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Name Holding Trade Value Shares
Change
Change in
Stake
ANB
1726
Amarillo National Bank
Texas
$288K
CWM
1727
Compass Wealth Management
Connecticut
$288K
PMFA
1728
Plante Moran Financial Advisors
Michigan
$288K -$26.5K -85 -7%
BMC
1729
Beaton Management Company
Massachusetts
$287K
BW
1730
BIP Wealth
Georgia
$287K -$39.2K -126 -11%
OL
1731
OneFund LLC
Florida
$287K
ML
1732
Mayport LLC
Massachusetts
$287K +$328K +1,055 New
HWA
1733
Heartwood Wealth Advisors
Virginia
$287K -$14.3K -46 -4%
SSW
1734
Stone Summit Wealth
Florida
$285K -$34.6K -111 -10%
VAMG
1735
Voisard Asset Management Group
Michigan
$285K +$623 +2 +0.2%
B
1736
Bensler
Washington
$285K -$934 -3 -0.3%
CWM
1737
Circle Wealth Management
New Jersey
$285K +$4.05K +13 +1%
M
1738
MOTCO
Texas
$283K -$7.78K -25 -2%
EP
1739
Edgestream Partners
New Jersey
$282K -$617K -1,980 -66%
SSWM
1740
Sheets Smith Wealth Management
North Carolina
$282K
TW
1741
TritonPoint Wealth
Maryland
$282K +$12.1K +39 +4%
CWA
1742
Canvas Wealth Advisors
Kansas
$281K -$23.4K -75 -7%
OL
1743
Optas LLC
Texas
$281K -$20.6K -66 -6%
FCM
1744
Fourpath Capital Management
Oklahoma
$281K +$51.1K +164 +19%
WGC
1745
Watts Gwilliam & Co
Arizona
$280K
MHR
1746
Matthew Hamilton Rosenberg
$280K -$9.65K -31 -3%
NFG
1747
Nadler Financial Group
Illinois
$280K
PIA
1748
Panoramic Investment Advisors
Colorado
$280K
TWM
1749
TriaGen Wealth Management
California
$279K
DFP
1750
Defined Financial Planning
California
$279K