
Acorn Financial Advisory Services
Virginia
$233K +$221K +4,494 New
GS
2760
GTS Securities
Florida
$231K +$220K +4,469 New
JCM
2761
Jacobsen Capital Management
Utah
$231K -$122K -2,488 -36%
WAM
2762
WNY Asset Management
New York
$231K -$8.36K -170 -4%
PJSIMP
2763
P.J. Schmidt Investment Management (PJS)
Wisconsin
$231K -$214K -4,344 -50%
SSW
2764
Stone Summit Wealth
Florida
$231K
FGA
2765
Fortis Group Advisors
New Jersey
$230K -$8.12K -165 -4%
LCM
2766
Lazari Capital Management
California
$230K +$219K +4,452 New
LC
2767
Lavaca Capital
Texas
$229K -$145K -2,957 -40%
PP
2768
PFS Partners
New Jersey
$228K +$49 +1 +0%
BW
2769
Basepoint Wealth
Iowa
$228K +$217K +4,402 New
GCM
2770
Gables Capital Management
Florida
$228K -$32.7K -664 -13%
SCA
2771
Southern Capital Advisors
Tennessee
$227K +$216K +4,391 New
CFA
2772
Capstone Financial Advisors
Illinois
$227K +$215K +4,379 New
SCG
2773
Sonata Capital Group
Washington
$226K
CWG
2774
Cornerstone Wealth Group
North Carolina
$225K -$2.31K -47 -1%
CMI
2775
Clare Market Investments
Texas
$225K -$114K -2,320 -35%