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Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
2151
Northwest Quadrant Wealth Management
Oregon
$639K +$32.2K +564 +6%
SWM
2152
Seed Wealth Management
Illinois
$639K – – –
MA
2153
MJP Associates
Connecticut
$639K -$228 -4 -0%
WAL
2154
W Advisors LLC
Tennessee
$638K -$6.11K -107 -1%
JWBC
2155
J.W. Burns & Co
New York
$638K -$14.3K -250 -2%
BWM
2156
Baron Wealth Management
Michigan
$638K -$1.14K -20 -0.2%
JEST
2157
JTC Employer Solutions Trustee
Jersey
$637K – – –
BWAM
2158
Boyd Watterson Asset Management
Ohio
$636K -$971 -17 -0.2%
DCA
2159
DSG Capital Advisors
Minnesota
$636K +$614K +10,750 New
MWM
2160
MOKAN Wealth Management
Kansas
$636K +$613K +10,741 New
FBB
2161
Fulton Breakefield Broenniman
Maryland
$634K -$4.51K -79 -0.7%
QWP
2162
Quotient Wealth Partners
Texas
$634K +$132K +2,312 +28%
NCM
2163
Northside Capital Management
Oregon
$633K – – –
CIA
2164
Compass Ion Advisors
Pennsylvania
$633K +$3.54K +62 +0.6%
STA
2165
Smith Thornton Advisors
Alabama
$632K +$51.2K +897 +9%
FMP
2166
Financial Management Professionals
Texas
$632K +$47.4K +830 +8%
FFC
2167
First Financial Corp
Indiana
$632K +$56.7K +993 +10%
BFWM
2168
Bright Futures Wealth Management
New York
$632K -$1.64M -28,786 -73%
AWM
2169
Accel Wealth Management
Iowa
$630K -$73.8K -1,293 -11%
SFC
2170
Swisher Financial Concepts
Ohio
$629K -$24.2K -424 -4%
WFM
2171
Wolff Financial Management
Michigan
$628K – – –
RAM
2172
Ramirez Asset Management
New York
$628K – – –
DSC
2173
Duncker Streett & Co
Missouri
$628K -$12K -210 -2%
SAM
2174
Strive Asset Management
Ohio
$628K +$606K +10,602 New
BTIM
2175
BancFirst Trust & Investment Management
Oklahoma
$627K -$3.65K -64 -0.6%
85 86
87
88 89