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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2151
S.A. Mason
Michigan
$882K -$77.1K -1,039 -8%
PG
2152
Prostatis Group
Maryland
$880K +$847K +11,421 New
OFS
2153
OneAscent Financial Services
Alabama
$880K -$35.8K -483 -4%
RDWM
2154
Red Door Wealth Management
Tennessee
$878K +$2.6K +35 +0.3%
GHA
2155
Granite Harbor Advisors
Texas
$877K -$2.37K -32 -0.3%
SWM
2156
Sterling Wealth Management
Illinois
$876K -$22.3K -300 -3%
SIG
2157
Sky Investment Group
Connecticut
$875K +$3.71K +50 +0.4%
WIP
2158
WealthCare Investment Partners
Rhode Island
$873K +$45.5K +613 +6%
KC
2159
Karras Company
Utah
$871K +$839K +11,313 New
TCMG
2160
TSP Capital Management Group
New Jersey
$870K -$842K -11,350 Closed
SFG
2161
Shum Financial Group
California
$870K -$4.23K -57 -0.5%
MFWP
2162
Mosaic Family Wealth Partners
Missouri
$868K -$7.42K -100 -0.9%
GWS
2163
Greykasell Wealth Strategies
California
$868K +$445 +6 +0.1%
BCG
2164
Breakwater Capital Group
New Jersey
$864K +$14.8K +200 +2%
BOJHT
2165
Bank of Jackson Hole Trust
Wyoming
$863K +$58.1K +783 +8%
HBW
2166
Hazlett, Burt & Watson
West Virginia
$862K +$10.7K +144 +1%
BWM
2167
Baron Wealth Management
Michigan
$862K +$62.9K +848 +8%
QFW
2168
QTR Family Wealth
Florida
$861K +$15.2K +205 +2%
AA
2169
Advisory Alpha
Michigan
$861K +$133K +1,788 +19%
AWAU
2170
Alliance Wealth Advisors (Utah)
Utah
$860K -$244K -3,293 -23%
BCP
2171
Blue Chip Partners
Michigan
$858K -$55.8K -752 -6%
CWA
2172
Centennial Wealth Advisory
Michigan
$857K +$76.8K +1,035 +10%
MW
2173
MBL Wealth
North Carolina
$856K +$299K +4,032 +57%
APG
2174
Abacus Planning Group
South Carolina
$854K -$32.4K -437 -4%
CHWM
2175
Cauble & Harre Wealth Management
Missouri
$853K +$822K +11,080 New