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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1901
Beam Wealth Advisors
Louisiana
$1.25M -$1.01K -6 -0.1%
WP
1902
Westmount Partners
California
$1.25M +$273K +1,631 +27%
MSWM
1903
McGlone Suttner Wealth Management
Wisconsin
$1.25M +$129K +769 +11%
FANJ
1904
Financial Architects (New Jersey)
New Jersey
$1.24M -$59.5K -355 -4%
AFG
1905
ABLE Financial Group
Arizona
$1.24M +$1.28M +7,629 New
MTC
1906
Matrix Trust Company
Colorado
$1.24M +$165K +982 +15%
UBG
1907
United Bank (Georgia)
Georgia
$1.24M +$88.9K +530 +7%
KFI
1908
Key Financial Inc
Pennsylvania
$1.24M +$39.2K +234 +3%
LCM
1909
LCM Capital Management
Illinois
$1.24M +$53.3K +318 +4%
GC
1910
Gilbert & Cook
Iowa
$1.24M -$28.5K -170 -2%
CM
1911
CoreCommodity Management
Connecticut
$1.24M -$130K -773 -9%
SPWM
1912
Schrum Private Wealth Management
Florida
$1.23M +$32.5K +194 +3%
MA
1913
MCF Advisors
Kentucky
$1.23M -$5.2K -31 -0.4%
CG
1914
CFO4Life Group
Texas
$1.23M -$65.6K -391 -5%
STAS
1915
Strong Tower Advisory Services
Minnesota
$1.22M +$21.8K +130 +2%
DA
1916
Doliver Advisors
Texas
$1.22M +$37.9K +226 +3%
MPPLM
1917
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.22M +$94.7K +565 +8%
CBA
1918
Coastal Bridge Advisors
Connecticut
$1.22M
JGCM
1919
Joseph Group Capital Management
Ohio
$1.22M +$87.9K +524 +8%
VFPI
1920
Vantage Financial Partners (Illinois)
Illinois
$1.22M -$16.8K -100 -1%
FCT
1921
First Community Trust
Iowa
$1.21M +$25.1K +150 +2%
NERM
1922
New England Research & Management
Illinois
$1.21M +$71.3K +425 +6%
CCA
1923
Conservest Capital Advisors
Pennsylvania
$1.21M +$5.87K +35 +0.5%
EW
1924
Element Wealth
Mississippi
$1.21M +$9.39K +56 +0.8%
CW
1925
Channel Wealth
California
$1.2M +$1.24M +7,368 New