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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2251
Gray Wealth Management
Maine
$820K -$95.4K -631 -10%
FPGK
2252
Financial Partners Group (Kansas)
Kansas
$819K +$22.2K +147 +3%
CWM
2253
Castle Wealth Management
Florida
$817K +$222K +1,467 +37%
MPIA
2254
Mountain Pacific Investment Advisers
Idaho
$816K -$58.5K -387 -7%
IWM
2255
Integris Wealth Management
California
$815K +$22.4K +148 +3%
W
2256
Wealthquest
Ohio
$815K – – –
BCA
2257
Bray Capital Advisors
Florida
$813K +$756 +5 +0.1%
EFG
2258
Everhart Financial Group
Ohio
$809K -$172K -1,134 -17%
EIA
2259
Edgemoor Investment Advisors
Maryland
$807K – – –
CAM
2260
Cozad Asset Management
Illinois
$807K -$23.3K -154 -3%
Hardman Johnston Global Advisors
2261
Hardman Johnston Global Advisors
Connecticut
$805K -$15.1K -100 -2%
CIM
2262
Chapman Investment Management
California
$805K -$796K -5,266 -49%
PCMM
2263
Piedmont Capital Management (Montana)
Montana
$800K +$11.8K +78 +1%
AWM
2264
Angeles Wealth Management
California
$800K +$10.9K +72 +1%
KDA
2265
Kraft Davis & Associates
Missouri
$799K +$628K +4,149 +334%
SP
2266
Stonebrook Private
Michigan
$798K +$809K +5,351 New
CAM
2267
CPA Asset Management
Florida
$797K – – –
MAWA
2268
Moss Adams Wealth Advisors
Washington
$796K +$198K +1,312 +33%
PIA
2269
Pinion Investment Advisors
Kansas
$796K +$263K +1,740 +48%
LF
2270
LifeSteps Financial
California
$795K +$359K +2,372 +80%
SCM
2271
Sterneck Capital Management
Missouri
$794K +$106K +698 +15%
GGS
2272
Galvin Gaustad & Stein
Arizona
$794K -$756 -5 -0.1%
FC
2273
Fusion Capital
South Carolina
$791K +$381K +2,518 +90%
FH
2274
FWG Holdings
Florida
$791K +$47.8K +316 +6%
PCG
2275
Prosperity Consulting Group
Maryland
$791K +$161K +1,063 +25%