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Name Holding Trade Value Shares
Change
Change in
Stake
FM
1101
Foster & Motley
Ohio
$471K +$90.6K +345 +27%
4A
1102
4Wealth Advisors
Illinois
$471K +$34.4K +131 +9%
CCG
1103
Chatham Capital Group
Georgia
$470K – – –
CAG
1104
Crestwood Advisors Group
Massachusetts
$468K +$53K +202 +14%
LI
1105
Lafayette Investments
Maryland
$468K – – –
SW
1106
Simplicity Wealth
New Jersey
$464K +$70.1K +267 +20%
STA
1107
Smith Thornton Advisors
Alabama
$463K – – –
GD
1108
Grandfield & Dodd
New York
$463K -$39.7K -151 -9%
PTC
1109
Private Trust Company
Ohio
$463K -$3.15K -12 -0.7%
LPFG
1110
Landing Point Financial Group
Ohio
$460K +$2.1K +8 +0.5%
Financial Engines Advisors
1111
Financial Engines Advisors
California
$459K -$62.2K -237 -13%
BC
1112
Bridgefront Capital
Texas
$459K +$417K +1,588 New
AWE
1113
Avidian Wealth Enterprises
Texas
$458K +$72.7K +277 +21%
SG
1114
StoneX Group
New York
$457K +$183K +698 +79%
HPC
1115
HM Payson & Co
Maine
$457K -$2.36K -9 -0.6%
NS
1116
NBC Securities
Alabama
$456K +$263K +1,001 +173%
VSQM
1117
V-Square Quantitative Management
Illinois
$454K +$413K +1,573 New
FA
1118
Fiduciary Alliance
South Carolina
$454K +$3.68K +14 +0.9%
SPL
1119
Smart Portfolios LLC
Washington
$454K -$3.94K -15 -0.9%
GS
1120
GTS Securities
Florida
$452K +$411K +1,566 New
PL
1121
Plancorp LLC
Missouri
$452K +$4.46K +17 +1%
FFA
1122
Fi3 Financial Advisors
Indiana
$451K +$58.8K +224 +17%
1WA
1123
180 Wealth Advisors
Washington
$451K +$788 +3 +0.2%
MFA
1124
Mayflower Financial Advisors
Massachusetts
$451K -$21K -80 -5%
FWP
1125
Falcon Wealth Planning
California
$451K +$86.1K +328 +27%