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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2501
Thoma Capital Management
Maryland
$761K +$7.62K +50 +1%
CF
2502
Clarity Financial
Texas
$761K +$40.5K +266 +6%
TP
2503
Trailhead Planners
Minnesota
$760K +$760K +4,988 New
LWMM
2504
Legacy Wealth Management (Mississippi)
Mississippi
$759K +$142K +934 +23%
SIAG
2505
Safeguard Investment Advisory Group
California
$758K +$67.2K +441 +10%
Marex Group
2506
Marex Group
$757K -$10.9M -71,708 -94%
SAM
2507
Summit Asset Management
Tennessee
$756K +$24.2K +159 +3%
ECM
2508
Elgethun Capital Management
South Dakota
$756K +$5.03K +33 +0.7%
CF
2509
Convergence Financial
Missouri
$754K +$31.8K +209 +4%
PWM
2510
Purus Wealth Management
California
$753K +$11.4K +75 +2%
WIM
2511
Walsky Investment Management
Pennsylvania
$753K +$752K +4,938 New
MWP
2512
Meriwether Wealth & Planning
Louisiana
$752K -$470K -3,085 -38%
RF
2513
Rossby Financial
Florida
$752K +$253K +1,659 +51%
AA
2514
Addison Advisors
Vermont
$751K -$55.9K -367 -7%
SIM
2515
Sentry Investment Management
Wisconsin
$750K – – –
1C
2516
111 Capital
France
$750K -$1.98M -13,017 -73%
OC
2517
Oarsman Capital
Wisconsin
$749K -$16.4K -108 -2%
AWM
2518
Athena Wealth Management
Nevada
$748K +$748K +4,908 New
MFWP
2519
Mosaic Family Wealth Partners
Missouri
$747K +$3.35K +22 +0.5%
JGIA
2520
Jackson Grant Investment Advisers
Connecticut
$747K +$4.11K +27 +0.6%
SA
2521
Sacks & Associates
New Jersey
$747K +$746K +4,901 New
EB
2522
Emprise Bank
Kansas
$747K -$14.6K -96 -2%
TAFW
2523
Tred Avon Family Wealth
Maryland
$746K +$4.72K +31 +0.6%
FAOAI
2524
Fund Advisors of America Inc
Florida
$745K +$745K +4,889 New
SWM
2525
SHP Wealth Management
Massachusetts
$744K +$743K +4,881 New