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Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
2301
Financial Partners Group (Kansas)
Kansas
$758K -$41.2K -255 -5%
MAG
2302
MRA Advisory Group
New Jersey
$758K -$72.7K -450 -9%
SMG
2303
Smart Money Group
Texas
$757K +$41.3K +256 +6%
ICM
2304
IMS Capital Management
Oregon
$757K
AP
2305
Adero Partners
California
$756K +$1.29K +8 +0.2%
BRA
2306
Biechele Royce Advisors
Indiana
$755K +$26.8K +166 +4%
CHA
2307
Carmichael Hill & Associates
Maryland
$753K +$1.45K +9 +0.2%
MIA
2308
Milestone Investment Advisors
Wisconsin
$753K +$721K +4,464 New
JLBC
2309
J.L. Bainbridge & Co
Florida
$753K +$5.49K +34 +0.8%
BA
2310
Ballew Advisors
Mississippi
$752K +$1.61K +10 +0.2%
SAF
2311
Smith Anglin Financial
Texas
$751K -$25.8K -160 -3%
RMSCM
2312
R.M. Sincerbeaux Capital Management
New York
$750K
NRC
2313
New Republic Capital
North Carolina
$750K +$95K +588 +15%
KWM
2314
Kolinsky Wealth Management
New Jersey
$750K -$646 -4 -0.1%
MPW
2315
Monterey Private Wealth
California
$748K -$27K -167 -4%
NWM
2316
Northwest Wealth Management
Iowa
$748K +$8.88K +55 +1%
HFAS
2317
Hummer Financial Advisory Services
Illinois
$747K
APWM
2318
Atlas Private Wealth Management
New York
$747K -$10.2K -63 -1%
MCM
2319
McRae Capital Management
New Jersey
$746K +$308K +1,906 +76%
MSCM
2320
McElhenny Sheffield Capital Management
Texas
$745K
SA
2321
Syntax Advisors
New York
$744K -$34.1K -211 -5%
VCG
2322
Vantage Consulting Group
Virginia
$744K -$34.1K -211 -5%
CM
2323
Cercano Management
Washington
$743K
SFG
2324
Sterling Financial Group
California
$742K +$6.95K +43 +1%
CFO
2325
Callan Family Office
Pennsylvania
$741K