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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
2526
Nelson Capital Management
California
$437K – – –
NC
2527
North Capital
Utah
$437K – – –
DA
2528
Detalus Advisors
Missouri
$437K – – –
MWA
2529
Motive Wealth Advisors
Michigan
$436K +$15.5K +60 +4%
BSSFA
2530
Baron Silver Stevens Financial Advisors
Florida
$436K +$88.1K +342 +30%
KBFS
2531
Kohmann Bosshard Financial Services
Ohio
$434K -$23.2K -90 -6%
AIM
2532
Advyzon Investment Management
Illinois
$434K +$12.4K +48 +3%
WWC
2533
Waypoint Wealth Counsel
Georgia
$432K +$33K +128 +10%
BMO
2534
Beck Mack & Oliver
New York
$430K +$258 +1 +0.1%
Cohen & Steers
2535
Cohen & Steers
New York
$430K -$12.6K -49 -3%
WA
2536
Wealthstream Advisors
New York
$428K -$369K -1,433 -50%
MFWP
2537
Mosaic Family Wealth Partners
Missouri
$428K -$155K -603 -29%
DC
2538
Diametric Capital
Massachusetts
$427K +$373K +1,447 New
CFG
2539
Carter Financial Group
Illinois
$426K +$373K +1,446 New
AWP
2540
Abacus Wealth Partners
California
$425K -$3.09K -12 -0.8%
PWA
2541
Primoris Wealth Advisors
Florida
$424K – – –
SIM
2542
Seaview Investment Managers
Florida
$423K -$9.53K -37 -3%
AFM
2543
Abbot Financial Management
Massachusetts
$422K – – –
PP
2544
Patron Partners
Texas
$421K +$39.7K +154 +12%
PG
2545
Prostatis Group
Maryland
$421K -$81.9K -318 -18%
SIC
2546
SJS Investment Consulting
Ohio
$420K -$3.87K -15 -1%
BW
2547
Blalock Williams
Alabama
$420K +$55.1K +214 +18%
RWM
2548
Rockline Wealth Management
New York
$419K – – –
BTWM
2549
Brass Tax Wealth Management
Ohio
$419K +$258 +1 +0.1%
PMG
2550
Private Management Group
California
$419K +$366K +1,421 New