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Name Holding Trade Value Shares
Change
Change in
Stake
HCWM
2901
Hidden Cove Wealth Management
Washington
$646K +$64.1K +163 +11%
OC
2902
Oarsman Capital
Wisconsin
$645K +$80.6K +205 +15%
WIM
2903
Westside Investment Management
California
$645K +$66.5K +169 +12%
PFM
2904
Phillips Financial Management
Indiana
$645K +$60.9K +155 +11%
WP
2905
Wealthspan Partners
Iowa
$645K -$32.6K -83 -5%
BTWM
2906
Brass Tax Wealth Management
Ohio
$642K -$4.72K -12 -0.8%
SFC
2907
Strategic Financial Concepts
Texas
$642K -$99.9K -254 -14%
RMF
2908
Red Mountain Financial
Colorado
$641K -$11K -28 -2%
TCM
2909
Tuttle Capital Management
Connecticut
$641K
TWM
2910
Triton Wealth Management
Arizona
$640K +$21.2K +54 +3%
OFO
2911
OneAscent Family Office
Alabama
$639K +$5.5K +14 +0.9%
BWCS
2912
Beirne Wealth Consulting Services
Connecticut
$639K +$619K +1,574 New
HC
2913
Hara Capital
Washington
$638K
MFP
2914
Meridian Financial Partners
Virginia
$638K +$393 +1 +0.1%
BLC
2915
Brown, Lisle/Cummings
Rhode Island
$637K
SFG
2916
Sunburst Financial Group
Alabama
$636K -$24.4K -62 -4%
Legacy Financial Group (Iowa)
2917
Legacy Financial Group (Iowa)
Iowa
$636K +$18.9K +48 +3%
PFW
2918
Petros Family Wealth
Minnesota
$636K +$18.1K +46 +3%
KFA
2919
Krane Funds Advisors
New York
$634K -$66.5K -169 -9%
TGAM
2920
TBH Global Asset Management
Tennessee
$634K +$393 +1 +0.1%
GG
2921
Gleason Group
Kentucky
$632K +$3.54K +9 +0.6%
FDCP
2922
Foster Dykema Cabot & Partners
Massachusetts
$631K +$46.8K +119 +8%
BI
2923
Bolthouse Investments
California
$630K
BCMLT
2924
Beacon Capital Management LLC (Tennessee)
Tennessee
$630K -$51.1K -130 -8%
TA
2925
Townsend & Associates
Colorado
$630K +$102K +259 +19%