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Name Holding Trade Value Shares
Change
Change in
Stake
SOAG
2851
Silver Oak Advisory Group
Oregon
$308K +$11.6K +189 +4%
JC
2852
Jentner Corp
Ohio
$307K +$1.48K +24 +0.5%
CA
2853
Clune & Associates
Illinois
$307K
DWP
2854
Destiny Wealth Partners
Florida
$307K +$272K +4,420 New
FC
2855
Fairscale Capital
New Hampshire
$306K
LF
2856
Lighthouse Financial
Florida
$306K
AL
2857
ACAS LLC
California
$306K
SA
2858
Skyline Advisors
Washington
$305K -$12K -195 -4%
PTCG
2859
Pring Turner Capital Group
California
$305K
NCM
2860
Northwest Capital Management
Oregon
$305K -$8.54K -139 -3%
UFA
2861
Uptown Financial Advisors
Texas
$304K
CIAM
2862
Caitong International Asset Management
Hong Kong
$304K +$269K +4,381 New
PCS
2863
Private Client Services
Kentucky
$303K +$269K +4,374 New
BL
2864
Balentine LLC
Georgia
$303K +$17.8K +289 +7%
CCG
2865
Catalina Capital Group
California
$303K -$99.7K -1,623 -27%
CAM
2866
Clark Asset Management
New Hampshire
$303K -$53.1K -864 -17%
LWM
2867
LongView Wealth Management
Georgia
$302K -$1.41K -23 -0.5%
LD
2868
Lipe & Dalton
New York
$302K
AWP
2869
Ascent Wealth Partners
New York
$302K +$61 +1 +0%
CSB
2870
City State Bank
Iowa
$301K
LW
2871
Libra Wealth
California
$301K +$23.2K +378 +10%
AWM
2872
Ariadne Wealth Management
California
$301K -$111K -1,804 -30%
HWM
2873
Hobbs Wealth Management
Indiana
$300K +$6.88K +112 +3%
ACM
2874
Alpha Capital Management
Texas
$300K -$59K -960 -18%
MAG
2875
M3 Advisory Group
Massachusetts
$299K +$17.2K +280 +7%