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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2701
MGB Wealth Management
Texas
$256K +$27.2K +122 +12%
CFP
2702
Cypress Financial Planning
New Jersey
$256K +$2.45K +11 +1%
CGFA
2703
Colton Groome Financial Advisors
North Carolina
$255K – – –
CFCI
2704
Comprehensive Financial Consultants Institutional
Indiana
$255K +$223 +1 +0.1%
SFPG
2705
Stonebridge Financial Planning Group
Florida
$255K +$258K +1,159 New
LWM
2706
Level Wealth Management
North Carolina
$254K +$258K +1,157 New
KWM
2707
Keebeck Wealth Management
Illinois
$254K +$30.1K +135 +13%
NCMW
2708
Northern Capital Management (Washington)
Washington
$254K -$41.2K -185 -14%
C
2709
Covestor
United Kingdom
$254K -$27.2K -122 -10%
FWM
2710
Fingerlakes Wealth Management
New York
$254K -$30.5K -137 -11%
KL
2711
KilterHowling LLC
Colorado
$253K – – –
FCMT
2712
Founders Capital Management (Texas)
Texas
$253K – – –
PSFG
2713
Prairie Sky Financial Group
Illinois
$253K – – –
BLAM
2714
Bourne Lent Asset Management
New York
$253K – – –
SFS
2715
Searcy Financial Services
Kansas
$252K – – –
HWM
2716
Hohimer Wealth Management
Washington
$252K +$16.3K +73 +7%
FFB
2717
First Financial Bankshares
Texas
$252K +$255K +1,145 New
MPPW
2718
Mitchell & Pahl Private Wealth
Oklahoma
$251K -$7.57K -34 -3%
ICM
2719
Intrepid Capital Management
Florida
$251K – – –
VC
2720
Vestor Capital
Illinois
$251K +$891 +4 +0.4%
CAS
2721
Coppell Advisory Solutions
Texas
$250K -$22.5K -101 -8%
Loomis, Sayles & Company
2722
Loomis, Sayles & Company
Massachusetts
$250K -$61.2K -275 -19%
PIA
2723
Pinion Investment Advisors
Kansas
$250K +$891 +4 +0.4%
CTC
2724
Cetera Trust Company
Minnesota
$249K – – –
BW
2725
Blalock Williams
Alabama
$249K +$252K +1,132 New