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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1526
Darwin Wealth Management
Florida
$438K +$394K +2,325 New
TI
1527
Truepoint Inc
Ohio
$438K +$2.54K +15 +0.7%
CMAI
1528
Capital Management Associates Inc
Minnesota
$436K +$8.47K +50 +2%
PWM
1529
Prentice Wealth Management
New York
$435K +$391K +2,306 New
NFG
1530
Nations Financial Group
Iowa
$435K +$48.6K +287 +14%
LSV Asset Management
1531
LSV Asset Management
Illinois
$434K -$288K -1,700 -43%
WE
1532
Wealth Effects
Massachusetts
$433K +$31.7K +187 +9%
BTWM
1533
Baker Tilly Wealth Management
Wisconsin
$433K +$39.1K +231 +11%
KCFA
1534
Key Client Fiduciary Advisors
New Jersey
$432K +$2.2K +13 +0.6%
PA
1535
Promethium Advisors
Maryland
$432K +$387K +2,287 New
CFIA
1536
Cantor Fitzgerald Investment Advisors
New York
$430K
DC
1537
Diametric Capital
Massachusetts
$430K -$136K -802 -26%
PCG
1538
Prosperity Consulting Group
Maryland
$428K +$93.4K +551 +32%
SA
1539
Strategic Advisors
New York
$428K +$9.83K +58 +3%
CFG
1540
Clayton Financial Group
Missouri
$427K -$5.42K -32 -1%
AFT
1541
Alpha Family Trust
California
$427K
VWM
1542
Venturi Wealth Management
Texas
$425K -$348K -2,054 -48%
BTWM
1543
Brass Tax Wealth Management
Ohio
$424K -$396K -2,340 -51%
WA
1544
Wealth Architects
California
$424K -$1.86K -11 -0.5%
LHC
1545
Little House Capital
Massachusetts
$423K +$16.1K +95 +4%
VAMG
1546
Voisard Asset Management Group
Michigan
$422K +$2.2K +13 +0.6%
CBT
1547
CoreFirst Bank & Trust
Kansas
$421K
OWA
1548
Octavia Wealth Advisors
Ohio
$419K -$29.5K -174 -7%
MIM
1549
Montgomery Investment Management
Maryland
$417K
MCM
1550
Marathon Capital Management
Maryland
$417K +$85.1K +502 +29%