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Name Holding Trade Value Shares
Change
Change in
Stake
FIC
2976
Family Investment Center
Missouri
$590K – – –
Legacy Financial Group (Iowa)
2977
Legacy Financial Group (Iowa)
Iowa
$588K +$618K +1,512 New
PWP
2978
Prasad Wealth Partners
Ohio
$586K +$616K +1,507 New
FDW
2979
Fourth Dimension Wealth
Ohio
$586K +$616K +1,507 New
WCFA
2980
Walkner Condon Financial Advisors
Wisconsin
$584K -$38.8K -95 -6%
FA
2981
Fermata Advisors
California
$584K +$5.72K +14 +0.9%
PFA
2982
Plotkin Financial Advisors
Maryland
$583K -$409 -1 -0.1%
CWA
2983
Consilium Wealth Advisory
Texas
$579K -$537K -1,314 -47%
SIC
2984
SJS Investment Consulting
Ohio
$578K +$58.8K +144 +11%
FFA
2985
Fi3 Financial Advisors
Indiana
$577K +$11.8K +29 +2%
RRA
2986
Round Rock Advisors
Connecticut
$577K +$215K +527 +55%
LWM
2987
Lakeridge Wealth Management
Ohio
$575K +$2.45K +6 +0.4%
PCP
2988
Panoramic Capital Partners
Oregon
$574K +$603K +1,476 New
AAM
2989
Austin Asset Management
Texas
$574K -$8.17K -20 -1%
WAG
2990
Wallace Advisory Group
California
$574K +$12.7K +31 +2%
RWS
2991
Resolute Wealth Strategies
Mississippi
$573K +$1.63K +4 +0.3%
HWM
2992
HFR Wealth Management
New York
$572K +$53.9K +132 +10%
ERWM
2993
Elk River Wealth Management
Colorado
$572K – – –
RFW
2994
Rainier Family Wealth
Washington
$571K +$600K +1,468 New
AA
2995
AJ Advisors
Tennessee
$570K +$6.54K +16 +1%
AT
2996
Avalon Trust
New Mexico
$569K +$2.04K +5 +0.3%
IPW
2997
Invictus Private Wealth
Colorado
$569K -$3.27K -8 -0.5%
PP
2998
PFS Partners
New Jersey
$569K -$24.5K -60 -4%
AWA
2999
Arbor Wealth Advisors
Michigan
$568K +$344K +841 +136%
VCM
3000
Vision Capital Management
Oregon
$567K +$66.2K +162 +13%