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Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
3126
Future Financial Wealth Management
Ohio
$302K – – –
MFG
3127
Mosaic Financial Group
Illinois
$301K -$5.49K -74 -2%
RWRC
3128
R.W. Roge & Company
New York
$301K +$34.9K +470 +14%
CPC
3129
Congress Park Capital
New York
$300K – – –
ACP
3130
Argyle Capital Partners
California
$300K -$64.9K -875 -18%
Cohen & Steers
3131
Cohen & Steers
New York
$300K – – –
AFA
3132
Allium Financial Advisors
Oregon
$299K – – –
PCM
3133
Prelude Capital Management
New York
$299K +$288K +3,884 New
MWA
3134
Motive Wealth Advisors
Michigan
$299K +$9.72K +131 +3%
SCA
3135
Strathmore Capital Advisors
North Carolina
$298K +$8.98K +121 +3%
SLP
3136
Storen Legacy Partners
Indiana
$298K +$287K +3,866 New
LC
3137
Lincoln Capital
Nebraska
$297K -$46K -620 -14%
GGI
3138
Godsey & Gibb Inc
Virginia
$297K -$11.5K -155 -4%
NO
3139
Ninety One
South Africa
$297K -$300K -4,038 -51%
FWMP
3140
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$297K +$3.41K +46 +1%
RFS
3141
Richardson Financial Services
Massachusetts
$296K +$132K +1,779 +76%
GWWM
3142
Great Waters Wealth Management
Minnesota
$296K -$3.71K -50 -1%
CNWM
3143
Clay Northam Wealth Management
California
$296K +$285K +3,842 New
RWM
3144
Reston Wealth Management
Virginia
$295K +$66.9K +901 +31%
CWMGP
3145
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$294K +$8.9K +120 +3%
WIM
3146
Warwick Investment Management
Texas
$292K +$13.4K +180 +5%
TDB
3147
Thompson David Blair
$292K +$282K +3,795 New
AWM
3148
Activest Wealth Management
Florida
$292K +$67.7K +912 +32%
WSWA
3149
Warren Street Wealth Advisors
California
$291K -$25.6K -345 -8%
BCM
3150
Banyan Capital Management
Georgia
$291K – – –